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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 6 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ARCB ARCBEST CORP Industrials 3,240.0 $465K 0.01% -27.0 -0.8% $143.54 -5.6%
102 ITGR INTEGER HLDGS CORP Healthcare 4,938.0 $461K 0.01% -182.0 -3.5% $93.45 +34.2%
103 RRR RED ROCK RESORTS INC Consumer Cyclical 6,925.0 $451K 0.01% -157.0 -2.2% $65.06 -8.2%
104 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 9,410.0 $443K 0.01% -285.0 -2.9% $47.13 -7.8%
105 PHIN PHINIA INC Consumer Cyclical 5,374.0 $443K 0.01% -123.0 -2.2% $82.37 -13.9%
106 MPT MEDICAL PROPERTIES TRUST INC Financial Services 95,574.0 $442K 0.01% -848.0 -0.9% $4.62 -11.0%
107 DAN DANA INC Consumer Cyclical 15,909.0 $433K 0.01% -420.0 -2.6% $27.21 +10.8%
108 PATK PATRICK INDS INC Consumer Cyclical 4,784.0 $430K 0.01% -70.0 -1.4% $89.78 -5.0%
109 CURB CURBLINE PPTYS CORP Real Estate 14,122.0 $429K 0.01% -148.0 -1.0% $30.40 -1.1%
110 NTCT NETSCOUT SYS INC Technology 9,848.0 $429K 0.01% -99.0 -1.0% $43.55 -12.6%
111 WAFD WAFD INC Financial Services 10,821.0 $415K 0.01% -175.0 -1.6% $38.37 -5.6%
112 PARR PAR PAC HOLDINGS INC Energy 7,281.0 $408K 0.01% -75.0 -1.0% $56.08 +31.6%
113 TRN TRINITY INDS INC Industrials 11,559.0 $400K 0.01% -178.0 -1.5% $34.58 -14.4%
114 BCC BOISE CASCADE CO DEL Basic Materials 5,129.0 $398K 0.01% -283.0 -5.2% $77.63 +4.4%
115 PENN PENN ENTERTAINMENT INC Consumer Cyclical 18,549.0 $396K 0.01% -9K -31.6% $21.36 -16.9%
116 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 13,358.0 $394K 0.01% -4K -24.1% $29.53 +1.2%
117 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 22,663.0 $390K 0.01% -216.0 -0.9% $17.20 -2.7%
118 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 22,728.0 $385K 0.01% -362.0 -1.6% $16.95 -17.2%
119 NWL NEWELL BRANDS INC Consumer Defensive 61,904.0 $380K 0.01% -22K -26.4% $6.14 -3.4%
120 TBBK BANCORP INC DEL Financial Services 6,055.0 $379K 0.01% -82.0 -1.3% $62.64 +6.9%
Page 6 of 10  ·  182 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%