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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 65 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 EXPO EXPONENT INC Industrials 14,409.0 $940K 0.00% $65.25 -12.8%
1282 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 25,576.0 $940K 0.00% $36.75 +6.3%
1283 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 48,885.0 $936K 0.00% $19.15 -5.5%
1284 AVNT AVIENT CORPORATION Basic Materials 25,773.0 $936K 0.00% $36.30 +3.7%
1285 OSIS OSI SYSTEMS INC Technology 3,521.0 $935K 0.00% $265.51 -16.1%
1286 WT WISDOMTREE INC Financial Services 63,973.0 $931K 0.00% $14.56 +25.8%
1287 CELC CELCUITY INC Healthcare 8,118.0 $927K 0.00% $114.14 -23.1%
1288 CNR CORE NATURAL RESOURCES INC Energy 8,748.0 $916K 0.00% $104.73 -20.2%
1289 LRN STRIDE INC Consumer Defensive 10,375.0 $915K 0.00% -634.0 -5.8% $88.17 -6.1%
1290 PHIN PHINIA INC Consumer Cyclical 13,303.0 $910K 0.00% $68.44 +18.0%
1291 BGC BGC GROUP INC Financial Services 93,066.0 $910K 0.00% $9.78 +23.2%
1292 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 19,561.0 $907K 0.00% -881.0 -4.3% $46.36 +76.8%
1293 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 23,115.0 $904K 0.00% $39.12 +34.8%
1294 DV DOUBLEVERIFY HLDGS INC Technology 95,185.0 $904K 0.00% $9.50 +8.7%
1295 PARR PAR PAC HOLDINGS INC Energy 14,377.0 $901K 0.00% -1K -8.9% $62.64 -18.8%
1296 FLAGSTAR BANK NATIONAL ASSOC 68,342.0 $900K 0.00% $13.17
1297 CVLT COMMVAULT SYS INC Technology 11,549.0 $900K 0.00% $77.89 +66.9%
1298 KAI KADANT INC Industrials 3,075.0 $899K 0.00% $292.35 +4.2%
1299 GFF GRIFFON CORP Industrials 12,363.0 $899K 0.00% $72.68 +25.4%
1300 CNK CINEMARK HLDGS INC Communication Services 31,392.0 $895K 0.00% $28.52 +18.4%
Page 65 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%