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Portfolio (Quarterly) Guide ↗

TEACHER RETIREMENT SYSTEM OF TEXAS

· CIK 0000796848
13F Portfolio $28.9B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1619 New
Page 10 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AER AERCAP HOLDINGS NV Industrials 205,041.0 $29.5M 0.10% NEW $143.76 +5.1%
182 BROS DUTCH BROS INC Consumer Cyclical 476,859.0 $29.2M 0.10% NEW $61.22 +6.9%
183 RALLIANT CORP 570,878.0 $29.1M 0.10% NEW $50.91
184 ALL ALLSTATE CORP Financial Services 139,617.0 $29.1M 0.10% NEW $208.15 +20.9%
185 TRV TRAVELERS COMPANIES INC Financial Services 99,691.0 $28.9M 0.10% NEW $290.06 +28.1%
186 MDT MEDTRONIC PLC Healthcare 297,593.0 $28.6M 0.10% NEW $96.06 -14.6%
187 CTAS CINTAS CORP Industrials 151,714.0 $28.5M 0.10% NEW $188.07 +6.3%
188 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 93,243.0 $28.3M 0.10% NEW $303.89 +38.5%
189 ROP ROPER TECHNOLOGIES INC Industrials 63,599.0 $28.3M 0.10% NEW $445.13 -23.6%
190 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 344,302.0 $28.2M 0.10% NEW $82.02 -24.4%
191 UDR UDR INC Real Estate 769,497.0 $28.2M 0.10% NEW $36.68 +7.6%
192 USB US BANCORP DEL Financial Services 525,455.0 $28.0M 0.10% NEW $53.36 +19.6%
193 LNG CHENIERE ENERGY INC Energy 143,691.0 $27.9M 0.10% NEW $194.39 +36.1%
194 COF CAPITAL ONE FINL CORP Financial Services 115,047.0 $27.9M 0.10% NEW $242.36 -17.7%
195 CR CRANE COMPANY Industrials 150,211.0 $27.7M 0.10% NEW $184.43 +18.4%
196 IRM IRON MTN INC DEL Real Estate 333,971.0 $27.7M 0.10% NEW $82.95 +50.1%
197 GLW CORNING INC Technology 315,392.0 $27.6M 0.10% NEW $87.56 +81.2%
198 SPG SIMON PPTY GROUP INC NEW Real Estate 148,732.0 $27.5M 0.10% NEW $185.11 +21.9%
199 CSX CSX CORP Industrials 756,292.0 $27.4M 0.10% NEW $36.25 +37.6%
200 SYY SYSCO CORP Consumer Defensive 370,571.0 $27.3M 0.09% NEW $73.69 +11.6%
Page 10 of 81  ·  1,619 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 32.1%
Financial Services 12.3%
Consumer Cyclical 11.6%
Industrials 9.9%
Healthcare 9.9%
Communication Services 9.4%
Consumer Defensive 5.1%
Real Estate 3.1%
Basic Materials 2.8%
Energy 2.5%