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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 65 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CRC CALIFORNIA RES CORP Energy 20,377.0 $911K 0.00% NEW $44.71 +23.7%
1282 GFF GRIFFON CORP Industrials 12,363.0 $911K 0.00% NEW $73.65 +23.7%
1283 SCSC SCANSOURCE INC Technology 23,215.0 $907K 0.00% NEW $39.06 +27.1%
1284 SHAK SHAKE SHACK INC Consumer Cyclical 11,109.0 $902K 0.00% NEW $81.17 -27.2%
1285 COMP COMPASS INC Technology 85,260.0 $901K 0.00% NEW $10.57 -5.3%
1286 HURN HURON CONSULTING GROUP INC Industrials 5,210.0 $901K 0.00% NEW $172.91 -47.6%
1287 LBRT LIBERTY ENERGY INC Energy 48,745.0 $900K 0.00% NEW $18.46 +47.2%
1288 KTB KONTOOR BRANDS INC Consumer Cyclical 14,705.0 $898K 0.00% NEW $61.09 +28.0%
1289 OSIS OSI SYSTEMS INC Technology 3,521.0 $898K 0.00% NEW $255.06 -12.7%
1290 POTLATCHDELTIC CORPORATION 22,548.0 $897K 0.00% NEW $39.78
1291 SHOO MADDEN STEVEN LTD Consumer Cyclical 21,504.0 $895K 0.00% NEW $41.64 +6.1%
1292 CDP COPT DEFENSE PROPERTIES Real Estate 32,204.0 $895K 0.00% NEW $27.80 +20.6%
1293 BANC BANC OF CALIFORNIA INC Financial Services 46,348.0 $894K 0.00% NEW $19.29 +4.1%
1294 CALX CALIX INC Technology 16,883.0 $894K 0.00% NEW $52.93 -28.3%
1295 VRRM VERRA MOBILITY CORP Technology 39,864.0 $893K 0.00% NEW $22.41 -79.0%
1296 CURB CURBLINE PPTYS CORP Real Estate 38,414.0 $892K 0.00% NEW $23.21 +28.7%
1297 MGRC MCGRATH RENTCORP Industrials 8,468.0 $889K 0.00% NEW $104.93 +12.6%
1298 DAN DANA INC Consumer Cyclical 37,233.0 $885K 0.00% NEW $23.76 +22.8%
1299 MYE MYERS INDS INC Consumer Cyclical 47,061.0 $881K 0.00% NEW $18.72 +46.4%
1300 KAI KADANT INC Industrials 3,075.0 $876K 0.00% NEW $285.02 +6.8%
Page 65 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%