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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 13 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FORTINET INC 265,311.0 $21.1M 0.07% NEW $79.41
242 DTE DTE ENERGY CO Utilities 162,632.0 $21.0M 0.07% NEW $128.98 +14.6%
243 EXACT SCIENCES CORP 204,949.0 $20.8M 0.07% NEW $101.56
244 FLEX FLEX LTD Technology 340,389.0 $20.6M 0.07% NEW $60.42 +110.9%
245 BX BLACKSTONE INC Financial Services 132,603.0 $20.4M 0.07% NEW $154.14 -20.2%
246 SN SHARKNINJA INC Consumer Cyclical 181,800.0 $20.3M 0.07% NEW $111.90 +30.3%
247 WM WASTE MGMT INC DEL Industrials 90,430.0 $19.9M 0.07% NEW $219.71 +7.4%
248 SO SOUTHERN CO Utilities 227,333.0 $19.8M 0.07% NEW $87.20 +9.4%
249 ESAB ESAB CORPORATION Industrials 177,428.0 $19.8M 0.07% NEW $111.72 -23.8%
250 KVUE KENVUE INC Consumer Defensive 1,138,508.0 $19.6M 0.07% NEW $17.25 +11.2%
251 PPTA PERPETUA RESOURCES CORP Basic Materials 802,385.0 $19.4M 0.07% NEW $24.21 -22.2%
252 SNDK SANDISK CORP Technology 81,167.0 $19.3M 0.07% NEW $237.38 +577.1%
253 REGN REGENERON PHARMACEUTICALS Healthcare 24,932.0 $19.2M 0.07% NEW $771.87 -15.6%
254 RDDT REDDIT INC Communication Services 83,012.0 $19.1M 0.07% NEW $229.87 -26.3%
255 MBC MASTERBRAND INC Consumer Cyclical 1,712,322.0 $18.9M 0.07% NEW $11.04 -23.2%
256 DPZ DOMINOS PIZZA INC Consumer Cyclical 45,212.0 $18.8M 0.07% NEW $416.82 -23.0%
257 PNC PNC FINL SVCS GROUP INC Financial Services 88,317.0 $18.4M 0.06% NEW $208.73 +21.0%
258 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 589,229.0 $18.4M 0.06% NEW $31.21 -2.6%
259 WS WORTHINGTON STL INC Basic Materials 530,069.0 $18.4M 0.06% NEW $34.62 +2.5%
260 PAYX PAYCHEX INC Industrials 161,053.0 $18.1M 0.06% NEW $112.18 -1.1%
Page 13 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%