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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 88 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 TRUP TRUPANION INC Financial Services 11,306.0 $290K 0.00% $25.61 -8.1%
1742 SAFT SAFETY INS GROUP INC Financial Services 3,963.0 $288K 0.00% $72.64 -2.9%
1743 IMMUNITYBIO INC 37,521.0 $288K 0.00% +3K +9.0% $7.67
1744 TBPH THERAVANCE BIOPHARMA INC Healthcare 17,681.0 $287K 0.00% $16.23 +2.2%
1745 XPEL XPEL INC Consumer Cyclical 6,458.0 $286K 0.00% $44.26 +2.2%
1746 UPBOUND GROUP INC 15,737.0 $284K 0.00% $18.05
1747 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 8,278.0 $284K 0.00% $34.26 +21.5%
1748 APPN APPIAN CORP Technology 11,715.0 $282K 0.00% $24.11 -13.1%
1749 HLIT HARMONIC INC Technology 31,439.0 $282K 0.00% $8.98 +67.9%
1750 AEHR AEHR TEST SYS Technology 7,600.0 $282K 0.00% NEW $37.08 +210.9%
1751 CAPR CAPRICOR THERAPEUTICS INC Healthcare 9,239.0 $281K 0.00% NEW $30.40 -6.6%
1752 ADTRAN HOLDINGS INC 22,299.0 $281K 0.00% $12.58
1753 INOD INNODATA INC Technology 7,258.0 $280K 0.00% +1K +21.9% $38.62 +147.3%
1754 SAIL SAILPOINT INC Technology 21,079.0 $279K 0.00% +3K +17.9% $13.24 +0.7%
1755 LINC LINCOLN EDL SVCS CORP Consumer Defensive 6,800.0 $277K 0.00% NEW $40.68 +19.1%
1756 BRIGHT MINDS BIOSCIENCES INC 3,781.0 $276K 0.00% $72.97
1757 BOH BANK HAWAII CORP Financial Services 3,683.0 $273K 0.00% $74.25 +4.8%
1758 GPRE GREEN PLAINS INC Basic Materials 16,609.0 $273K 0.00% $16.45 -9.9%
1759 NRIX NURIX THERAPEUTICS INC Healthcare 17,611.0 $273K 0.00% $15.50 +13.2%
1760 GNK GENCO SHIPPING & TRADING LTD Industrials 12,013.0 $271K 0.00% $22.55 +5.0%
Page 88 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%