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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 94 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 SKYT SKYWATER TECHNOLOGY INC Technology 7,710.0 $211K NEW $27.41 +31.2%
1862 HTBK HERITAGE COMM CORP Financial Services 16,910.0 $211K -147K -89.7% $12.48 +7.8%
1863 LQDT LIQUIDITY SVCS INC Consumer Cyclical 6,887.0 $211K $30.57 +19.5%
1864 APOG APOGEE ENTERPRISES INC Industrials 6,267.0 $210K $33.54 +18.9%
1865 SMP STANDARD MTR PRODS INC Consumer Cyclical 6,046.0 $210K $34.74 +9.9%
1866 FLNC FLUENCE ENERGY INC Utilities 15,240.0 $210K $13.76 +70.2%
1867 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 5,037.0 $209K NEW $41.52 +3.7%
1868 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,940.0 $209K NEW $107.50 +4.5%
1869 ASST STRIVE INC Communication Services 20,808.0 $208K NEW $10.02 +54.1%
1870 MLYS MINERALYS THERAPEUTICS INC Healthcare 7,672.0 $208K +111.0 +1.5% $27.09 -7.2%
1871 THFF FIRST FINANCIAL CORPORATION Financial Services 3,280.0 $207K NEW $63.20 +15.3%
1872 RAPP RAPPORT THERAPEUTICS INC Healthcare 6,612.0 $207K NEW $31.29 +17.8%
1873 RHLD RESOLUTE HLDGS MGMT INC Industrials 1,271.0 $206K $162.30 -20.9%
1874 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 36,790.0 $206K $5.60 -2.7%
1875 RIGL RIGEL PHARMACEUTICALS INC Healthcare 7,569.0 $205K $27.04 +23.4%
1876 HBNC HORIZON BANCORP IND Financial Services 12,320.0 $204K $16.57 +16.2%
1877 METALLUS INC 12,458.0 $204K $16.34
1878 RGR STURM RUGER & CO INC Industrials 5,060.0 $203K NEW $40.09 -5.1%
1879 ENVX ENOVIX CORPORATION Industrials 39,130.0 $203K $5.18 +29.2%
1880 EHAB ENHABIT INC Healthcare 14,377.0 $203K $14.09 -2.1%
Page 94 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%