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Portfolio (Quarterly) Guide ↗

Maryland State Retirement & Pension System

· CIK 0001795552
13F Portfolio $5.8B AUM 1,423 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 109 New 671 Added 182 Reduced 38 Exited
Page 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PRG PROG HOLDINGS INC Industrials 5,831.0 $272K 0.01% NEW $46.61 -17.0%
82 GALAXY DIGITAL INC. 9,829.0 $269K 0.01% NEW $27.34
83 CUZ COUSINS PPTYS INC Real Estate 8,652.0 $259K 0.00% NEW $29.98 +0.5%
84 MSM MSC INDL DIRECT INC Industrials 2,148.0 $256K 0.00% NEW $118.95 -0.4%
85 TFIN TRIUMPH FINANCIAL INC Financial Services 3,288.0 $251K 0.00% NEW $76.31 -3.9%
86 TREX TREX INC Industrials 4,993.0 $250K 0.00% NEW $50.04 -6.4%
87 WKC WORLD KINECT CORPORATION Energy 7,454.0 $246K 0.00% NEW $32.94 +7.7%
88 YETI YETI HLDGS INC Consumer Cyclical 4,863.0 $241K 0.00% NEW $49.56 -13.3%
89 LZB LA Z BOY INC Consumer Cyclical 6,005.0 $241K 0.00% NEW $40.12 -20.4%
90 VKTX VIKING THERAPEUTICS INC Healthcare 5,999.0 $234K 0.00% NEW $39.01 -11.6%
91 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 1,738.0 $229K 0.00% NEW $131.61 -5.8%
92 NEU NEWMARKET CORP Basic Materials 288.0 $228K 0.00% NEW $791.24 +17.5%
93 GSAT GLOBALSTAR INC Communication Services 2,740.0 $223K 0.00% NEW $81.29 +0.8%
94 CRI CARTERS INC Consumer Cyclical 5,309.0 $219K 0.00% NEW $41.16 -17.1%
95 MBIN MERCHANTS BANCORP IND Financial Services 4,335.0 $217K 0.00% NEW $50.00 +7.3%
96 NSP INSPERITY INC Industrials 5,225.0 $216K 0.00% NEW $41.31 +25.6%
97 TNC TENNANT CO Industrials 2,452.0 $215K 0.00% NEW $87.54 -20.4%
98 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 5,811.0 $212K 0.00% NEW $36.41 +6.3%
99 FIG FIGMA INC Technology 11,677.0 $211K 0.00% NEW $18.09 +50.1%
100 DUOL DUOLINGO INC Technology 1,827.0 $210K 0.00% NEW $115.02 +26.0%
Page 5 of 6  ·  109 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 25.9%
Energy 17.7%
Financial Services 10.6%
Utilities 9.9%
Healthcare 7.5%
Industrials 7.4%
Consumer Cyclical 6.8%
Communication Services 4.8%
Real Estate 3.9%
Consumer Defensive 3.2%