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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 77 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SPSC SPS COMM INC Technology 9,089.0 $506K 0.00% $55.67 -4.6%
1522 TALO TALOS ENERGY INC Energy 31,878.0 $502K 0.00% $15.76 -12.6%
1523 CRGY CRESCENT ENERGY COMPANY Energy 37,156.0 $502K 0.00% $13.50 -22.7%
1524 HMN HORACE MANN EDUCATORS CORP N Financial Services 11,742.0 $501K 0.00% $42.68 +14.1%
1525 PDM PIEDMONT REALTY TRUST INC Real Estate 76,107.0 $500K 0.00% $6.57 +36.1%
1526 RAMP LIVERAMP HLDGS INC Technology 18,789.0 $498K 0.00% $26.52 +42.3%
1527 ATRO ASTRONICS CORP Industrials 7,441.0 $497K 0.00% $66.73 +20.7%
1528 LC LENDINGCLUB ISSUANCE TR SER Financial Services 34,524.0 $494K 0.00% $14.32 +34.1%
1529 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 35,558.0 $494K 0.00% $13.88 +26.3%
1530 TNK TEEKAY TANKERS LTD Energy 6,727.0 $493K 0.00% $73.32 +1.5%
1531 VECO VEECO INSTRS INC DEL Technology 14,528.0 $492K 0.00% $33.86 +135.2%
1532 IOSP INNOSPEC INC Basic Materials 6,727.0 $491K 0.00% $73.02 +13.3%
1533 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 7,550.0 $487K 0.00% $64.45 +15.8%
1534 SONO SONOS INC Technology 36,306.0 $486K 0.00% $13.40 +9.6%
1535 ARLO ARLO TECHNOLOGIES INC Industrials 34,165.0 $486K 0.00% $14.23 -8.2%
1536 RXO RXO INC Industrials 33,192.0 $485K 0.00% $14.62 +73.7%
1537 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 20,547.0 $484K 0.00% $23.56 +11.2%
1538 HTO H2O AMERICA Utilities 8,211.0 $482K 0.00% $58.67 -3.4%
1539 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 14,752.0 $478K 0.00% $32.42 +16.5%
1540 DAVE INC 2,746.0 $478K 0.00% $174.09
Page 77 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%