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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 49 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 NXST NEXSTAR MEDIA GROUP INC Communication Services 14,508.0 $2.6M 0.01% -4K -19.8% $180.83 -9.2%
962 OIS OIL STS INTL INC Energy 222,793.0 $2.6M 0.01% -160K -41.8% $11.64 -31.7%
963 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 94,040.0 $2.6M 0.01% +79K +520.0% $27.54 -16.7%
964 TTMI TTM TECHNOLOGIES INC Technology 26,573.0 $2.6M 0.01% -3K -9.0% $97.42 +122.2%
965 KD KYNDRYL HLDGS INC Technology 196,626.0 $2.6M 0.01% $13.12 -16.2%
966 ASH ASHLAND INC Basic Materials 45,991.0 $2.6M 0.01% $55.61 +22.1%
967 KRMN KARMAN HLDGS INC Industrials 31,926.0 $2.6M 0.01% +15K +85.8% $80.05 -37.1%
968 FBP FIRST BANCORP CORPORATION Financial Services 119,030.0 $2.5M 0.01% -41K -25.6% $21.36 +18.0%
969 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 134,611.0 $2.5M 0.01% +9K +7.3% $18.83 +28.9%
970 RRR RED ROCK RESORTS INC Consumer Cyclical 47,450.0 $2.5M 0.01% $53.36 +14.9%
971 TDC TERADATA CORP DEL Technology 97,912.0 $2.5M 0.01% -5K -4.6% $25.63 +20.5%
972 FIRST HAWAIIAN INC 101,323.0 $2.5M 0.01% $24.64
973 BBIO BRIDGEBIO PHARMA INC Healthcare 33,388.0 $2.5M 0.01% +705.0 +2.2% $74.26 -10.8%
974 HOG HARLEY DAVIDSON INC Consumer Cyclical 122,547.0 $2.5M 0.01% $20.22 +27.0%
975 FIBK FIRST INTST BANCSYSTEM INC Financial Services 74,066.0 $2.5M 0.01% +50K +213.8% $33.40 +9.1%
976 SKT TANGER INC Real Estate 72,627.0 $2.5M 0.01% -11K -13.2% $33.98 +15.2%
977 MBIN MERCHANTS BANCORP IND Financial Services 57,240.0 $2.5M 0.01% NEW $42.91 +14.4%
978 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 4,673.0 $2.4M 0.01% -86.0 -1.8% $523.47 -3.4%
979 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 16,336.0 $2.4M 0.01% -576.0 -3.4% $149.52 +17.2%
980 AMER SPORTS INC 73,682.0 $2.4M 0.01% +5K +7.5% $32.92
Page 49 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%