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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 60 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CACC CREDIT ACCEP CORP MICH Financial Services 2,636.0 $1.2M 0.00% NEW $443.46 +30.7%
1182 KBH KB HOME Consumer Cyclical 20,718.0 $1.2M 0.00% NEW $56.41 -3.9%
1183 QTWO Q2 HLDGS INC Technology 16,187.0 $1.2M 0.00% NEW $72.16 -40.6%
1184 WK WORKIVA INC Technology 13,540.0 $1.2M 0.00% NEW $86.25 -45.1%
1185 COTY COTY INC Consumer Defensive 378,205.0 $1.2M 0.00% NEW $3.08 -36.7%
1186 BOOT BOOT BARN HLDGS INC Consumer Cyclical 6,595.0 $1.2M 0.00% NEW $176.47 -1.3%
1187 CLEARWAY ENERGY INC 37,025.0 $1.2M 0.00% NEW $31.42
1188 JBT MAREL CORPORATION 7,690.0 $1.2M 0.00% NEW $150.67
1189 BMI BADGER METER INC Technology 6,632.0 $1.2M 0.00% NEW $174.41 -22.3%
1190 VIAV VIAVI SOLUTIONS INC Technology 64,730.0 $1.2M 0.00% NEW $17.82 +164.7%
1191 QLYS QUALYS INC Technology 8,666.0 $1.2M 0.00% NEW $132.90 -16.3%
1192 OSBC OLD SECOND BANCORP INC ILL Financial Services 58,816.0 $1.1M 0.00% NEW $19.50 +12.3%
1193 VSAT VIASAT INC Technology 33,247.0 $1.1M 0.00% NEW $34.46 +86.1%
1194 PERIMETER SOLUTIONS INC 41,398.0 $1.1M 0.00% NEW $27.53
1195 UMBF UMB FINL CORP Financial Services 9,869.0 $1.1M 0.00% NEW $115.04 +15.7%
1196 PJT PJT PARTNERS INC Financial Services 6,781.0 $1.1M 0.00% NEW $167.20 -7.0%
1197 KNF KNIFE RIVER CORP Basic Materials 16,107.0 $1.1M 0.00% NEW $70.35 +22.6%
1198 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 10,909.0 $1.1M 0.00% NEW $103.47 +15.1%
1199 IRT INDEPENDENCE RLTY TR INC Real Estate 64,442.0 $1.1M 0.00% NEW $17.48 -9.5%
1200 TGTX TG THERAPEUTICS INC Healthcare 37,685.0 $1.1M 0.00% NEW $29.81 +78.5%
Page 60 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%