Arkolith/Funds/State Board Of Administration Of Florida Retirement System

State Board Of Administration Of Florida Retirement System

CIK 938076Pension / sovereign
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

State Board Of Administration Of Florida Retirement System holds a diversified book of 2136 reported positions worth $60.3B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book.

State Board Of Administration Of Florida Retirement System is a pension or sovereign fund: this book is a long-horizon allocation, often run by external managers.

Opened
121
bought for the first time
+118 more · largest first
4 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
373
already held, bought more
+370 more · largest first
Trimmed
967
sold some, still holds it
+964 more · largest first
Sold out
51
exited the position entirely
+48 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
33%
Top 20 holdings
43%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Information Technology
43%
Financials
12%
Industrials
11%
Consumer Discretionary
11%
Health Care
9%
Materials
3%
Utilities
3%
Energy
2%

+5 sectors below the cut, 7% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as State Board Of Administration Of Florida Retirement System

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC14 / 80$257.5M
Uhlmann Price Securities, LLC58 / 80$2.5B
Draper Asset Management, LLC12 / 80$182.9M
VUB Generali dochodkova spravcovska spolocnost, a.s.70 / 80$133.4M
Hoey Investments, Inc73 / 80$709.3M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Oriental Harbor Investment Master Fund10 / 80$1.5B
Conway Capital Management, Inc.20 / 80$202.7M

Ranked by the share of each fund's own book sitting in the names it shares with State Board Of Administration Of Florida Retirement System: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

2,136 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$4.0B19.90M
6.6%
−3.4%
Reduced · −693K sh
2Apple Inc
COM
$3.6B12.35M
5.9%
−2.7%
Reduced · −347K sh
3Microsoft Corp
COM
$2.4B6.32M
3.9%
−2.6%
Reduced · −166K sh
4Amazon Com Inc
COM
$2.0B8.26M
3.3%
−1.9%
Reduced · −160K sh
5Alphabet Inc
CAP STK CL A
$1.8B4.99M
3.0%
−2.4%
Reduced · −122K sh
6Broadcom Inc
COM
$1.5B3.96M
2.5%
−2.1%
Reduced · −86K sh
7Alphabet Inc
CAP STK CL C
$1.4B4.04M
2.4%
−2.8%
Reduced · −116K sh
8Micron Technology Inc
COM
$1.1B975.2K
1.9%
−0.6%
Reduced · −6K sh
9Tesla Inc
COM
$1.1B2.52M
1.8%
+1.7%
Added · +41K sh
10Meta Platforms Inc
CL A
$1.1B1.88M
1.8%
−2.0%
Reduced · −39K sh
11Eli Lilly & Co
COM
$819.7M683.4K
1.4%
−2.9%
Reduced · −20K sh
12Advanced Micro Devices Inc
COM
$817.5M1.41M
1.4%
−0.5%
Reduced · −7K sh
13Berkshire Hathaway Inc Del
CL B NEW
$778.5M1.56M
1.3%
−1.9%
Reduced · −31K sh
14JPMorgan Chase & Co
COM
$745.1M2.28M
1.2%
−4.5%
Reduced · −108K sh
15Intel Corp
COM
$531.0M3.80M
0.9%
−1.5%
Reduced · −57K sh
16Johnson & Johnson
COM
$520.0M2.05M
0.9%
−2.7%
Reduced · −57K sh
17Applied Matls Inc
COM
$493.7M682.8K
0.8%
−2.0%
Reduced · −14K sh
18Exxon Mobil Corp
COM
$486.1M3.56M
0.8%
−4.6%
Reduced · −173K sh
19Visa Inc
COM CL A
$483.6M1.41M
0.8%
−4.7%
Reduced · −69K sh
20Lam Research Corp
COM NEW
$465.2M1.07M
0.8%
−3.0%
Reduced · −33K sh
21Walmart Inc
COM
$423.4M3.74M
0.7%
−2.2%
Reduced · −83K sh
22Caterpillar Inc
COM
$415.8M390.5K
0.7%
−4.3%
Reduced · −17K sh
23Cisco Sys Inc
COM
$397.6M3.39M
0.7%
−2.6%
Reduced · −92K sh
24Abbvie Inc
COM
$379.8M1.51M
0.6%
−2.6%
Reduced · −41K sh
25Costco Wholesale Corporation
COM
$354.7M379.1K
0.6%
−2.9%
Reduced · −11K sh
26Mastercard Incorporated
CL A
$353.0M687.3K
0.6%
−3.0%
Reduced · −22K sh
27Kla Corp
COM NEW
$338.8M1.12M
0.6%
+875%
Added · +1.0M sh
28Ge Aerospace
COM NEW
$332.6M889.9K
0.6%
−3.2%
Reduced · −30K sh
29Bank Of Amer Corp
COM
$325.5M5.71M
0.5%
−2.5%
Reduced · −146K sh
30Unitedhealth Group Inc
COM
$320.4M770.9K
0.5%
−3.3%
Reduced · −26K sh
31Home Depot Inc
COM
$299.3M848.6K
0.5%
−2.4%
Reduced · −21K sh
32Procter & Gamble Co
COM
$290.9M1.98M
0.5%
−3.3%
Reduced · −67K sh
33Ge Vernova Inc
COM
$275.2M234.2K
0.5%
−2.2%
Reduced · −5K sh
34Merck & Co Inc
COM
$275.1M2.14M
0.5%
−2.9%
Reduced · −63K sh
35Coca Cola Co
COM
$269.6M3.32M
0.4%
−2.6%
Reduced · −88K sh
36Sandisk Corp
COM
$264.6M116.4K
0.4%
+3.1%
Added · +3K sh
37Chevron Corporation
COM
$263.1M1.59M
0.4%
−4.3%
Reduced · −71K sh
38Netflix Inc.
COM
$261.6M3.66M
0.4%
−1.5%
Reduced · −56K sh
39Goldman Sachs Group Inc
COM
$249.9M247.1K
0.4%
−4.6%
Reduced · −12K sh
40Philip Morris Intl Inc
COM
$241.5M1.33M
0.4%
−2.6%
Reduced · −36K sh
41Palo Alto Networks Inc
COM
$232.8M682.6K
0.4%
+2.7%
Added · +18K sh
42Texas Instrs Inc
COM
$230.5M773.3K
0.4%
−2.4%
Reduced · −19K sh
43International Business Machs
COM
$225.2M800.7K
0.4%
−1.8%
Reduced · −15K sh
44Marvell Technology Inc
COM
$224.1M752.3K
0.4%
+0.1%
Added · +700 sh
45Palantir Technologies Inc
CL A
$222.6M1.91M
0.4%
−0.9%
Reduced · −17K sh
46Wells Fargo & Co
COM
$219.7M2.66M
0.4%
−3.8%
Reduced · −104K sh
47RTX Corporation
COM
$219.4M1.16M
0.4%
−2.2%
Reduced · −26K sh
48Oracle Corp
COM
$216.5M1.48M
0.4%
−0.2%
Reduced · −3K sh
49Linde PLC
SHS
$206.4M397.7K
0.3%
−2.6%
Reduced · −11K sh
50Citigroup Inc
COM NEW
$205.8M1.47M
0.3%
−5.3%
Reduced · −82K sh
Showing 50 of 2,136 positions
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Filing history

