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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 14 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KNF KNIFE RIVER CORP Basic Materials 255,557.0 $18.0M 0.06% NEW $70.35 +13.3%
262 PCAR PACCAR INC Industrials 164,001.0 $18.0M 0.06% NEW $109.51 +19.5%
263 DOV DOVER CORP Industrials 91,328.0 $17.8M 0.06% NEW $195.24 +9.9%
264 CME CME GROUP INC Financial Services 64,834.0 $17.7M 0.06% NEW $273.08 -8.0%
265 WSM WILLIAMS SONOMA INC Consumer Cyclical 98,580.0 $17.6M 0.06% NEW $178.59 +24.2%
266 FERG FERGUSON ENTERPRISES INC Industrials 78,484.0 $17.5M 0.06% NEW $222.63 +3.1%
267 SBUX STARBUCKS CORP Consumer Cyclical 204,473.0 $17.2M 0.06% NEW $84.21 +23.7%
268 EMR EMERSON ELEC CO Industrials 127,618.0 $16.9M 0.06% NEW $132.72 +5.3%
269 VTR VENTAS INC Real Estate 218,145.0 $16.9M 0.06% NEW $77.38 +25.7%
270 DHR DANAHER CORPORATION Healthcare 73,244.0 $16.8M 0.06% NEW $228.92 -22.8%
271 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 102,989.0 $16.7M 0.06% NEW $161.96 -12.1%
272 VRSK VERISK ANALYTICS INC Industrials 74,409.0 $16.6M 0.06% NEW $223.69 -13.4%
273 DHI D R HORTON INC Consumer Cyclical 113,336.0 $16.3M 0.06% NEW $144.03 -1.1%
274 BR BROADRIDGE FINL SOLUTIONS IN Technology 73,058.0 $16.3M 0.06% NEW $223.17 -35.5%
275 YUM YUM BRANDS INC Consumer Cyclical 107,386.0 $16.2M 0.06% NEW $151.28 -1.3%
276 SNPS SYNOPSYS INC Technology 33,413.0 $15.7M 0.05% NEW $469.72 -19.6%
277 AEP AMERICAN ELEC PWR CO INC Utilities 135,386.0 $15.6M 0.05% NEW $115.31 +15.4%
278 DASH DOORDASH INC Communication Services 68,765.0 $15.6M 0.05% NEW $226.48 -20.8%
279 NTAP NETAPP INC Technology 140,829.0 $15.1M 0.05% NEW $107.09 +55.9%
280 NTRA NATERA INC Healthcare 65,717.0 $15.1M 0.05% NEW $229.09 +15.1%
Page 14 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%