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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 87 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 FIVN FIVE9 INC Technology 19,887.0 $302K 0.00% $15.17 +27.9%
1722 OCFC OCEANFIRST FINL CORP Financial Services 16,638.0 $300K 0.00% $18.04 -0.1%
1723 PZZA PAPA JOHNS INTL INC Consumer Cyclical 9,258.0 $300K 0.00% $32.41 +12.5%
1724 ASTRANA HEALTH INC 12,230.0 $300K 0.00% $24.52
1725 ALMS ALUMIS INC Healthcare 13,604.0 $300K 0.00% NEW $22.03 +6.3%
1726 SKYWARD SPECIALTY INS GROUP 6,810.0 $297K 0.00% $43.68
1727 SMR NUSCALE PWR CORP Utilities 27,425.0 $297K 0.00% $10.84 +8.1%
1728 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 4,322.0 $296K 0.00% $68.57 +17.7%
1729 STOK STOKE THERAPEUTICS INC Healthcare 9,089.0 $296K 0.00% NEW $32.56 -4.8%
1730 CBL CBL & ASSOC PPTYS INC Real Estate 7,680.0 $295K 0.00% $38.43 +23.3%
1731 HROW HARROW INC Healthcare 8,360.0 $295K 0.00% $35.26 +21.6%
1732 PMT PENNYMAC MTG INVT TR Real Estate 25,236.0 $294K 0.00% $11.66 -12.1%
1733 PDFS PDF SOLUTIONS INC Technology 8,987.0 $294K 0.00% $32.71 +99.8%
1734 PPTA PERPETUA RESOURCES CORP Basic Materials 10,450.0 $294K 0.00% NEW $28.12 -13.5%
1735 PCRX PACIRA BIOSCIENCES INC Healthcare 13,002.0 $294K 0.00% $22.60 -1.2%
1736 MRTN MARTEN TRANS LTD Industrials 22,314.0 $293K 0.00% +6K +33.6% $13.13 +28.3%
1737 SNCY SUN CTRY AIRLS HLDGS INC Industrials 17,695.0 $292K 0.00% +7K +64.5% $16.52 -2.1%
1738 DOLE DOLE PLC Consumer Defensive 20,420.0 $292K 0.00% -68K -77.0% $14.29 -2.0%
1739 SEZL SEZZLE INC Financial Services 4,585.0 $290K 0.00% $63.29 +158.0%
1740 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 26,179.0 $290K 0.00% $11.07 -18.2%
Page 87 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%