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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 77 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 VNOM VIPER ENERGY INC Energy 5,569.0 $215K 0.00% NEW $38.63 +16.1%
1522 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 3,525.0 $215K 0.00% NEW $60.89 -12.4%
1523 VVV VALVOLINE INC Energy 7,322.0 $213K 0.00% NEW $29.06 +35.8%
1524 KINIKSA PHARMACEUTICALS INTL 5,153.0 $213K 0.00% NEW $41.25
1525 EFC ELLINGTON FINANCIAL INC Real Estate 15,594.0 $212K 0.00% NEW $13.58 -0.7%
1526 HBNC HORIZON BANCORP INC Financial Services 12,475.0 $212K 0.00% NEW $16.96 +20.3%
1527 NRIX NURIX THERAPEUTICS INC Healthcare 11,150.0 $212K 0.00% NEW $18.97 +23.8%
1528 SMTC SEMTECH CORP Technology 2,864.0 $211K 0.00% NEW $73.69 +87.1%
1529 HIMS HIMS & HERS HEALTH INC Healthcare 6,467.0 $210K 0.00% NEW $32.47 +0.8%
1530 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 1,586.0 $209K 0.00% NEW $131.84 -36.3%
1531 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 3,637.0 $209K 0.00% NEW $57.44 +18.1%
1532 NSIT INSIGHT ENTERPRISES INC Technology 2,564.0 $209K 0.00% NEW $81.47 +42.6%
1533 ARDX ARDELYX INC Healthcare 35,686.0 $208K 0.00% NEW $5.83 -12.7%
1534 FAF FIRST AMERN FINL CORP Financial Services 3,378.0 $208K 0.00% NEW $61.44 +16.6%
1535 STWD STARWOOD PPTY TR INC Real Estate 11,339.0 $204K 0.00% NEW $18.01 -7.8%
1536 APLD APPLIED DIGITAL CORP Technology 8,328.0 $204K 0.00% NEW $24.52 +22.6%
1537 KD KYNDRYL HLDGS INC Technology 7,660.0 $203K 0.00% NEW $26.56 -54.1%
1538 BSY BENTLEY SYS INC Technology 5,306.0 $203K 0.00% NEW $38.17 -18.1%
1539 CODI COMPASS DIVERSIFIED Industrials 41,954.0 $201K 0.00% NEW $4.80 +113.1%
1540 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1,599.0 $201K 0.00% NEW $125.87 -26.9%
Page 77 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%