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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 9 of 81  ·  1,619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMRIZE LTD 646,894.0 $35.0M 0.12% NEW $54.08
162 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 239,721.0 $34.5M 0.12% NEW $143.89 +55.6%
163 AMERICA MOVIL SAB DE CV 1,660,300.0 $34.3M 0.12% NEW $20.67
164 ZM ZOOM COMMUNICATIONS INC Technology 396,279.0 $34.2M 0.12% NEW $86.29 +0.1%
165 IONS IONIS PHARMACEUTICALS INC Healthcare 422,899.0 $33.5M 0.12% NEW $79.11 -34.5%
166 APP APPLOVIN CORP Technology 49,502.0 $33.4M 0.12% NEW $673.82 -38.2%
167 TPR TAPESTRY INC Consumer Cyclical 256,169.0 $32.7M 0.11% NEW $127.77 +11.6%
168 ALLE ALLEGION PLC Industrials 201,845.0 $32.1M 0.11% NEW $159.22 -12.9%
169 WELL WELLTOWER INC Real Estate 169,742.0 $31.5M 0.11% NEW $185.61 +32.6%
170 ROL ROLLINS INC Consumer Cyclical 515,257.0 $30.9M 0.11% NEW $60.02 -26.5%
171 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 590,718.0 $30.7M 0.11% NEW $51.91 +0.8%
172 B BARRICK MNG CORP Basic Materials 700,000.0 $30.5M 0.10% NEW $43.55 -13.6%
173 GRMN GARMIN LTD Technology 149,841.0 $30.4M 0.10% NEW $202.85 +18.9%
174 ROK ROCKWELL AUTOMATION INC Industrials 78,121.0 $30.4M 0.10% NEW $389.07 +19.9%
175 BA BOEING CO Industrials 138,618.0 $30.1M 0.10% NEW $217.12 -5.4%
176 EBAY EBAY INC. Consumer Cyclical 344,727.0 $30.0M 0.10% NEW $87.10 +28.5%
177 UHS UNIVERSAL HLTH SVCS INC Healthcare 137,575.0 $30.0M 0.10% NEW $218.02 -31.5%
178 NEE NEXTERA ENERGY INC Utilities 370,479.0 $29.7M 0.10% NEW $80.28 +11.1%
179 ECL ECOLAB INC Basic Materials 113,169.0 $29.7M 0.10% NEW $262.52 +0.7%
180 CPT CAMDEN PPTY TR Real Estate 267,847.0 $29.5M 0.10% NEW $110.08 +1.7%
Page 9 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%