STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

Diversified mechanical Mechanical CIK 938076
League rank
#54
in Diversified mechanical · #1611 overall
Long book
$53.40B
Q1 2026
Positions
2063
Top-10 weight
33%
concentration
Last quarter
+14.9%
SPY +14.8%
Turnover
6%
of book per quarter

Strategy in plain words

auto-generated from filings

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM is a mechanically diversified allocator, running a $53.40B US long book across 2063 positions.

The portfolio is moderately concentrated (top 10 ≈ 33% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.

Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.2%
Q2 2024
+6.2%
Q3 2024
+2.6%
Q4 2024
-4.5%
Q1 2025
+11.1%
Q2 2025
+8.0%
Q3 2025
+2.4%
Q4 2025
-4.1%
Q1 2026
+14.9%

Sector allocation

Technology
39%
Financials
12%
Industrials
11%
Consumer discretionary
9%
Healthcare
8%
Services media
5%
Energy
3%
Utilities
3%

Long book by quarter

$42.72B
Q1 2024
$50.78B
Q2 2024
$52.42B
Q3 2024
$52.56B
Q4 2024
$50.40B
Q1 2025
$56.35B
Q2 2025
$57.16B
Q3 2025
$56.52B
Q4 2025
$53.40B
Q1 2026

What does STATE BOARD own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology20.6M$3.59B6.7%-1.1%
AAPL APPLE INCTechnology12.7M$3.22B6.0%-1.9%
MSFT MICROSOFT CORPTechnology6.5M$2.40B4.5%-1.1%
AMZN AMAZON.COM INCConsumer discretionary8.4M$1.75B3.3%-1.0%
GOOGL ALPHABET INC-CL ATechnology5.1M$1.47B2.8%-1.2%
AVGO BROADCOM INCTechnology4.0M$1.25B2.3%-1.1%
GOOG ALPHABET INC-CL CTechnology4.2M$1.19B2.2%-1.1%
META META PLATFORMS INC-CLASS ATechnology1.9M$1.10B2.1%-1.2%
TSLA TESLA INCIndustrials2.5M$921.2M1.7%-1.1%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials1.6M$760.4M1.4%-1.4%
JPM JPMORGAN CHASE & COFinancials2.4M$701.4M1.3%-1.8%
LLY ELI LILLY & COHealthcare703.8K$647.3M1.2%-1.1%
XOM EXXON MOBIL CORPEnergy3.7M$632.6M1.2%-2.3%
JNJ JOHNSON & JOHNSONHealthcare2.1M$514.5M1.0%-1.3%
WMT WALMART INCConsumer discretionary3.8M$474.9M0.9%-1.5%
V VISA INC-CLASS A SHARESServices media1.5M$447.0M0.8%-1.9%
COST COSTCO WHOLESALE CORPConsumer discretionary390.5K$389.1M0.7%-1.3%
NFLX NETFLIX INCServices media3.7M$357.7M0.7%-1.9%
MA MASTERCARD INC - AServices media709.0K$354.2M0.7%-2.1%
CVX CHEVRON CORPEnergy1.7M$343.2M0.6%-2.9%
ABBV ABBVIE INCHealthcare1.6M$337.1M0.6%-1.5%
MU MICRON TECHNOLOGY INCTechnology980.9K$331.4M0.6%-0.7%
PG PROCTER & GAMBLE CO/THEOther2.1M$296.1M0.6%-1.4%
CAT CATERPILLAR INCIndustrials407.9K$289.0M0.5%-1.0%
AMD ADVANCED MICRO DEVICESTechnology1.4M$287.6M0.5%-0.9%
HD HOME DEPOT INCConsumer discretionary869.7K$286.0M0.5%-1.2%
BAC BANK OF AMERICA CORPFinancials5.9M$285.6M0.5%-2.4%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology1.9M$281.6M0.5%-1.0%
CSCO CISCO SYSTEMS INCTechnology3.5M$269.7M0.5%-1.3%
MRK MERCK & CO. INC.Healthcare2.2M$265.1M0.5%-1.2%
GE GENERAL ELECTRICIndustrials919.6K$261.0M0.5%-2.2%
KO COCA-COLA CO/THEConsumer staples3.4M$258.9M0.5%-1.2%
AMAT APPLIED MATERIALS INCTechnology696.8K$238.1M0.4%-0.3%
LRCX LAM RESEARCH CORPIndustrials1.1M$236.5M0.4%-2.9%
RTX RTX CORPIndustrials1.2M$228.1M0.4%-0.9%
PM PHILIP MORRIS INTERNATIONALConsumer staples1.4M$226.6M0.4%-1.0%
WFC WELLS FARGO & COFinancials2.8M$219.9M0.4%-3.2%
GS GOLDMAN SACHS GROUP INCFinancials259.0K$219.1M0.4%-2.5%
ORCL ORACLE CORPTechnology1.5M$217.7M0.4%-0.9%
UNH UNITEDHEALTH GROUP INCFinancials797.3K$215.7M0.4%-0.8%
GEV GE VERNOVA INCIndustrials239.5K$209.0M0.4%-1.4%
LIN LINDE PLCMaterials408.3K$202.4M0.4%-0.9%
IBM INTL BUSINESS MACHINES CORPTechnology815.4K$197.6M0.4%-1.0%
MCD MCDONALD'S CORPConsumer discretionary627.9K$195.2M0.4%-1.1%
PEP PEPSICO INCConsumer staples1.2M$186.7M0.3%-0.5%
VZ VERIZON COMMUNICATIONS INCCommunications3.7M$185.2M0.3%0.0%
T AT&T INCCommunications6.1M$177.4M0.3%-2.4%
C CITIGROUP INCFinancials1.6M$176.0M0.3%-3.6%
INTC INTEL CORPTechnology3.9M$170.3M0.3%-0.7%
KLAC KLA CORPOther115.2K$169.6M0.3%-2.6%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 8, 20262063$53.40B canonicalSEC ↗
Q4 202513F-HRFeb 12, 20262073$565.15B canonicalSEC ↗
Q3 202513F-HRNov 14, 20252084$57.16B canonicalSEC ↗
Q2 202513F-HRAug 13, 20252148$56.35B canonicalSEC ↗
Q1 202513F-HRMay 12, 20252169$50.40B canonicalSEC ↗
Q4 202413F-HRFeb 10, 20252198$52.56B canonicalSEC ↗
Q3 202413F-HRNov 8, 20242223$52.42B canonicalSEC ↗
Q2 202413F-HRAug 8, 20242188$50.78B canonicalSEC ↗
Q1 202413F-HRMay 8, 20242136$42.72B canonicalSEC ↗