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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 80 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 CCS CENTURY COMMUNITIES INC Consumer Cyclical 7,560.0 $434K 0.00% $57.38 +10.2%
1582 GRAB GRAB HOLDINGS LIMITED Technology 118,500.0 $434K 0.00% $3.66 -2.5%
1583 PRLB PROTO LABS INC Industrials 7,559.0 $431K 0.00% $57.02 +42.2%
1584 ALHC ALIGNMENT HEALTHCARE INC Healthcare 24,330.0 $429K 0.00% $17.62 +24.1%
1585 ARCB ARCBEST CORP Industrials 4,356.0 $428K 0.00% $98.36 +46.9%
1586 OMCL OMNICELL COM Healthcare 12,830.0 $428K 0.00% $33.38 +17.0%
1587 CTS CTS CORP Technology 8,967.0 $428K 0.00% $47.76 +40.3%
1588 PII POLARIS INC Consumer Cyclical 7,843.0 $427K 0.00% $54.50 +30.9%
1589 SLVM SYLVAMO CORP Basic Materials 10,119.0 $427K 0.00% $42.24 -6.1%
1590 VRE VERIS RESIDENTIAL INC Real Estate 22,591.0 $426K 0.00% $18.87 +0.6%
1591 TRS TRIMAS CORP Consumer Cyclical 11,844.0 $426K 0.00% -41K -77.5% $35.94 +21.8%
1592 NBR NABORS INDUSTRIES LTD Energy 4,930.0 $424K 0.00% NEW $86.06 +1.2%
1593 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 39,140.0 $423K 0.00% $10.80 +23.3%
1594 CMB.TECH NV 33,391.0 $422K 0.00% $12.65
1595 CIM CHIMERA INVT CORP Real Estate 33,586.0 $422K 0.00% $12.55 +5.8%
1596 ASGN ASGN INC Technology 10,872.0 $421K 0.00% $38.71 -50.2%
1597 TCBK TRICO BANCSHARES Financial Services 8,816.0 $419K 0.00% $47.54 +8.1%
1598 UPWK UPWORK INC Industrials 38,118.0 $418K 0.00% $10.96 -26.6%
1599 AVPT AVEPOINT INC Technology 43,900.0 $417K 0.00% $9.51 +9.5%
1600 SNDR SCHNEIDER NATIONAL INC Industrials 15,780.0 $416K 0.00% $26.36 +35.4%
Page 80 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%