As-of date vs the date the SEC received each filing

$60.3B · Q2 2026Q1 2021 · $50.2BQ2 2026 · $60.3B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d2,136$60.3B13F-HR
Q1 2026Mar 31, 2026May 8, 202638d2,063$53.4B13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d2,073$56.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d2,084$57.2B13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d2,147$56.4B13F-HR
Q1 2025Mar 31, 2025May 12, 202542d2,169$50.4B13F-HR
Q4 2024Dec 31, 2024Feb 10, 202541d2,198$52.6B13F-HR
Q3 2024Sep 30, 2024Nov 8, 202439d2,223$52.4B13F-HR
Q2 2024Jun 30, 2024Aug 8, 202439d2,188$50.8B13F-HR
Q1 2024Mar 31, 2024May 8, 202438d2,136$42.7B13F-HR
Q4 2023Dec 31, 2023Feb 9, 202440d2,431$48.0B13F-HR
Q3 2023Sep 30, 2023Nov 8, 202339d2,351$42.5B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202342d2,408$45.1B13F-HR
Q1 2023Mar 31, 2023Jun 14, 202375d2,241$43.1B13F-HR/A
Q4 2022Dec 31, 2022Jun 14, 2023165d2,311$40.8B13F-HR/A
Q3 2022Sep 30, 2022Nov 8, 202239d2,267$39.0B13F-HR
Q2 2022Jun 30, 2022Aug 5, 202236d2,309$41.3B13F-HR
Q1 2022Mar 31, 2022May 6, 202236d2,385$51.6B13F-HR
Q4 2021Dec 31, 2021Feb 8, 202239d2,403$55.7B13F-HR
Q3 2021Sep 30, 2021Nov 8, 202139d2,398$51.4B13F-HR
Q2 2021Jun 30, 2021Aug 10, 202141d2,380$52.9B13F-HR
Q1 2021Mar 31, 2021May 10, 202140d2,369$50.2B13F-HR
Amended / restated
  • Q1 2023 · filed May 11, 202313F-HR · superseded
  • Q4 2022 · filed Feb 7, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.