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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 99 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 ARKO ARKO CORP Consumer Cyclical 23,520.0 $131K $5.56 +38.8%
1962 SIBN SI BONE INC Healthcare 10,330.0 $130K $12.63 +20.4%
1963 MDXG MIMEDX GROUP INC Healthcare 32,936.0 $130K -193K -85.4% $3.95 -8.6%
1964 SINCLAIR INC 10,053.0 $130K $12.94
1965 GAMESTOP CORP NEW 33,286.0 $128K $3.86
1966 SB SAFE BULKERS INC Industrials 20,180.0 $128K $6.33 +2.3%
1967 INDI INDIE SEMICONDUCTOR INC Technology 39,340.0 $127K $3.22 +22.0%
1968 JBI JANUS INTERNATIONAL GROUP IN Industrials 24,250.0 $125K -78K -76.4% $5.15 -0.3%
1969 PHR PHREESIA INC Healthcare 14,729.0 $123K $8.38 +11.6%
1970 WVE WAVE LIFE SCIENCES LTD Healthcare 16,950.0 $123K $7.25 -17.9%
1971 EXPI EXP WORLD HLDGS INC Real Estate 20,353.0 $122K $5.99 -21.0%
1972 KRO KRONOS WORLDWIDE INC Basic Materials 18,507.0 $122K $6.57 +5.9%
1973 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 40,916.0 $120K $2.94 +2.4%
1974 CNDT CONDUENT INC Technology 92,933.0 $119K $1.28 +11.7%
1975 AVIR ATEA PHARMACEUTICALS INC Healthcare 22,010.0 $118K $5.38 -19.5%
1976 VREX VAREX IMAGING CORP Healthcare 11,095.0 $118K $10.61 -3.9%
1977 WNC WABASH NATL CORP Industrials 13,548.0 $117K $8.62 +25.8%
1978 GCMG GCM GROSVENOR INC Financial Services 11,880.0 $116K $9.80 +18.9%
1979 ACRE ARES COML REAL ESTATE CORP Real Estate 24,232.0 $116K $4.80 -4.1%
1980 SSP SCRIPPS E W CO OHIO Communication Services 31,060.0 $116K $3.72 -28.8%
Page 99 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%