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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 7 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCO MOODYS CORP Financial Services 94,814.0 $48.4M 0.17% NEW $510.85 -4.0%
122 CAH CARDINAL HEALTH INC Healthcare 228,662.0 $47.0M 0.16% NEW $205.50 +10.5%
123 AMT AMERICAN TOWER CORP NEW Real Estate 266,005.0 $46.7M 0.16% NEW $175.57 -6.9%
124 EXPE EXPEDIA GROUP INC Consumer Cyclical 162,805.0 $46.1M 0.16% NEW $283.31 -6.5%
125 SYK STRYKER CORPORATION Healthcare 130,611.0 $45.9M 0.16% NEW $351.47 -10.5%
126 HIG HARTFORD INSURANCE GROUP INC Financial Services 330,968.0 $45.6M 0.16% NEW $137.80 +3.0%
127 UBER UBER TECHNOLOGIES INC Technology 554,154.0 $45.3M 0.16% NEW $81.71 -12.4%
128 IDXX IDEXX LABS INC Healthcare 65,734.0 $44.5M 0.15% NEW $676.53 -18.3%
129 LOW LOWES COS INC Consumer Cyclical 184,316.0 $44.4M 0.15% NEW $241.16 -15.6%
130 NRG NRG ENERGY INC Utilities 276,091.0 $44.0M 0.15% NEW $159.24 -17.4%
131 GDXJ VANECK ETF TRUST 379,000.0 $43.1M 0.15% NEW $113.78 -14.7%
132 AME AMETEK INC Industrials 209,775.0 $43.1M 0.15% NEW $205.31 +15.8%
133 ADI ANALOG DEVICES INC Technology 157,317.0 $42.7M 0.15% NEW $271.20 +41.2%
134 CBRE CBRE GROUP INC Real Estate 262,568.0 $42.2M 0.15% NEW $160.79 -14.0%
135 AMGN AMGEN INC Healthcare 128,599.0 $42.1M 0.15% NEW $327.31 +11.9%
136 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 468,336.0 $41.3M 0.14% NEW $88.21 +24.2%
137 CMI CUMMINS INC Industrials 80,765.0 $41.2M 0.14% NEW $510.45 +29.4%
138 ESS ESSEX PPTY TR INC Real Estate 157,438.0 $41.2M 0.14% NEW $261.68 +12.4%
139 FIX COMFORT SYS USA INC Industrials 43,563.0 $40.7M 0.14% NEW $933.29 +89.9%
140 EME EMCOR GROUP INC Industrials 65,964.0 $40.4M 0.14% NEW $611.79 +24.3%
Page 7 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%