Arkolith/Funds/Teacher Retirement System Of Texas

Teacher Retirement System Of Texas

CIK 796848Pension / sovereign
Holdings as of Mar 31, 2026·disclosed Apr 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Teacher Retirement System Of Texas holds a diversified book of 1478 stocks worth $24.0B as of Q1 2026 (disclosed Apr 30, 2026, a ~45-day 13F lag). This quarter they opened BlackRock Inc and trimmed Apple Inc. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2013 would be +437% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TEACHER RETIREMENT SYSTEM OF TEXAS's latest
holdings, largest changes, and filing provenance.
Opened
162
new positions
Added to
485
existing
Trimmed
823
reduced
Sold out
300
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+436.6%
+14.2%/yr · since Nov '13
Their reported book
+338.4%
held from quarter-end
S&P 500
+424.5%
same window
$10K$21K$32K$43K$54KNov '13Jun '16Dec '18Jul '21Jan '24Jul '26
Teacher Retirement System Of Texas (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 98.2 points over this window.

Growth of $10,000 cloning Teacher Retirement System Of Texas's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
28%
Top 20 holdings
37%

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

Direct sector allocation

94% mapped to company sectors

Information Technology
36%
Industrials
12%
Financials
11%
Consumer Discretionary
10%
Health Care
7%
ETF / fund or unclassified
6%
Materials
5%
Real Estate
4%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

