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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 7 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NGVT INGEVITY CORP Basic Materials 5,044.0 $377K 0.01% -198.0 -3.8% $74.67 -7.5%
122 CARG CARGURUS INC Consumer Cyclical 10,996.0 $375K 0.01% -870.0 -7.3% $34.09 +6.9%
123 CALY CALLAWAY GOLF CO Consumer Cyclical 19,843.0 $373K 0.01% -516.0 -2.5% $18.79 -17.7%
124 BEACON FINANCIAL CORP. 12,191.0 $371K 0.01% -145.0 -1.2% $30.45
125 DRH DIAMONDROCK HOSPITALITY CO Real Estate 29,955.0 $365K 0.01% -179.0 -0.6% $12.18 +5.7%
126 CUBI CUSTOMERS BANCORP INC Financial Services 4,596.0 $364K 0.01% -67.0 -1.4% $79.10 -1.0%
127 JOE ST JOE CO Real Estate 5,762.0 $361K 0.01% -90.0 -1.5% $62.63 +11.0%
128 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 4,400.0 $352K 0.01% -67.0 -1.5% $80.04 -8.1%
129 DNOW DNOW INC Energy 26,598.0 $345K 0.01% -446.0 -1.6% $12.97 +21.5%
130 ALRM ALARM COM HLDGS INC Technology 7,194.0 $336K 0.01% -87.0 -1.2% $46.72 +21.5%
131 CALX CALIX INC Technology 8,542.0 $319K 0.01% -271.0 -3.1% $37.32 +6.8%
132 PBI PITNEY BOWES INC Industrials 18,023.0 $316K 0.01% -4K -16.8% $17.52 -2.5%
133 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 27,288.0 $312K 0.01% -383.0 -1.4% $11.45 -0.8%
134 DXPE DXP ENTERPRISES INC Industrials 1,829.0 $309K 0.01% -23.0 -1.2% $168.74 +11.7%
135 PGNY PROGYNY INC Healthcare 10,518.0 $303K 0.01% -1K -10.4% $28.83 -10.4%
136 SPSC SPS COMM INC Technology 5,304.0 $303K 0.01% -207.0 -3.8% $57.17 +40.9%
137 OFG OFG BANCORP Financial Services 6,146.0 $302K 0.01% -100.0 -1.6% $49.07 +6.1%
138 FCF FIRST COMWLTH FINL CORP PA Financial Services 14,633.0 $297K 0.01% -538.0 -3.5% $20.33 +2.0%
139 MD PEDIATRIX MEDICAL GROUP INC Healthcare 11,620.0 $294K 0.01% -649.0 -5.3% $25.33 +6.6%
140 ECPG ENCORE CAP GROUP INC Financial Services 3,136.0 $293K 0.01% -172.0 -5.2% $93.29 +9.7%
Page 7 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%