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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 69 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 AWR AMER STATES WTR CO Utilities 10,474.0 $759K 0.00% NEW $72.48 +6.4%
1362 GCI LIBERTY INC 20,399.0 $759K 0.00% NEW $37.21
1363 MYRG MYR GROUP INC DEL Industrials 3,464.0 $757K 0.00% NEW $218.50 +111.0%
1364 HWKN HAWKINS INC Basic Materials 5,326.0 $757K 0.00% NEW $142.06 +13.6%
1365 BKD BROOKDALE SR LIVING INC Healthcare 70,092.0 $756K 0.00% NEW $10.79 +26.5%
1366 SBCF SEACOAST BKG CORP FLA Financial Services 24,054.0 $756K 0.00% NEW $31.42 -1.8%
1367 UPWK UPWORK INC Industrials 38,118.0 $755K 0.00% NEW $19.82 -59.4%
1368 MHO M/I HOMES INC Consumer Cyclical 5,877.0 $752K 0.00% NEW $127.95 +16.5%
1369 OGS ONE GAS INC Utilities 9,645.0 $745K 0.00% NEW $77.25 -0.6%
1370 PTEN PATTERSON-UTI ENERGY INC Energy 121,655.0 $743K 0.00% NEW $6.11 +64.3%
1371 DEI DOUGLAS EMMETT INC Real Estate 67,490.0 $742K 0.00% NEW $10.99 +6.6%
1372 PRG PROG HOLDINGS INC Industrials 25,139.0 $741K 0.00% NEW $29.49 +30.3%
1373 PBF PBF ENERGY INC Energy 27,328.0 $741K 0.00% NEW $27.12 +37.5%
1374 CNK CINEMARK HLDGS INC Communication Services 31,392.0 $730K 0.00% NEW $23.24 +45.3%
1375 KLIC KULICKE & SOFFA INDS INC Technology 15,873.0 $723K 0.00% NEW $45.56 +167.5%
1376 VSEC VSE CORP Industrials 4,180.0 $722K 0.00% NEW $172.77 +20.5%
1377 DHC DIVERSIFIED HEALTHCARE TR Real Estate 148,747.0 $721K 0.00% NEW $4.85 +82.7%
1378 CENX CENTURY ALUM CO Basic Materials 18,408.0 $721K 0.00% NEW $39.18 +32.0%
1379 LGND LIGAND PHARMACEUTICALS INC Healthcare 3,805.0 $719K 0.00% NEW $189.07 +45.4%
1380 MCY MERCURY GENL CORP NEW Financial Services 7,631.0 $718K 0.00% NEW $94.06 +9.2%
Page 69 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%