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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 30 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CUSHMAN AND WAKEFIELD LTD 177,588.0 $2.9M 0.01% NEW $16.19
582 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 29,188.0 $2.8M 0.01% NEW $97.54 +35.0%
583 U UNITY SOFTWARE INC Technology 64,397.0 $2.8M 0.01% NEW $44.17 -32.4%
584 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 335,506.0 $2.7M 0.01% NEW $8.17 +15.4%
585 MTCH MATCH GROUP INC NEW Communication Services 84,160.0 $2.7M 0.01% NEW $32.29 +17.8%
586 EPAM EPAM SYS INC Technology 13,122.0 $2.7M 0.01% NEW $204.88 -57.7%
587 INTA INTAPP INC Technology 58,600.0 $2.7M 0.01% NEW $45.82 -43.1%
588 MEDP MEDPACE HLDGS INC Healthcare 4,750.0 $2.7M 0.01% NEW $561.65 -6.0%
589 COHR COHERENT CORP Technology 14,321.0 $2.6M 0.01% NEW $184.57 +69.1%
590 URBN URBAN OUTFITTERS INC Consumer Cyclical 34,811.0 $2.6M 0.01% NEW $75.26 -2.0%
591 PJT PJT PARTNERS INC Financial Services 15,601.0 $2.6M 0.01% NEW $167.20 -1.8%
592 VRTS VIRTUS INVT PARTNERS INC Financial Services 15,982.0 $2.6M 0.01% NEW $163.15 +0.1%
593 SFM SPROUTS FMRS MKT INC Consumer Defensive 32,334.0 $2.6M 0.01% NEW $79.67 -7.2%
594 PEN PENUMBRA INC Healthcare 8,245.0 $2.6M 0.01% NEW $310.91 +1.8%
595 MC MOELIS & CO Financial Services 37,201.0 $2.6M 0.01% NEW $68.74 -4.2%
596 INCY INCYTE CORP Healthcare 25,796.0 $2.5M 0.01% NEW $98.77 +17.2%
597 MNDY MONDAY COM LTD Technology 17,116.0 $2.5M 0.01% NEW $147.56 -49.9%
598 IRMD IRADIMED CORP Healthcare 25,946.0 $2.5M 0.01% NEW $97.28 -3.3%
599 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 10,823.0 $2.5M 0.01% NEW $232.53 -3.9%
600 RPRX ROYALTY PHARMA PLC Healthcare 65,127.0 $2.5M 0.01% NEW $38.64 +52.0%
Page 30 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%