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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 +3.5%
1502 CUBI CUSTOMERS BANCORP INC Financial Services 7,576.0 $526K 0.00% $69.41 +9.2%
1503 MZTI MARZETTI COMPANY Consumer Defensive 3,798.0 $525K 0.00% +2K +77.3% $138.33 -22.6%
1504 TARS TARSUS PHARMACEUTICALS INC Healthcare 7,450.0 $523K 0.00% $70.15 -10.0%
1505 IDYA IDEAYA BIOSCIENCES INC Healthcare 15,633.0 $521K 0.00% $33.32 -6.3%
1506 GNL GLOBAL NET LEASE INC Real Estate 55,578.0 $520K 0.00% $9.36 -1.5%
1507 GRAL GRAIL INC Healthcare 10,025.0 $518K 0.00% $51.68 +23.3%
1508 WHD CACTUS INC Energy 10,899.0 $516K 0.00% $47.37 +15.5%
1509 LQDA LIQUIDIA CORPORATION Healthcare 13,680.0 $516K 0.00% $37.74 +88.3%
1510 MD PEDIATRIX MEDICAL GROUP INC Healthcare 24,026.0 $514K 0.00% $21.39 +10.4%
1511 FCF FIRST COMWLTH FINL CORP PA Financial Services 29,226.0 $514K 0.00% $17.58 +11.1%
1512 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 23,953.0 $514K 0.00% $21.45 +33.1%
1513 HAYW HAYWARD HLDGS INC Industrials 38,220.0 $511K 0.00% $13.38 +12.1%
1514 AKR ACADIA RLTY TR Real Estate 26,691.0 $510K 0.00% $19.12 +10.5%
1515 WRBY WARBY PARKER INC Healthcare 24,200.0 $510K 0.00% $21.07 +23.2%
1516 STEL STELLAR BANCORP INC Financial Services 13,904.0 $509K 0.00% $36.61 +5.0%
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 +10.4%
1519 CECO CECO ENVIRONMENTAL CORP Industrials 8,510.0 $507K 0.00% $59.58 +65.2%
1520 OSCR OSCAR HEALTH INC Healthcare 44,150.0 $506K 0.00% $11.47 +147.6%
Page 76 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%