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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 73 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 14,084.0 $600K 0.00% NEW $42.61 +55.5%
1442 NVTS NAVITAS SEMICONDUCTOR CORP Technology 68,210.0 $598K 0.00% $8.77 +173.9%
1443 EPAC ENERPAC TOOL GROUP CORP Industrials 16,402.0 $598K 0.00% $36.47 +0.4%
1444 CHEF CHEFS WHSE INC Consumer Defensive 10,027.0 $596K 0.00% $59.45 +60.5%
1445 SEADRILL LTD 13,050.0 $594K 0.00% $45.50
1446 CFFN CAPITOL FED FINL INC Financial Services 83,017.0 $592K 0.00% $7.13 +13.3%
1447 IVT INVENTRUST PPTYS CORP Real Estate 19,420.0 $592K 0.00% $30.46 +12.7%
1448 CERT CERTARA INC Healthcare 103,762.0 $591K 0.00% $5.70 -2.8%
1449 BUSE FIRST BUSEY CORP Financial Services 23,326.0 $589K 0.00% $25.27 +11.7%
1450 NMRK NEWMARK GROUP INC Real Estate 39,197.0 $588K 0.00% $14.99 -0.8%
1451 WAFD WAFD INC Financial Services 18,712.0 $588K 0.00% $31.40 +16.2%
1452 ALRM ALARM COM HLDGS INC Technology 13,591.0 $587K 0.00% $43.19 +2.8%
1453 FCPT FOUR CORNERS PPTY TR INC Real Estate 24,748.0 $585K 0.00% $23.65 +3.6%
1454 RELY REMITLY GLOBAL INC Technology 37,330.0 $585K 0.00% $15.67 +34.7%
1455 JXN JACKSON FINANCIAL INC Financial Services 5,495.0 $581K 0.00% $105.72 +1.0%
1456 ITGR INTEGER HLDGS CORP Healthcare 6,588.0 $580K 0.00% $88.00 +3.4%
1457 VERA VERA THERAPEUTICS INC Healthcare 14,395.0 $579K 0.00% +2K +21.0% $40.23 -12.8%
1458 NEOG NEOGEN CORP Healthcare 62,212.0 $578K 0.00% $9.29 +0.2%
1459 BELFB BEL FUSE INC Technology 2,918.0 $578K 0.00% $197.98 +49.7%
1460 KOD KODIAK SCIENCES INC Healthcare 15,103.0 $576K 0.00% +5K +55.3% $38.12 -5.2%
Page 73 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%