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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 48 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 R RYDER SYS INC Industrials 1,943.0 $513K 0.01% $263.77 -5.5%
942 PENG PENGUIN SOLUTIONS INC Technology 6,737.0 $512K 0.01% NEW $76.01 -31.0%
943 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 10,704.0 $512K 0.01% $47.81 -9.5%
944 BKU BANKUNITED INC Financial Services 10,560.0 $512K 0.01% -214.0 -2.0% $48.45 -4.0%
945 CHEF CHEFS WHSE INC Consumer Defensive 5,309.0 $510K 0.01% +40.0 +0.8% $96.10 +17.9%
946 SWKS SKYWORKS SOLUTIONS INC Technology 7,507.0 $509K 0.01% $67.80 -1.5%
947 FIVE FIVE BELOW INC Consumer Cyclical 2,828.0 $508K 0.01% +288.0 +11.3% $179.79 +38.9%
948 COHU COHU INC Technology 6,851.0 $506K 0.01% +75.0 +1.1% $73.91 -29.0%
949 KFY KORN FERRY Industrials 7,572.0 $504K 0.01% -111.0 -1.4% $66.58 +27.5%
950 BLD TOPBUILD COR Industrials 1,422.0 $504K 0.01% $354.53 -0.0%
951 DCI DONALDSON INC Industrials 5,612.0 $504K 0.01% $89.77 +3.0%
952 APLD APPLIED DIGITAL CORP Technology 13,499.0 $504K 0.01% NEW $37.30 -25.5%
953 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 10,085.0 $503K 0.01% NEW $49.86 +7.6%
954 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 936.0 $503K 0.01% NEW $536.95 +0.9%
955 OGE OGE ENERGY CORP Utilities 10,304.0 $501K 0.01% $48.66 -5.4%
956 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,716.0 $500K 0.01% $291.17 -9.8%
957 SCI SERVICE CORP INTL Consumer Cyclical 6,570.0 $499K 0.01% $75.96 +10.9%
958 VICR VICOR CORP Technology 1,309.0 $497K 0.01% NEW $379.78 -48.2%
959 TKR TIMKEN CO Industrials 3,412.0 $496K 0.01% +392.0 +13.0% $145.32 -14.5%
960 OSIS OSI SYSTEMS INC Technology 2,254.0 $493K 0.01% $218.70 -4.3%
Page 48 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%