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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 75 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 AMBA AMBARELLA INC Technology 10,760.0 $554K 0.00% $51.48 +35.9%
1482 CRK COMSTOCK RES INC Energy 26,246.0 $553K 0.00% $21.08 -37.9%
1483 WDFC WD 40 CO Basic Materials 2,711.0 $553K 0.00% +132.0 +5.1% $203.94 +11.4%
1484 USAR USA RARE EARTH INC Basic Materials 36,468.0 $552K 0.00% NEW $15.13 +62.8%
1485 TENB TENABLE HLDGS INC Technology 32,610.0 $552K 0.00% $16.91 +58.9%
1486 ADNT ADIENT PLC Consumer Cyclical 27,292.0 $552K 0.00% $20.21 +2.7%
1487 BROWN FORMAN CORP 20,505.0 $549K 0.00% $26.79
1488 UPST UPSTART HLDGS INC Financial Services 21,350.0 $548K 0.00% $25.65 +26.4%
1489 EXTR EXTREME NETWORKS INC Technology 36,038.0 $543K 0.00% $15.08 +108.1%
1490 UFPT UFP TECHNOLOGIES INC Healthcare 2,803.0 $543K 0.00% -194.0 -6.5% $193.60 +23.6%
1491 NWN NORTHWEST NAT HLDG CO Utilities 10,185.0 $542K 0.00% $53.22 -7.9%
1492 OFG OFG BANCORP Financial Services 13,315.0 $539K 0.00% -13K -48.6% $40.46 +15.3%
1493 WINA WINMARK CORP Consumer Cyclical 1,258.0 $538K 0.00% -147.0 -10.5% $427.55 -6.4%
1494 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 56,361.0 $537K 0.00% $9.52 -5.6%
1495 AGIO AGIOS PHARMACEUTICALS INC Healthcare 15,847.0 $536K 0.00% $33.83 +1.0%
1496 HRI HERC HLDGS INC Industrials 5,381.0 $536K 0.00% $99.55 +55.8%
1497 WERN WERNER ENTERPRISES INC Industrials 18,082.0 $532K 0.00% $29.41 +38.4%
1498 EWTX EDGEWISE THERAPEUTICS INC Healthcare 16,870.0 $531K 0.00% $31.50 +16.9%
1499 SYNA SYNAPTICS INC Technology 7,577.0 $531K 0.00% $70.04 +101.2%
1500 EVTC EVERTEC INC Technology 18,665.0 $527K 0.00% -3K -12.9% $28.22 -8.9%
Page 75 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%