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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 53 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CHRD CHORD ENERGY CORPORATION Energy 20,011.0 $1.9M 0.00% NEW $92.70 +32.8%
1042 FSS FEDERAL SIGNAL CORP Industrials 17,051.0 $1.9M 0.00% NEW $108.59 +9.1%
1043 POR PORTLAND GEN ELEC CO Utilities 38,292.0 $1.8M 0.00% NEW $47.99 +4.6%
1044 LUMN LUMEN TECHNOLOGIES INC Communication Services 235,300.0 $1.8M 0.00% NEW $7.77 +5.5%
1045 BKH BLACK HILLS CORP Utilities 26,244.0 $1.8M 0.00% NEW $69.42 +4.8%
1046 AVIDITY BIOSCIENCES INC 25,237.0 $1.8M 0.00% NEW $72.13
1047 NCNO NCINO INC Technology 70,727.0 $1.8M 0.00% NEW $25.64 -42.3%
1048 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 39,932.0 $1.8M 0.00% NEW $45.40 -12.8%
1049 CAR AVIS BUDGET GROUP Industrials 14,115.0 $1.8M 0.00% NEW $128.32 +46.8%
1050 CYTK CYTOKINETICS INC Healthcare 28,486.0 $1.8M 0.00% NEW $63.54 +24.0%
1051 CNXC CONCENTRIX CORP Technology 43,425.0 $1.8M 0.00% NEW $41.58 -39.7%
1052 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 280,376.0 $1.8M 0.00% NEW $6.41 -1.6%
1053 PRGO PERRIGO CO PLC Healthcare 128,908.0 $1.8M 0.00% NEW $13.92 -26.4%
1054 GTLS CHART INDS INC Industrials 8,677.0 $1.8M 0.00% NEW $206.23 +0.9%
1055 PRIM PRIMORIS SVCS CORP Industrials 14,406.0 $1.8M 0.00% NEW $124.14 -18.4%
1056 WLK WESTLAKE CORPORATION Basic Materials 24,115.0 $1.8M 0.00% NEW $73.94 +8.6%
1057 KN KNOWLES CORP Technology 82,329.0 $1.8M 0.00% NEW $21.43 +93.0%
1058 HCSG HEALTHCARE SVCS GROUP INC Healthcare 92,159.0 $1.8M 0.00% NEW $19.12 +20.0%
1059 MOD MODINE MFG CO Consumer Cyclical 13,166.0 $1.8M 0.00% NEW $133.51 +122.7%
1060 TPH TRI POINTE HOMES INC Consumer Cyclical 55,545.0 $1.7M 0.00% NEW $31.47 +49.2%
Page 53 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%