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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 78 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ITIC INVESTORS TITLE CO NC Financial Services 2,199.0 $478K 0.00% $217.34 +18.9%
1542 HTH HILLTOP HLDGS INC Financial Services 13,334.0 $478K 0.00% -4K -22.8% $35.82 +5.7%
1543 GHC GRAHAM HLDGS CO Consumer Defensive 450.0 $476K 0.00% $1057.26 +8.3%
1544 BLKB BLACKBAUD INC Technology 12,318.0 $476K 0.00% $38.61 -30.0%
1545 SOUN SOUNDHOUND AI INC Technology 68,980.0 $474K 0.00% $6.87 +3.6%
1546 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 6,370.0 $469K 0.00% NEW $73.70 +13.9%
1547 OI O-I GLASS INC Consumer Cyclical 44,369.0 $466K 0.00% $10.51 -12.2%
1548 GBX GREENBRIER COS INC Industrials 8,854.0 $466K 0.00% $52.65 -5.6%
1549 JBGS JBG SMITH PPTYS Real Estate 31,886.0 $466K 0.00% $14.61 -3.1%
1550 STC STEWART INFORMATION SVCS COR Financial Services 7,562.0 $466K 0.00% $61.58 +7.9%
1551 STBA S & T BANCORP INC Financial Services 11,106.0 $465K 0.00% $41.83 +12.0%
1552 AGYS AGILYSYS INC Technology 6,517.0 $464K 0.00% $71.14 +23.0%
1553 ICUI ICU MED INC Healthcare 3,578.0 $462K 0.00% $129.15 +8.7%
1554 SFL SFL CORPORATION LTD Industrials 42,804.0 $462K 0.00% $10.79 +0.2%
1555 NWBI NORTHWEST BANCSHARES INC Financial Services 36,387.0 $462K 0.00% $12.69 +14.1%
1556 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 14,537.0 $461K 0.00% $31.72 +2.2%
1557 CNS COHEN & STEERS INC Financial Services 7,367.0 $461K 0.00% $62.55 +19.7%
1558 NATH NATHANS FAMOUS INC Consumer Cyclical 4,542.0 $458K 0.00% $100.73 +0.9%
1559 ROG ROGERS CORP Technology 4,257.0 $457K 0.00% $107.33 +51.6%
1560 WOR WORTHINGTON ENTERPRISES INC Industrials 8,752.0 $456K 0.00% $52.14 +15.8%
Page 78 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%