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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 28 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EFX EQUIFAX INC Industrials 6,717.0 $1.1M 0.02% +700.0 +11.6% $158.72 +20.1%
542 HPQ HP INC Technology 48,438.0 $1.1M 0.02% $21.94 +39.1%
543 PAYC PAYCOM SOFTWARE INC Technology 8,425.0 $1.1M 0.02% -1K -11.4% $125.68 +84.8%
544 LUMN LUMEN TECHNOLOGIES INC Communication Services 137,865.0 $1.1M 0.02% $7.68 -20.7%
545 TGTX TG THERAPEUTICS INC Healthcare 19,170.0 $1.1M 0.02% -617.0 -3.1% $54.94 +0.2%
546 ACMR ACM RESH INC Technology 8,300.0 $1.1M 0.02% +536.0 +6.9% $126.89 -37.7%
547 EAT BRINKER INTL INC Consumer Cyclical 6,257.0 $1.1M 0.02% -93.0 -1.5% $168.00 +43.4%
548 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 13,237.0 $1.0M 0.02% +717.0 +5.7% $79.22 +10.0%
549 FN FABRINET Technology 1,854.0 $1.0M 0.02% NEW $562.08 -22.1%
550 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 26,887.0 $1.0M 0.02% +3K +12.1% $38.73 +60.3%
551 ULTA ULTA BEAUTY INC Consumer Cyclical 2,309.0 $1.0M 0.02% +111.0 +5.0% $450.98 +20.4%
552 AROC ARCHROCK INC Energy 25,572.0 $1.0M 0.02% $40.71 -22.2%
553 KHC KRAFT HEINZ CO Consumer Defensive 43,975.0 $1.0M 0.02% $23.62 +5.0%
554 JXN JACKSON FINANCIAL INC Financial Services 10,144.0 $1.0M 0.02% -196.0 -1.9% $102.39 +30.5%
555 MAC MACERICH CO Real Estate 41,228.0 $1.0M 0.02% +4K +10.1% $25.19 -4.0%
556 BRO BROWN & BROWN INC Financial Services 16,189.0 $1.0M 0.02% +2K +16.4% $64.15 +13.5%
557 ACA ARCOSA INC Industrials 7,141.0 $1.0M 0.02% $145.29 -0.0%
558 DOW DOW HLDGS INC Basic Materials 37,917.0 $1.0M 0.02% +4K +10.2% $27.36 +10.9%
559 RBC RBC BEARINGS INC Industrials 1,610.0 $1.0M 0.02% +104.0 +6.9% $644.06 -20.2%
560 EL LAUDER ESTEE COS INC Consumer Defensive 13,100.0 $1.0M 0.02% +783.0 +6.4% $78.95 +33.1%
Page 28 of 72  ·  1,423 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%