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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 84 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 PLUG PLUG PWR INC Industrials 158,884.0 $359K 0.00% $2.26 +26.1%
1662 TROX TRONOX HOLDINGS PLC Basic Materials 36,421.0 $356K 0.00% $9.77 -24.3%
1663 TNDM TANDEM DIABETES CARE INC Healthcare 18,552.0 $356K 0.00% $19.17 -20.2%
1664 AMPX AMPRIUS TECHNOLOGIES INC Industrials 21,040.0 $355K 0.00% NEW $16.86 -4.1%
1665 BRZE BRAZE INC Technology 14,960.0 $353K 0.00% $23.61 -15.0%
1666 ASTE ASTEC INDS INC Industrials 6,504.0 $350K 0.00% $53.84 +4.2%
1667 ACT ENACT HLDGS INC Financial Services 8,580.0 $350K 0.00% $40.81 +3.9%
1668 ROCK GIBRALTAR INDS INC Industrials 8,776.0 $350K 0.00% $39.87 +2.6%
1669 ZD ZIFF DAVIS INC Communication Services 8,265.0 $347K 0.00% $41.96 +5.6%
1670 USLM UNITED STS LIME & MINERALS I Basic Materials 2,654.0 $347K 0.00% $130.61 -13.0%
1671 OBNK ORIGIN BANCORP INC Financial Services 8,330.0 $345K 0.00% $41.46 -31.0%
1672 IMNM IMMUNOME INC Healthcare 15,740.0 $344K 0.00% NEW $21.87 -14.3%
1673 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 12,760.0 $344K 0.00% $26.94 +37.0%
1674 NAT NORDIC AMERICAN TANKERS LIMI Industrials 58,604.0 $343K 0.00% $5.86 -0.2%
1675 TNET TRINET GROUP INC Industrials 9,406.0 $343K 0.00% $36.43 +24.3%
1676 ENOV ENOVIS CORPORATION Industrials 15,003.0 $341K 0.00% $22.75 -3.4%
1677 TRIP TRIPADVISOR INC Consumer Cyclical 31,974.0 $341K 0.00% $10.66 +21.7%
1678 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 9,390.0 $339K 0.00% $36.10 +11.8%
1679 DCOM DIME CMNTY BANCSHARES INC Financial Services 9,986.0 $338K 0.00% $33.82 +15.3%
1680 ENR ENERGIZER HLDGS INC Industrials 20,460.0 $336K 0.00% $16.42 +31.1%
Page 84 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%