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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 48 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 IAC IAC INC Technology 69,900.0 $2.8M 0.01% -2K -3.1% $40.03 +6.7%
942 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 39,622.0 $2.8M 0.01% +4K +10.8% $70.51 -23.1%
943 AUPH AURINIA PHARMACEUTICALS INC Healthcare 187,709.0 $2.8M 0.01% $14.82 +11.1%
944 AMKR AMKOR TECHNOLOGY INC Technology 61,578.0 $2.8M 0.01% +6K +10.8% $45.03 +100.9%
945 UI UBIQUITI INC Technology 3,505.0 $2.8M 0.01% -2K -30.5% $790.29 -25.4%
946 PSMT PRICESMART INC Consumer Defensive 18,256.0 $2.7M 0.01% -2K -8.6% $150.50 +20.9%
947 HLMN HILLMAN SOLUTIONS CORP Industrials 329,711.0 $2.7M 0.01% +274K +491.3% $8.32 -3.1%
948 FIGS FIGS INC Consumer Cyclical 185,546.0 $2.7M 0.01% -83K -30.8% $14.77 -16.7%
949 HLI HOULIHAN LOKEY INC Financial Services 18,829.0 $2.7M 0.01% $143.62 -2.0%
950 STAG STAG INDUSTRIAL INC Real Estate 74,876.0 $2.7M 0.01% $36.06 +4.8%
951 HUN HUNTSMAN CORP Basic Materials 201,980.0 $2.7M 0.01% $13.31 -9.3%
952 VCTR VICTORY CAP HLDGS INC DEL Financial Services 40,826.0 $2.7M 0.01% $65.48 +32.9%
953 NHC NATIONAL HEALTHCARE CORP Healthcare 16,733.0 $2.7M 0.01% +15K +887.2% $159.70 +26.2%
954 IONQ IONQ INC Technology 92,634.0 $2.7M 0.01% +4K +4.1% $28.83 +96.1%
955 MOD MODINE MFG CO Consumer Cyclical 12,281.0 $2.7M 0.01% -885.0 -6.7% $216.71 +37.2%
956 GH GUARDANT HEALTH INC Healthcare 28,750.0 $2.7M 0.01% $92.37 +42.7%
957 KN KNOWLES CORP Technology 103,080.0 $2.6M 0.01% +21K +25.2% $25.68 +61.1%
958 EEFT EURONET WORLDWIDE INC Technology 39,839.0 $2.6M 0.01% $66.37 -0.8%
959 MPT MEDICAL PROPERTIES TRUST INC Financial Services 570,828.0 $2.6M 0.01% $4.63 -2.2%
960 RHI ROBERT HALF INC. Industrials 104,026.0 $2.6M 0.01% $25.40 +24.4%
Page 48 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%