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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 54 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 CXM SPRINKLR INC Technology 295,742.0 $1.8M 0.00% $6.00 -16.0%
1062 WSFS WSFS FINL CORP Financial Services 27,101.0 $1.8M 0.00% +10K +55.7% $65.46 +13.3%
1063 GTLS CHART INDS INC Industrials 8,536.0 $1.8M 0.00% -141.0 -1.6% $206.75 +0.6%
1064 ESNT ESSENT GROUP LTD Financial Services 30,130.0 $1.8M 0.00% -15K -33.1% $58.44 +0.0%
1065 NE NOBLE CORP PLC Energy 35,657.0 $1.7M 0.00% $49.07 -15.1%
1066 FCFS FIRSTCASH HOLDINGS INC Financial Services 9,300.0 $1.7M 0.00% -904.0 -8.9% $188.00 +20.8%
1067 MUR MURPHY OIL CORP Energy 42,362.0 $1.7M 0.00% $41.25 -16.9%
1068 AGX ARGAN INC Industrials 3,204.0 $1.7M 0.00% -541.0 -14.4% $544.65 +35.7%
1069 LXP INDUSTRIAL TRUST 37,712.0 $1.7M 0.00% -20K -34.4% $46.26
1070 PBYI PUMA BIOTECHNOLOGY INC Healthcare 272,890.0 $1.7M 0.00% +246K +898.3% $6.39 +18.3%
1071 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 264,611.0 $1.7M 0.00% $6.58 +58.4%
1072 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 31,506.0 $1.7M 0.00% $54.81 +21.3%
1073 EXLS EXLSERVICE HLDGS INC Technology 56,593.0 $1.7M 0.00% $30.45 -14.8%
1074 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 16,303.0 $1.7M 0.00% $105.40 +7.1%
1075 BCPC BALCHEM CORP Basic Materials 10,113.0 $1.7M 0.00% $169.48 -2.1%
1076 FMC FMC CORP Basic Materials 99,409.0 $1.7M 0.00% $17.22 -32.9%
1077 SRPT SAREPTA THERAPEUTICS INC Healthcare 77,830.0 $1.7M 0.00% -507.0 -0.7% $21.76 -19.4%
1078 ECVT ECOVYST INC Basic Materials 130,361.0 $1.7M 0.00% +103K +379.4% $12.86 -0.3%
1079 DCH DAUCH CORP Industrials 281,839.0 $1.7M 0.00% +1K +0.5% $5.93 +6.4%
1080 ORA ORMAT TECHNOLOGIES INC Utilities 14,929.0 $1.7M 0.00% $111.92 +14.1%
Page 54 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%