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Portfolio (Quarterly) Guide ↗

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

· CIK 0000938076
13F Portfolio $53.4B AUM 2,063 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 182 Added 557 Reduced 69 Exited
Page 46 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 GTES GATES INDL CORP PLC Industrials 138,305.0 $3.1M 0.01% $22.61 +24.2%
902 M MACYS INC Consumer Cyclical 172,814.0 $3.1M 0.01% $18.09 +33.4%
903 S SENTINELONE INC Technology 240,553.0 $3.1M 0.01% +6K +2.6% $12.88 +16.6%
904 VKTX VIKING THERAPEUTICS INC Healthcare 95,034.0 $3.1M 0.01% $32.54 -6.6%
905 ENSG ENSIGN GROUP INC Healthcare 15,187.0 $3.1M 0.01% $201.50 -23.7%
906 SANM SANMINA CORP Technology 23,569.0 $3.1M 0.01% -2K -6.6% $129.64 +86.3%
907 COLD AMERICOLD REALTY TRUST INC Real Estate 265,165.0 $3.0M 0.01% $11.46 +22.8%
908 STRL STERLING INFRASTRUCTURE INC Industrials 7,448.0 $3.0M 0.01% -199.0 -2.6% $407.27 +111.6%
909 DRH DIAMONDROCK HOSPITALITY CO Real Estate 322,577.0 $3.0M 0.01% $9.37 +31.4%
910 BHE BENCHMARK ELECTRS INC Technology 53,652.0 $3.0M 0.01% -1K -2.2% $56.06 +64.4%
911 ATEN A10 NETWORKS INC Technology 129,607.0 $3.0M 0.01% -1K -0.9% $23.12 +43.9%
912 CRBG COREBRIDGE FINL INC Financial Services 125,176.0 $3.0M 0.01% $23.86 +22.3%
913 DOCS DOXIMITY INC Healthcare 127,871.0 $3.0M 0.01% $23.30 -12.2%
914 NXPI NXP SEMICONDUCTORS N V Technology 15,049.0 $3.0M 0.01% $196.86 +59.1%
915 CHRD CHORD ENERGY CORPORATION Energy 20,758.0 $3.0M 0.01% +747.0 +3.7% $142.18 -13.4%
916 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 128,280.0 $2.9M 0.01% +104K +438.5% $22.95 +20.0%
917 AIT APPLIED INDL TECHNOLOGIES IN Industrials 11,095.0 $2.9M 0.01% $265.32 +27.4%
918 ADC AGREE RLTY CORP Real Estate 39,042.0 $2.9M 0.01% $75.38 -2.8%
919 OPLN OPENLANE INC Consumer Cyclical 100,772.0 $2.9M 0.01% -5K -4.9% $29.15 +30.6%
920 LPX LOUISIANA PAC CORP Basic Materials 40,345.0 $2.9M 0.01% $72.75 +6.6%
Page 46 of 104  ·  2,063 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 32.3%
Financial Services 11.4%
Communication Services 10.2%
Consumer Cyclical 10.1%
Healthcare 9.9%
Industrials 9.4%
Consumer Defensive 5.2%
Energy 4.3%
Utilities 2.9%
Real Estate 2.3%