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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 55 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 TEX TEREX CORP NEW Industrials 28,005.0 $1.7M 0.00% +9K +46.4% $59.10 +13.1%
1082 CUSHMAN AND WAKEFIELD LTD 134,835.0 $1.7M 0.00% $12.26
1083 LUMN LUMEN TECHNOLOGIES INC Communication Services 235,300.0 $1.6M 0.00% $6.95 +18.0%
1084 PCVX VAXCYTE INC Healthcare 28,102.0 $1.6M 0.00% +1K +5.1% $58.11 -11.5%
1085 TILE INTERFACE INC Consumer Cyclical 65,022.0 $1.6M 0.00% +30K +86.6% $24.92 +30.7%
1086 AVAV AEROVIRONMENT INC Industrials 8,838.0 $1.6M 0.00% $183.05 -7.3%
1087 BOKF BOK FINL CORP Financial Services 12,617.0 $1.6M 0.00% $128.06 +1.8%
1088 HCSG HEALTHCARE SVCS GROUP INC Healthcare 86,292.0 $1.6M 0.00% -6K -6.4% $18.55 +23.7%
1089 TDS TELEPHONE & DATA SYS INC Communication Services 38,016.0 $1.6M 0.00% $42.10 -6.0%
1090 FLO FLOWERS FOODS INC Consumer Defensive 195,887.0 $1.6M 0.00% $8.15 -4.5%
1091 HQY HEALTHEQUITY INC Healthcare 19,063.0 $1.6M 0.00% $83.57 +2.0%
1092 IMAX IMAX CORP Communication Services 41,888.0 $1.6M 0.00% -14K -25.2% $38.01 +16.6%
1093 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 17,292.0 $1.6M 0.00% -1K -6.0% $91.64 +3.6%
1094 BRBR BELLRING BRANDS INC Consumer Defensive 98,236.0 $1.6M 0.00% $16.09 -41.2%
1095 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 39,932.0 $1.6M 0.00% $39.52 +0.2%
1096 INSTALLED BLDG PRODS INC 5,932.0 $1.6M 0.00% -300.0 -4.8% $265.15
1097 PPC PILGRIMS PRIDE CORP Consumer Defensive 41,561.0 $1.6M 0.00% $37.76 -27.6%
1098 GLNG GOLAR LNG LTD Energy 28,928.0 $1.6M 0.00% $54.11 -8.3%
1099 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 23,637.0 $1.6M 0.00% $66.11 +6.1%
1100 FRHC FREEDOM HOLDING CORP Financial Services 10,632.0 $1.5M 0.00% $144.88 -0.8%
Page 55 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%