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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 67 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 CXW CORECIVIC INC Real Estate 44,660.0 $845K 0.00% $18.91 +52.8%
1322 BCC BOISE CASCADE CO DEL Basic Materials 11,128.0 $844K 0.00% $75.85 -1.6%
1323 DK DELEK US HLDGS INC NEW Energy 18,641.0 $840K 0.00% $45.07 -8.0%
1324 LBRDA LIBERTY BROADBAND CORP Communication Services 16,626.0 $835K 0.00% $50.22 -41.2%
1325 POWI POWER INTEGRATIONS INC Technology 16,279.0 $833K 0.00% $51.20 +70.1%
1326 OGS ONE GAS INC Utilities 9,645.0 $831K 0.00% $86.13 -10.9%
1327 CALX CALIX INC Technology 16,883.0 $827K 0.00% $48.99 -22.5%
1328 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 8,841.0 $826K 0.00% $93.48 +15.2%
1329 PLMR PALOMAR HLDGS INC Financial Services 6,914.0 $826K 0.00% $119.50 -6.5%
1330 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 24,264.0 $821K 0.00% $33.85 +28.2%
1331 UUUU ENERGY FUELS INC Energy 44,958.0 $820K 0.00% $18.25 -9.3%
1332 IIIV I3 VERTICALS INC Technology 36,626.0 $819K 0.00% -13K -26.3% $22.36 -11.4%
1333 HWKN HAWKINS INC Basic Materials 5,326.0 $818K 0.00% $153.60 +5.1%
1334 TMDX TRANSMEDICS GROUP INC Healthcare 8,217.0 $817K 0.00% $99.41 -20.7%
1335 BANC BANC OF CALIFORNIA INC Financial Services 46,348.0 $815K 0.00% $17.58 +14.3%
1336 HOPE HOPE BANCORP INC Financial Services 72,917.0 $814K 0.00% $11.17 +15.0%
1337 STNG SCORPIO TANKERS INC Energy 10,872.0 $812K 0.00% -2K -14.3% $74.66 +7.9%
1338 TBBK BANCORP INC DEL Financial Services 15,106.0 $812K 0.00% $53.73 +4.5%
1339 WK WORKIVA INC Technology 13,540.0 $807K 0.00% $59.63 -20.6%
1340 NG NOVAGOLD RESOURCES INC Basic Materials 89,880.0 $807K 0.00% $8.98 -13.1%
Page 67 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%