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Portfolio (Quarterly) Guide ↗

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

· CIK 0000938076
13F Portfolio $56.5B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2073 New
Page 46 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 HL HECLA MNG CO Basic Materials 169,183.0 $3.2M 0.01% NEW $19.19 -16.8%
902 MWA MUELLER WTR PRODS INC Industrials 136,105.0 $3.2M 0.01% NEW $23.82 +9.7%
903 VIKING HOLDINGS LTD 45,037.0 $3.2M 0.01% NEW $71.41
904 NVST ENVISTA HOLDINGS CORPORATION Healthcare 145,904.0 $3.2M 0.01% NEW $21.71 +19.3%
905 DNOW DNOW INC Energy 238,240.0 $3.2M 0.01% NEW $13.25 +1.9%
906 OPLN OPENLANE INC Consumer Cyclical 105,958.0 $3.2M 0.01% NEW $29.78 +27.8%
907 TDC TERADATA CORP DEL Technology 102,605.0 $3.1M 0.01% NEW $30.44 +1.4%
908 KMT KENNAMETAL INC Industrials 109,647.0 $3.1M 0.01% NEW $28.41 +27.8%
909 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 206,802.0 $3.1M 0.01% NEW $15.06 -28.9%
910 ADEA ADEIA INC Technology 180,175.0 $3.1M 0.01% NEW $17.25 +84.4%
911 CMC COMMERCIAL METALS CO Basic Materials 44,477.0 $3.1M 0.01% NEW $69.22 +4.5%
912 TTI TETRA TECHNOLOGIES INC DEL Energy 327,894.0 $3.1M 0.01% NEW $9.37 +9.3%
913 PVH PVH CORPORATION Consumer Cyclical 45,538.0 $3.1M 0.01% NEW $67.02 +15.0%
914 FIGS FIGS INC Consumer Cyclical 268,294.0 $3.0M 0.01% NEW $11.36 +8.4%
915 EEFT EURONET WORLDWIDE INC Technology 39,839.0 $3.0M 0.01% NEW $76.11 -13.5%
916 SLGN SILGAN HLDGS INC Consumer Cyclical 74,890.0 $3.0M 0.01% NEW $40.37 +3.2%
917 CRCL CIRCLE INTERNET GROUP INC Financial Services 37,831.0 $3.0M 0.01% NEW $79.30 +1.2%
918 AUPH AURINIA PHARMACEUTICALS INC Healthcare 187,709.0 $3.0M 0.01% NEW $15.95 +3.2%
919 WU WESTERN UN CO Financial Services 320,531.0 $3.0M 0.01% NEW $9.31 -23.5%
920 GTES GATES INDL CORP PLC Industrials 138,305.0 $3.0M 0.01% NEW $21.47 +30.8%
Page 46 of 104  ·  2,073 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 12.2%
Consumer Cyclical 10.6%
Communication Services 10.6%
Healthcare 9.9%
Industrials 8.6%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.5%
Real Estate 2.2%