1,478 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.3B7.70M
5.6%
+0.6%
Added · +44K sh
2Apple Inc
COM
$1.2B4.66M
4.9%
−0.5%
Reduced · −24K sh
3Microsoft Corp
COM
$827.2M2.23M
3.4%
+0.9%
Added · +20K sh
4Amazon Com Inc
COM
$602.3M2.89M
2.5%
+0.5%
Added · +14K sh
5Alphabet Inc
CAP STK CL A
$550.7M1.92M
2.3%
+1.4%
Added · +27K sh
6Vanguard Index FDS
S&P 500 ETF SHS
$506.0M846.8K
2.1%
−87%
Reduced · −5.8M sh
7Broadcom Inc
COM
$442.5M1.43M
1.8%
−2.6%
Reduced · −38K sh
8Alphabet Inc
CAP STK CL C
$429.6M1.50M
1.8%
+0.7%
Added · +11K sh
9Ishares TR
CORE S&P500 ETF
$413.2M632.6K
1.7%
Held
10Meta Platforms Inc
CL A
$394.9M690.3K
1.6%
−1.2%
Reduced · −9K sh
11Tesla Inc
COM
$291.8M785.0K
1.2%
+1.8%
Added · +14K sh
12Eli Lilly & Co
COM
$266.7M289.9K
1.1%
+7.8%
Added · +21K sh
13Ishares Inc
MSCI EMRG CHN
$236.3M3.00M
1.0%
−9.1%
Reduced · −301K sh
14Exxon Mobil Corp
COM
$224.4M1.32M
0.9%
−2.2%
Reduced · −30K sh
15JPMorgan Chase & Co
COM
$214.6M729.4K
0.9%
−19%
Reduced · −171K sh
16Johnson & Johnson
COM
$201.3M823.5K
0.8%
−0.1%
Reduced · −1K sh
17Berkshire Hathaway Inc Del
CL B NEW
$196.6M410.3K
0.8%
−2.3%
Reduced · −10K sh
18Visa Inc
COM CL A
$168.9M558.8K
0.7%
+13%
Added · +66K sh
19Mastercard Incorporated
CL A
$166.5M333.2K
0.7%
+1.0%
Added · +3K sh
20Netflix Inc.
COM
$162.5M1.69M
0.7%
+15%
Added · +217K sh
21Walmart Inc
COM
$150.0M1.21M
0.6%
−19%
Reduced · −281K sh
22Vanguard Index FDS
SMALL CP ETF
$148.6M567.2K
0.6%
Held
23Ishares TR
CORE S&P SCP ETF
$147.4M1.19M
0.6%
Held
24Ge Vernova Inc
COM
$143.5M164.4K
0.6%
+17%
Added · +24K sh
25Costco Wholesale Corporation
COM
$141.7M142.2K
0.6%
+1.2%
Added · +2K sh
26Palantir Technologies Inc
CL A
$139.6M954.3K
0.6%
+13%
Added · +107K sh
27Procter & Gamble Co
COM
$137.8M954.3K
0.6%
−2.1%
Reduced · −21K sh
28Coca Cola Co
COM
$132.0M1.74M
0.6%
−3.4%
Reduced · −61K sh
29Caterpillar Inc
COM
$126.7M178.8K
0.5%
+4.8%
Added · +8K sh
30Ge Aerospace
COM NEW
$119.7M421.8K
0.5%
−8.3%
Reduced · −38K sh
31Micron Technology Inc
COM
$118.7M351.3K
0.5%
+25%
Added · +70K sh
32Lam Research Corp
COM NEW
$117.0M547.5K
0.5%
−13%
Reduced · −81K sh
33Wells Fargo & Co
COM
$114.8M1.44M
0.5%
+19%
Added · +234K sh
34Bank America Corp
COM
$114.1M2.34M
0.5%
−10%
Reduced · −263K sh
35Home Depot Inc
COM
$106.1M322.5K
0.4%
−2.4%
Reduced · −8K sh
36Applied Matls Inc
COM
$105.0M307.3K
0.4%
+51%
Added · +104K sh
37Cisco Sys Inc
COM
$104.7M1.35M
0.4%
+0.2%
Added · +3K sh
38Citigroup Inc
COM NEW
$101.7M897.0K
0.4%
+44%
Added · +275K sh
39First Majestic Silver Corp
COM
$101.6M4.73M
0.4%
−3.8%
Reduced · −186K sh
40Pepsico Inc
COM
$101.5M653.8K
0.4%
+33%
Added · +161K sh
41Abbvie Inc
COM
$99.3M456.4K
0.4%
−23%
Reduced · −133K sh
42Linde PLC
SHS
$98.9M199.5K
0.4%
+4.7%
Added · +9K sh
43McKesson Corp
COM
$96.9M111.9K
0.4%
+46%
Added · +35K sh
44International Business Machs
COM
$96.6M398.4K
0.4%
+28%
Added · +86K sh
45Intel Corp
COM
$95.8M2.17M
0.4%
−16%
Reduced · −402K sh
46McDonalds Corp
COM
$94.6M304.2K
0.4%
+25%
Added · +60K sh
47Chevron Corporation
COM
$93.6M452.3K
0.4%
−11%
Reduced · −53K sh
48TJX Cos Inc New
COM
$92.3M577.7K
0.4%
−1.9%
Reduced · −11K sh
49Equity Residential
SH BEN INT
$91.7M1.55M
0.4%
+55%
Added · +552K sh
50Verizon Communications Inc
COM
$89.9M1.79M
0.4%
−19%
Reduced · −407K sh
Showing 50 of 1,478 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 30, 20261,478$24.0B13F-HR
Q4 2025Dec 31, 2025Jan 28, 20261,619$28.9B13F-HR
Q3 2025Sep 30, 2025Oct 30, 20252,023$24.9B13F-HR
Q2 2025Jun 30, 2025Aug 1, 20252,054$23.8B13F-HR
Q1 2025Mar 31, 2025Apr 28, 20252,077$24.0B13F-HR
Q4 2024Dec 31, 2024Feb 11, 20251,538$27.7B13F-HR
Q3 2024Sep 30, 2024Nov 13, 20241,484$21.0B13F-HR
Q2 2024Jun 30, 2024Aug 9, 20241,556$17.6B13F-HR
Q1 2024Mar 31, 2024May 6, 20241,657$15.7B13F-HR
Q4 2023Dec 31, 2023Feb 7, 20241,769$14.6B13F-HR
Q3 2023Sep 30, 2023Oct 31, 20231,902$15.1B13F-HR
Q2 2023Jun 30, 2023Jul 19, 20231,932$14.9B13F-HR/A
Q1 2023Mar 31, 2023May 12, 20232,086$14.9B13F-HR
Q4 2022Dec 31, 2022Feb 13, 20232,072$13.7B13F-HR
Q3 2022Sep 30, 2022Nov 3, 20222,192$13.8B13F-HR
Q2 2022Jun 30, 2022Aug 9, 20221,971$14.9B13F-HR
Q1 2022Mar 31, 2022May 9, 20222,165$19.5B13F-HR
Q4 2021Dec 31, 2021Feb 10, 20222,193$22.3B13F-HR
Q3 2021Sep 30, 2021Nov 9, 20212,042$18.5B13F-HR
Q2 2021Jun 30, 2021Aug 5, 20211,929$18.1B13F-HR
Q1 2021Mar 31, 2021May 11, 20211,751$18.0B13F-HR
Q4 2020Dec 31, 2020Feb 11, 20211,552$16.6B13F-HR
Q3 2020Sep 30, 2020Nov 2, 20201,155$15.5B13F-HR
Amended / restated
  • Q2 2023 · filed Jul 17, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.