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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 86 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 TWO HARBORS INVENTMENT CORPO 27,773.0 $317K 0.00% $11.42
1702 IPAR INTERPARFUMS INC Consumer Defensive 3,487.0 $317K 0.00% $90.84 +9.1%
1703 LADR LADDER CAP CORP Real Estate 32,337.0 $316K 0.00% -83K -71.8% $9.77 +4.4%
1704 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 955.0 $316K 0.00% $330.63 -5.3%
1705 EIG EMPLOYERS HLDGS INC Financial Services 7,670.0 $316K 0.00% $41.14 +13.2%
1706 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 11,265.0 $316K 0.00% $28.01 +18.8%
1707 MLKN MILLERKNOLL INC Consumer Cyclical 21,688.0 $314K 0.00% $14.46 +14.1%
1708 VC VISTEON CORP Consumer Cyclical 3,441.0 $314K 0.00% $91.11 +24.9%
1709 ARRY ARRAY TECHNOLOGIES INC Energy 43,255.0 $313K 0.00% $7.23 +10.6%
1710 SXC SUNCOKE ENERGY INC Energy 47,982.0 $312K 0.00% -79K -62.2% $6.51 +32.7%
1711 VTOL BRISTOW GROUP INC Energy 6,660.0 $312K 0.00% $46.89 -9.5%
1712 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 14,631.0 $312K 0.00% $21.34 +8.3%
1713 ACHR ARCHER AVIATION INC Industrials 60,040.0 $310K 0.00% $5.17 +7.7%
1714 LPG DORIAN LPG LTD Energy 9,071.0 $310K 0.00% $34.20 +15.7%
1715 ANIP ANI PHARMACEUTICALS INC Healthcare 3,995.0 $307K 0.00% $76.90 +3.4%
1716 ANAB ANAPTYSBIO INC Healthcare 5,526.0 $306K 0.00% $55.46 +3.7%
1717 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 15,388.0 $305K 0.00% +12K +300.0% $19.82 +14.6%
1718 LMB LIMBACH HLDGS INC Industrials 3,895.0 $304K 0.00% $78.05 +2.7%
1719 SOLENO THERAPEUTICS INC 9,041.0 $303K 0.00% $33.48
1720 SCHL SCHOLASTIC CORP Communication Services 7,738.0 $302K 0.00% $39.06 +9.7%
Page 86 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%