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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 53 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 GNW GENWORTH FINL INC Financial Services 233,264.0 $1.9M 0.00% $8.12 +10.2%
1042 AHCO ADAPTHEALTH CORP Healthcare 158,486.0 $1.9M 0.00% $11.90 -18.9%
1043 CYTK CYTOKINETICS INC Healthcare 28,486.0 $1.9M 0.00% $65.91 +19.5%
1044 FLR FLUOR CORP Industrials 40,155.0 $1.9M 0.00% $46.65 +15.0%
1045 DY DYCOM INDS INC Industrials 5,495.0 $1.9M 0.00% $338.82 +34.8%
1046 SE SEA LTD Consumer Cyclical 22,474.0 $1.9M 0.00% $82.81 +10.2%
1047 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 29,649.0 $1.9M 0.00% $62.70 +30.5%
1048 FSS FEDERAL SIGNAL CORP Industrials 17,051.0 $1.8M 0.00% $108.14 +9.6%
1049 HLNE HAMILTON LANE INC Financial Services 18,549.0 $1.8M 0.00% $99.40 -17.3%
1050 FORM FORMFACTOR INC Technology 19,008.0 $1.8M 0.00% -3K -13.8% $96.99 +54.2%
1051 OTTR OTTER TAIL CORP Utilities 20,899.0 $1.8M 0.00% +7K +54.8% $87.77 -0.3%
1052 SITM SITIME CORP Technology 5,295.0 $1.8M 0.00% -548.0 -9.4% $345.35 +111.1%
1053 BKH BLACK HILLS CORP Utilities 26,244.0 $1.8M 0.00% $69.41 +4.8%
1054 SMMT SUMMIT THERAPEUTICS INC Healthcare 96,009.0 $1.8M 0.00% $18.96 -27.5%
1055 KMPR KEMPER CORP Financial Services 59,367.0 $1.8M 0.00% $30.56 -18.1%
1056 OKLO OKLO INC Utilities 36,379.0 $1.8M 0.00% +4K +12.4% $49.59 +23.4%
1057 LAUR LAUREATE ED INC Consumer Defensive 51,573.0 $1.8M 0.00% -66K -56.0% $34.84 +4.6%
1058 GLOB GLOBANT S A Technology 38,880.0 $1.8M 0.00% $46.11 -33.3%
1059 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 76,102.0 $1.8M 0.00% $23.39 +6.3%
1060 SLAB SILICON LABORATORIES INC Technology 8,528.0 $1.8M 0.00% $208.15 +5.6%
Page 53 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%