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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 72 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 FBNC FIRST BANCORP N C Financial Services 11,366.0 $640K 0.00% $56.35 +7.8%
1422 IREN IREN LIMITED Financial Services 18,650.0 $639K 0.00% NEW $34.28 +74.9%
1423 SXI STANDEX INTL CORP Industrials 2,507.0 $639K 0.00% $254.86 +23.7%
1424 MTW MANITOWOC CO INC Industrials 54,738.0 $638K 0.00% +41K +309.3% $11.65 +13.0%
1425 DEI DOUGLAS EMMETT INC Real Estate 67,490.0 $636K 0.00% $9.42 +24.3%
1426 MSGE SPHERE ENTERTAINMENT CO Communication Services 5,405.0 $635K 0.00% +569.0 +11.8% $117.40 -37.5%
1427 ZETA ZETA GLOBAL HOLDINGS CORP Technology 39,270.0 $625K 0.00% $15.92 +18.7%
1428 NTCT NETSCOUT SYS INC Technology 19,479.0 $619K 0.00% $31.79 +24.8%
1429 ENVA ENOVA INTL INC Financial Services 4,554.0 $619K 0.00% $135.83 +49.1%
1430 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 35,077.0 $618K 0.00% $17.62 +15.3%
1431 TVTX TRAVERE THERAPEUTICS INC Healthcare 20,785.0 $618K 0.00% $29.71 +85.6%
1432 MTRN MATERION CORP Basic Materials 4,269.0 $618K 0.00% +2K +93.4% $144.65 +90.1%
1433 LMAT LEMAITRE VASCULAR INC Healthcare 5,603.0 $612K 0.00% $109.17 -13.9%
1434 ENVIRI CORP 31,148.0 $611K 0.00% $19.62
1435 RIOT RIOT PLATFORMS INC Financial Services 49,433.0 $611K 0.00% $12.36 +127.3%
1436 BANF BANCFIRST CORP Financial Services 5,624.0 $610K 0.00% $108.50 +2.6%
1437 ARI APOLLO COML REAL ESTATE FIN Real Estate 57,264.0 $605K 0.00% $10.56 +2.6%
1438 CORZ CORE SCIENTIFIC INC NEW Technology 40,269.0 $602K 0.00% +15K +57.9% $14.96 +94.9%
1439 HLIO HELIOS TECHNOLOGIES INC Industrials 9,295.0 $601K 0.00% $64.71 +39.8%
1440 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 90,543.0 $600K 0.00% $6.63 -6.6%
Page 72 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%