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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 28 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DGICA DONEGAL GROUP INC Financial Services 192,437.0 $3.8M 0.01% NEW $19.98 -9.1%
542 LECO LINCOLN ELEC HLDGS INC Industrials 15,687.0 $3.8M 0.01% NEW $239.64 +4.0%
543 EVR EVERCORE INC Financial Services 10,877.0 $3.7M 0.01% NEW $340.25 -1.5%
544 GPC GENUINE PARTS CO Consumer Cyclical 30,053.0 $3.7M 0.01% NEW $122.96 -2.1%
545 BROOKFIELD ASSET MANAGMT LTD 70,000.0 $3.7M 0.01% NEW $52.39
546 GTX GARRETT MOTION INC Consumer Cyclical 210,214.0 $3.7M 0.01% NEW $17.43 +82.8%
547 CDW CDW CORP Technology 26,879.0 $3.7M 0.01% NEW $136.20 -4.7%
548 ROKU ROKU INC Communication Services 32,956.0 $3.6M 0.01% NEW $108.49 +31.9%
549 CASS CASS INFORMATION SYS INC Industrials 85,833.0 $3.6M 0.01% NEW $41.52 +26.5%
550 LAMR LAMAR ADVERTISING CO NEW Real Estate 28,099.0 $3.6M 0.01% NEW $126.58 +25.5%
551 GWRE GUIDEWIRE SOFTWARE INC Technology 17,654.0 $3.5M 0.01% NEW $201.01 -33.4%
552 MAT MATTEL INC Consumer Cyclical 177,795.0 $3.5M 0.01% NEW $19.84 -27.4%
553 GL GLOBE LIFE INC Financial Services 25,159.0 $3.5M 0.01% NEW $139.86 +31.6%
554 WCC WESCO INTL INC Industrials 14,363.0 $3.5M 0.01% NEW $244.64 +34.5%
555 OHI OMEGA HEALTHCARE INVS INC Real Estate 79,126.0 $3.5M 0.01% NEW $44.34 +14.1%
556 CACI CACI INTL INC Technology 6,507.0 $3.5M 0.01% NEW $532.81 -12.3%
557 NTCT NETSCOUT SYS INC Technology 127,626.0 $3.5M 0.01% NEW $27.06 +50.3%
558 NDAQ NASDAQ INC Financial Services 35,539.0 $3.5M 0.01% NEW $97.13 -6.4%
559 FROG JFROG LTD Technology 53,568.0 $3.3M 0.01% NEW $62.46 +27.6%
560 UVE UNIVERSAL INS HLDGS INC Financial Services 98,181.0 $3.3M 0.01% NEW $33.80 +13.6%
Page 28 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%