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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 85 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 TDW TIDEWATER INC NEW Energy 4,017.0 $336K 0.00% NEW $83.55 -22.6%
1682 GABC GERMAN AMERN BANCORP INC Financial Services 8,006.0 $335K 0.00% $41.79 +7.7%
1683 RWT REDWOOD TRUST INC Real Estate 59,631.0 $335K 0.00% $5.61 -8.0%
1684 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 7,079.0 $334K 0.00% $47.14 -17.0%
1685 TNC TENNANT CO Industrials 5,013.0 $333K 0.00% $66.40 +36.7%
1686 TE T1 ENERGY INC Industrials 75,626.0 $332K 0.00% +8K +12.6% $4.39 +113.0%
1687 NVCR NOVOCURE LTD Healthcare 30,213.0 $329K 0.00% $10.90 +31.0%
1688 ORKA ORUKA THERAPEUTICS INC Healthcare 6,687.0 $328K 0.00% NEW $49.05 +47.5%
1689 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 9,890.0 $327K 0.00% $33.07 +1.4%
1690 GATX GATX CORP Industrials 1,914.0 $327K 0.00% NEW $170.74 +3.8%
1691 PRCT PROCEPT BIOROBOTICS CORP Healthcare 13,050.0 $326K 0.00% $25.01 -13.2%
1692 RCUS ARCUS BIOSCIENCES INC Healthcare 15,072.0 $326K 0.00% $21.60 +12.5%
1693 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 3,713.0 $325K 0.00% $87.40 -5.7%
1694 SRCE 1ST SOURCE CORP Financial Services 4,675.0 $324K 0.00% -2K -25.1% $69.21 +11.1%
1695 WGS GENEDX HOLDINGS CORP Healthcare 5,014.0 $322K 0.00% $64.22 -12.1%
1696 FLYW FLYWIRE CORPORATION Technology 27,620.0 $321K 0.00% $11.64 +36.2%
1697 CMPR CIMPRESS PLC Communication Services 4,365.0 $319K 0.00% $73.00 +16.2%
1698 PEBO PEOPLES BANCORP INC Financial Services 9,667.0 $318K 0.00% $32.87 +10.2%
1699 LOB LIVE OAK BANCSHARES INC Financial Services 9,604.0 $318K 0.00% $33.07 +15.7%
1700 PRGS PROGRESS SOFTWARE CORP Technology 12,376.0 $317K 0.00% $25.65 +15.7%
Page 85 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%