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Portfolio (Quarterly) Guide ↗

Retirement Systems of Alabama

· CIK 0001593051
13F Portfolio $30.8B AUM 943 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 943 New
Page 23 of 48  ·  943 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AZO AUTOZONE INC Consumer Cyclical 3,537.0 $12.0M 0.04% NEW $3391.50 -11.2%
442 ONTO ONTO INNOVATION INC Technology 75,808.0 $12.0M 0.04% NEW $157.86 +89.4%
443 OVV OVINTIV INC Energy 303,950.0 $11.9M 0.04% NEW $39.19 +51.5%
444 CNM CORE & MAIN INC Industrials 228,859.0 $11.9M 0.04% NEW $51.97 -16.5%
445 RMBS RAMBUS INC DEL Technology 129,198.0 $11.9M 0.04% NEW $91.89 +15.1%
446 BDX BECTON DICKINSON & CO Healthcare 60,977.0 $11.8M 0.04% NEW $152.57 +0.8%
447 ALK ALASKA AIR GROUP INC Industrials 235,052.0 $11.8M 0.04% NEW $50.30 -9.6%
448 ZTS ZOETIS INC Healthcare 93,750.0 $11.8M 0.04% NEW $125.82 -39.4%
449 DY DYCOM INDS INC Industrials 34,749.0 $11.7M 0.04% NEW $337.90 +25.3%
450 APD AIR PRODS & CHEMS INC Basic Materials 47,345.0 $11.7M 0.04% NEW $247.02 +20.0%
451 PR PERMIAN RESOURCES CORP Energy 833,356.0 $11.7M 0.04% NEW $14.03 +49.5%
452 LHX L3HARRIS TECHNOLOGIES INC Industrials 39,793.0 $11.7M 0.04% NEW $293.57 -5.4%
453 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 151,729.0 $11.6M 0.04% NEW $76.67 +23.2%
454 ARMK ARAMARK Industrials 315,462.0 $11.6M 0.04% NEW $36.86 +52.2%
455 NXPI NXP SEMICONDUCTORS N V Technology 53,539.0 $11.6M 0.04% NEW $217.06 +25.8%
456 PYPL PAYPAL HLDGS INC Financial Services 199,045.0 $11.6M 0.04% NEW $58.38 -4.3%
457 ALL ALLSTATE CORP Financial Services 55,670.0 $11.6M 0.04% NEW $208.15 +20.9%
458 BWA BORGWARNER INC Consumer Cyclical 256,748.0 $11.6M 0.04% NEW $45.06 +41.2%
459 AGCO AGCO CORP Industrials 110,835.0 $11.6M 0.04% NEW $104.32 +7.2%
460 ESAB ESAB CORPORATION Industrials 103,391.0 $11.6M 0.04% NEW $111.72 -23.0%
Page 23 of 48  ·  943 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 31.3%
Financial Services 12.5%
Consumer Cyclical 10.9%
Industrials 10.7%
Healthcare 9.3%
Communication Services 8.6%
Real Estate 4.8%
Consumer Defensive 4.8%
Energy 3.0%
Utilities 2.3%