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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 16 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MDLZ MONDELEZ INTL INC Consumer Defensive 243,908.0 $13.1M 0.04% NEW $53.83 +13.0%
302 FCX FREEPORT-MCMORAN INC Basic Materials 258,331.0 $13.1M 0.04% NEW $50.79 +26.9%
303 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 46,413.0 $12.9M 0.04% NEW $278.92 +3.0%
304 MAR MARRIOTT INTL INC NEW Consumer Cyclical 41,516.0 $12.9M 0.04% NEW $310.24 +19.5%
305 RPM RPM INTL INC Basic Materials 123,825.0 $12.9M 0.04% NEW $104.00 +2.1%
306 SNOW SNOWFLAKE INC Technology 57,903.0 $12.7M 0.04% NEW $219.36 +22.1%
307 AMP AMERIPRISE FINL INC Financial Services 25,474.0 $12.5M 0.04% NEW $490.34 +7.9%
308 MET METLIFE INC Financial Services 155,920.0 $12.3M 0.04% NEW $78.94 +18.2%
309 MSTR STRATEGY INC Technology 80,844.0 $12.3M 0.04% NEW $151.95 -34.2%
310 KMI KINDER MORGAN INC DEL Energy 444,054.0 $12.2M 0.04% NEW $27.49 +18.7%
311 OTIS OTIS WORLDWIDE CORP Industrials 139,535.0 $12.2M 0.04% NEW $87.35 -19.3%
312 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 42,310.0 $12.2M 0.04% NEW $287.25 +13.5%
313 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 137,799.0 $12.0M 0.04% NEW $87.42 -24.0%
314 TGT TARGET CORP Consumer Defensive 122,279.0 $12.0M 0.04% NEW $97.75 +41.5%
315 ANIP ANI PHARMACEUTICALS INC Healthcare 151,275.0 $11.9M 0.04% NEW $78.94 -1.5%
316 AJG GALLAGHER ARTHUR J & CO Financial Services 46,123.0 $11.9M 0.04% NEW $258.79 -6.2%
317 PSX PHILLIPS 66 Energy 90,826.0 $11.7M 0.04% NEW $129.04 +64.2%
318 NSC NORFOLK SOUTHN CORP Industrials 40,374.0 $11.7M 0.04% NEW $288.72 +14.9%
319 FDX FEDEX CORP Industrials 40,327.0 $11.6M 0.04% NEW $288.86 +10.6%
320 AVY AVERY DENNISON CORP Industrials 63,611.0 $11.6M 0.04% NEW $181.88 -13.4%
Page 16 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%