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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 82 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 LZB LA Z BOY INC Consumer Cyclical 12,394.0 $398K 0.00% -332.0 -2.6% $32.14 +23.4%
1622 XMTR XOMETRY INC Industrials 9,700.0 $396K 0.00% $40.84 +117.6%
1623 BRIGHTSTAR LOTTERY PLC 31,009.0 $395K 0.00% $12.74
1624 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 18,060.0 $393K 0.00% $21.75 +33.7%
1625 IMVT IMMUNOVANT INC Healthcare 15,774.0 $392K 0.00% $24.84 +42.3%
1626 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 9,724.0 $391K 0.00% $40.26 -31.8%
1627 LUNR INTUITIVE MACHINES INC Industrials 21,008.0 $390K 0.00% NEW $18.56 +23.1%
1628 NSIT INSIGHT ENTERPRISES INC Technology 5,770.0 $387K 0.00% $67.01 +61.8%
1629 ZYMEWORKS INC 15,340.0 $384K 0.00% $25.04
1630 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 17,880.0 $383K 0.00% $21.44 +0.4%
1631 QCRH QCR HLDGS INC Financial Services 4,467.0 $382K 0.00% $85.45 +11.1%
1632 WABC WESTAMERICA BANCORPORATION Financial Services 7,314.0 $381K 0.00% $52.15 +10.8%
1633 PRA PROASSURANCE CORP Financial Services 15,424.0 $381K 0.00% $24.72 -0.3%
1634 LKFN LAKELAND FINL CORP Financial Services 6,630.0 $380K 0.00% $57.38 +4.3%
1635 ICHR ICHOR HOLDINGS Technology 8,150.0 $380K 0.00% NEW $46.61 +111.6%
1636 ATRC ATRICURE INC Healthcare 13,299.0 $379K 0.00% $28.53 +0.9%
1637 PRG PROG HOLDINGS INC Industrials 13,219.0 $379K 0.00% -12K -47.4% $28.69 +33.9%
1638 THE BALDWIN INSURANCE GRP IN 17,199.0 $377K 0.00% $21.94
1639 LEG LEGGETT & PLATT INC Consumer Cyclical 38,139.0 $377K 0.00% $9.88 +11.2%
1640 BLBD BLUE BIRD CORP Consumer Cyclical 6,582.0 $374K 0.00% $56.79 +30.3%
Page 82 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%