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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 20 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 145,007.0 $8.5M 0.03% NEW $58.87 +23.1%
382 FEDERATED HERMES INC 163,745.0 $8.5M 0.03% NEW $52.07
383 RBLX ROBLOX CORP Technology 104,622.0 $8.5M 0.03% NEW $81.03 -38.1%
384 EXC EXELON CORP Utilities 192,516.0 $8.4M 0.03% NEW $43.59 +6.5%
385 ENSG ENSIGN GROUP INC Healthcare 48,147.0 $8.4M 0.03% NEW $174.20 -3.1%
386 WDAY WORKDAY INC Technology 39,037.0 $8.4M 0.03% NEW $214.78 -38.3%
387 PCTY PAYLOCITY HLDG CORP Technology 54,777.0 $8.4M 0.03% NEW $152.50 -21.3%
388 RSG REPUBLIC SVCS INC Industrials 39,335.0 $8.3M 0.03% NEW $211.93 +1.7%
389 STT STATE STR CORP Financial Services 64,576.0 $8.3M 0.03% NEW $129.01 +43.1%
390 RS RELIANCE INC Basic Materials 28,829.0 $8.3M 0.03% NEW $288.87 +33.8%
391 OKE ONEOK INC NEW Energy 113,236.0 $8.3M 0.03% NEW $73.50 +25.1%
392 MANH MANHATTAN ASSOCIATES INC Technology 47,979.0 $8.3M 0.03% NEW $173.31 -14.1%
393 DCI DONALDSON INC Industrials 93,771.0 $8.3M 0.03% NEW $88.66 +2.3%
394 AXS AXIS CAP HLDGS LTD Financial Services 77,363.0 $8.3M 0.03% NEW $107.09 +5.6%
395 VMI VALMONT INDS INC Industrials 20,356.0 $8.2M 0.03% NEW $402.32 +21.6%
396 WCN WASTE CONNECTIONS INC Industrials 46,327.0 $8.1M 0.03% NEW $175.36 -4.4%
397 AIT APPLIED INDL TECHNOLOGIES IN Industrials 31,577.0 $8.1M 0.03% NEW $256.77 +32.2%
398 OSK OSHKOSH CORP Industrials 64,269.0 $8.1M 0.03% NEW $125.63 +18.2%
399 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 348,350.0 $8.0M 0.03% NEW $23.00 +21.7%
400 CCI CROWN CASTLE INC Real Estate 90,077.0 $8.0M 0.03% NEW $88.87 -13.1%
Page 20 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%