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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 56 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 18,396.0 $1.5M 0.00% NEW $81.50 +16.5%
1102 BOKF BOK FINL CORP Financial Services 12,617.0 $1.5M 0.00% NEW $118.46 +10.0%
1103 KRG KITE RLTY GROUP TR Real Estate 62,179.0 $1.5M 0.00% NEW $23.97 +16.4%
1104 SBRA SABRA HEALTH CARE REIT INC Real Estate 78,451.0 $1.5M 0.00% NEW $18.94 -4.3%
1105 IRIDIUM COMMUNICATIONS INC 85,441.0 $1.5M 0.00% NEW $17.38
1106 GKOS GLAUKOS CORP Healthcare 12,982.0 $1.5M 0.00% NEW $112.91 +15.7%
1107 BL BLACKLINE INC Technology 26,491.0 $1.5M 0.00% NEW $55.29 -51.6%
1108 ACA ARCOSA INC Industrials 13,776.0 $1.5M 0.00% NEW $106.32 +27.8%
1109 YELP YELP INC Communication Services 48,168.0 $1.5M 0.00% NEW $30.39 -24.7%
1110 SIGA SIGA TECHNOLOGIES INC Healthcare 238,975.0 $1.5M 0.00% NEW $6.11 -29.3%
1111 CVLT COMMVAULT SYS INC Technology 11,549.0 $1.4M 0.00% NEW $125.36 +3.7%
1112 MMS MAXIMUS INC Industrials 16,768.0 $1.4M 0.00% NEW $86.32 -35.4%
1113 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 46,148.0 $1.4M 0.00% NEW $31.22 +5.2%
1114 MTDR MATADOR RES CO Energy 33,923.0 $1.4M 0.00% NEW $42.44 +16.8%
1115 ADMA ADMA BIOLOGICS INC Healthcare 78,823.0 $1.4M 0.00% NEW $18.24 -54.4%
1116 REZI RESIDEO TECHNOLOGIES INC Industrials 40,871.0 $1.4M 0.00% NEW $35.12 -9.1%
1117 TXNM ENERGY INC 24,364.0 $1.4M 0.00% NEW $58.88
1118 CNX CNX RES CORP Energy 38,911.0 $1.4M 0.00% NEW $36.77 -11.2%
1119 SIGI SELECTIVE INS GROUP INC Financial Services 17,081.0 $1.4M 0.00% NEW $83.67 +10.3%
1120 NUVL NUVALENT INC Healthcare 14,182.0 $1.4M 0.00% NEW $100.59 +22.7%
Page 56 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%