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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 69 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 MKSI MKS INC. Technology 2,221.0 $355K 0.00% NEW $159.80 +114.9%
1362 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,441.0 $354K 0.00% NEW $144.83 -3.5%
1363 PAX PATRIA INVESTMENTS LIMITED Financial Services 21,766.0 $346K 0.00% NEW $15.89 -30.6%
1364 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,099.0 $346K 0.00% NEW $84.36 -22.4%
1365 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 8,902.0 $345K 0.00% NEW $38.80 +12.1%
1366 SJM SMUCKER J M CO Consumer Defensive 3,530.0 $345K 0.00% NEW $97.81 +20.1%
1367 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 17,160.0 $345K 0.00% NEW $20.08 -45.2%
1368 HBT HBT FINL INC. Financial Services 13,299.0 $344K 0.00% NEW $25.85 +25.1%
1369 VICR VICOR CORP Technology 3,136.0 $344K 0.00% NEW $109.60 +101.2%
1370 DNLI DENALI THERAPEUTICS INC Healthcare 20,540.0 $339K 0.00% NEW $16.51 +43.6%
1371 MCBS METROCITY BANKSHARES INC Financial Services 12,725.0 $338K 0.00% NEW $26.54 +35.6%
1372 PGNY PROGYNY INC Healthcare 13,119.0 $337K 0.00% NEW $25.68 +22.5%
1373 CNXC CONCENTRIX CORP Technology 8,081.0 $336K 0.00% NEW $41.58 -42.7%
1374 BXP BXP INC Real Estate 4,978.0 $336K 0.00% NEW $67.48 +0.5%
1375 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,558.0 $335K 0.00% NEW $73.58 +86.3%
1376 ALGM ALLEGRO MICROSYSTEMS INC Technology 12,705.0 $335K 0.00% NEW $26.38 +88.2%
1377 INMD INMODE LTD Healthcare 22,716.0 $334K 0.00% NEW $14.69 +3.5%
1378 PAGAYA TECHNOLOGIES LTD 15,951.0 $333K 0.00% NEW $20.90
1379 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 14,881.0 $332K 0.00% NEW $22.32 -12.9%
1380 HILLENBRAND INC 10,465.0 $332K 0.00% NEW $31.72
Page 69 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%