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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 89 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 6,436.0 $271K 0.00% $42.09 +16.7%
1762 NEO NEOGENOMICS INC Healthcare 36,370.0 $270K 0.00% $7.42 +48.9%
1763 WSR WHITESTONE REIT Real Estate 16,619.0 $268K 0.00% $16.15 +17.2%
1764 OOMA OOMA INC Communication Services 18,426.0 $268K 0.00% NEW $14.55 +18.9%
1765 WS WORTHINGTON STL INC Basic Materials 8,792.0 $267K $30.35 +32.7%
1766 WLDN WILLDAN GROUP INC Industrials 3,485.0 $267K $76.56 +17.6%
1767 RVLV REVOLVE GROUP INC Consumer Cyclical 11,776.0 $266K $22.61 -2.3%
1768 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,690.0 $266K $56.77 -9.1%
1769 OCUL OCULAR THERAPEUTIX INC Healthcare 31,418.0 $266K $8.47 +12.2%
1770 CTBI COMMUNITY TR BANCORP INC Financial Services 4,372.0 $265K $60.72 +12.5%
1771 VSTS VESTIS CORPORATION Industrials 33,713.0 $265K $7.86 +63.9%
1772 NVAX NOVAVAX INC Healthcare 32,387.0 $264K $8.14 +14.0%
1773 IRMD IRADIMED CORP Healthcare 2,731.0 $263K +491.0 +21.9% $96.26 -3.9%
1774 QNST QUINSTREET INC Communication Services 21,757.0 $261K $12.01 +9.3%
1775 SBSI SOUTHSIDE BANCSHARES INC Financial Services 8,403.0 $261K $31.09 +7.8%
1776 ATEC ALPHATEC HLDGS INC Healthcare 23,954.0 $261K $10.88 -19.5%
1777 THRM GENTHERM INC Consumer Cyclical 9,381.0 $261K $27.78 +30.3%
1778 GSHD GOOSEHEAD INS INC Financial Services 6,067.0 $259K $42.66 -17.7%
1779 STAA STAAR SURGICAL CO Healthcare 13,791.0 $258K $18.70 +54.9%
1780 HFWA HERITAGE FINL CORP WASH Financial Services 9,909.0 $258K $26.00 +7.3%
Page 89 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%