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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 76 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 FBK FB FINL CORP Financial Services 10,129.0 $526K 0.00% — — $51.94 +1.5%
1502 CUBI CUSTOMERS BANCORP INC Financial Services 7,576.0 $526K 0.00% — — $69.41 +11.0%
1503 MZTI MARZETTI COMPANY Consumer Defensive 3,798.0 $525K 0.00% +2K +77.3% $138.33 -27.4%
1504 TARS TARSUS PHARMACEUTICALS INC Healthcare 7,450.0 $523K 0.00% — — $70.15 +7.9%
1505 IDYA IDEAYA BIOSCIENCES INC Healthcare 15,633.0 $521K 0.00% — — $33.32 +10.1%
1506 GNL GLOBAL NET LEASE INC Real Estate 55,578.0 $520K 0.00% — — $9.36 -8.7%
1507 GRAL GRAIL INC Healthcare 10,025.0 $518K 0.00% — — $51.68 +145.5%
1508 WHD CACTUS INC Energy 10,899.0 $516K 0.00% — — $47.37 +35.7%
1509 LQDA LIQUIDIA CORPORATION Healthcare 13,680.0 $516K 0.00% — — $37.74 +81.3%
1510 MD PEDIATRIX MEDICAL GROUP INC Healthcare 24,026.0 $514K 0.00% — — $21.39 +23.0%
1511 FCF FIRST COMWLTH FINL CORP PA Financial Services 29,226.0 $514K 0.00% — — $17.58 +18.9%
1512 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 23,953.0 $514K 0.00% — — $21.45 +63.2%
1513 HAYW HAYWARD HLDGS INC Industrials 38,220.0 $511K 0.00% — — $13.38 -5.6%
1514 AKR ACADIA RLTY TR Real Estate 26,691.0 $510K 0.00% — — $19.12 +0.6%
1515 WRBY WARBY PARKER INC Healthcare 24,200.0 $510K 0.00% — — $21.07 +26.8%
1516 STEL STELLAR BANCORP INC Financial Services 13,904.0 $509K 0.00% — — $36.61 +7.4%
1517 THR THERMON GROUP HLDGS INC Industrials 10,091.0 $509K 0.00% — — $50.40 +21.3%
1518 SYBT STOCK YDS BANCORP INC Financial Services 7,666.0 $508K 0.00% — — $66.29 +18.5%
1519 CECO CECO ENVIRONMENTAL CORP Industrials 8,510.0 $507K 0.00% — — $59.58 +23.4%
1520 OSCR OSCAR HEALTH INC Healthcare 44,150.0 $506K 0.00% — — $11.47 +158.1%
Page 76 of 104  ·  2,063 positions

① 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 33.2%
Financial Services 11.5%
Consumer Cyclical 10.4%
Healthcare 10.1%
Industrials 9.6%
Communication Services 8.1%
Consumer Defensive 5.3%
Energy 4.4%
Utilities 2.9%
Real Estate 2.3%