TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

Diversified mechanical Mechanical CIK 714142
League rank
#69
in Diversified mechanical · #1730 overall
Long book
$12.89B
Q1 2026
Positions
1677
Top-10 weight
24%
concentration
Last quarter
+14.7%
SPY +14.8%
Turnover
5%
of book per quarter

Strategy in plain words

auto-generated from filings

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY is a mechanically diversified allocator, running a $12.89B US long book across 1677 positions.

The portfolio is broadly diversified across 1677 positions (top 10 only 24%). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, ALPHABET INC-CL A, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 4 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
+1.9%
Q2 2024
+6.4%
Q3 2024
+1.3%
Q4 2024
-4.5%
Q1 2025
+11.1%
Q2 2025
+7.8%
Q3 2025
+2.9%
Q4 2025
-3.3%
Q1 2026
+14.7%

Sector allocation

Technology
35%
Financials
13%
Industrials
12%
Consumer discretionary
10%
Healthcare
10%
Services media
6%
Other
4%
Energy
3%

Long book by quarter

$11.17B
Q1 2024
$11.14B
Q2 2024
$11.47B
Q3 2024
$11.39B
Q4 2024
$11.08B
Q1 2025
$12.35B
Q2 2025
$13.15B
Q3 2025
$13.34B
Q4 2025
$12.89B
Q1 2026

What does TEACHERS RETIREMENT own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology3.7M$640.3M5.0%+1.9%
AAPL APPLE INCTechnology1.9M$479.6M3.7%-1.6%
MSFT MICROSOFT CORPTechnology1.1M$410.7M3.2%+0.2%
GOOGL ALPHABET INC-CL ATechnology1.2M$354.7M2.8%+6.9%
AMZN AMAZON.COM INCConsumer discretionary1.7M$352.5M2.7%+1.0%
AVGO BROADCOM INCTechnology850.4K$263.2M2.0%+4.6%
META META PLATFORMS INC-CLASS ATechnology374.2K$214.1M1.7%+2.6%
GOOG ALPHABET INC-CL CTechnology506.1K$145.2M1.1%-1.2%
LLY ELI LILLY & COHealthcare150.8K$138.7M1.1%-0.3%
JPM JPMORGAN CHASE & COFinancials420.8K$123.8M1.0%-4.3%
TSLA TESLA INCIndustrials293.1K$109.0M0.8%+1.1%
V VISA INC-CLASS A SHARESServices media285.9K$86.4M0.7%-0.8%
GILD GILEAD SCIENCES INCHealthcare614.4K$85.6M0.7%-2.0%
CB CHUBB LTDFinancials259.6K$84.6M0.7%+16.1%
MU MICRON TECHNOLOGY INCTechnology228.3K$77.1M0.6%+68.7%
AMD ADVANCED MICRO DEVICESTechnology353.1K$71.8M0.6%+1.8%
NFLX NETFLIX INCServices media742.1K$71.4M0.6%-22.7%
HCA HCA HEALTHCARE INCHealthcare150.7K$71.3M0.6%+69.7%
WMT WALMART INCConsumer discretionary560.5K$69.7M0.5%-5.3%
CSCO CISCO SYSTEMS INCTechnology894.1K$69.4M0.5%+4.3%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials143.8K$68.9M0.5%Held
PH PARKER HANNIFIN CORPIndustrials74.8K$67.0M0.5%-11.7%
XOM EXXON MOBIL CORPEnergy393.7K$66.8M0.5%-11.2%
QCOM QUALCOMM INCTechnology518.2K$66.7M0.5%-7.3%
TTE TOTALENERGIES SEEnergy731.2K$66.5M0.5%-0.3%
KLAC KLA CORPOther43.7K$64.3M0.5%-10.6%
ABBV ABBVIE INCHealthcare290.6K$63.2M0.5%+4.3%
KR KROGER COConsumer discretionary867.0K$62.7M0.5%-1.2%
MA MASTERCARD INC - AServices media123.4K$61.7M0.5%+2.6%
MDT MEDTRONIC PLCHealthcare702.0K$60.8M0.5%+17.6%
NXPI NXP SEMICONDUCTORS NVTechnology301.4K$59.3M0.5%+76.0%
MS MORGAN STANLEYFinancials339.0K$55.8M0.4%-0.6%
CMI CUMMINS INCIndustrials102.3K$55.0M0.4%+0.8%
PM PHILIP MORRIS INTERNATIONALConsumer staples332.3K$55.0M0.4%+18.6%
BAC BANK OF AMERICA CORPFinancials1.1M$54.6M0.4%Held
WFC WELLS FARGO & COFinancials658.7K$52.4M0.4%-4.9%
FTI TECHNIPFMC PLCIndustrials692.8K$47.9M0.4%+7.3%
COST COSTCO WHOLESALE CORPConsumer discretionary46.7K$46.6M0.4%Held
ORCL ORACLE CORPTechnology315.4K$46.4M0.4%+1.9%
JNJ JOHNSON & JOHNSONHealthcare189.0K$46.2M0.4%Held
AER AERCAP HOLDINGS NVServices media327.7K$44.9M0.3%Held
AMGN AMGEN INCHealthcare126.2K$44.4M0.3%Held
NRG NRG ENERGY INCUtilities301.8K$44.1M0.3%+26.7%
MO ALTRIA GROUP INCConsumer staples657.0K$43.4M0.3%Held
HD HOME DEPOT INCConsumer discretionary130.1K$42.8M0.3%Held
VZ VERIZON COMMUNICATIONS INCCommunications840.1K$42.2M0.3%+31.7%
URI UNITED RENTALS INCServices media57.5K$41.9M0.3%-2.6%
AMAT APPLIED MATERIALS INCTechnology122.5K$41.9M0.3%-7.1%
JBL JABIL INCTechnology156.4K$41.5M0.3%-42.1%
DELL DELL TECHNOLOGIES -CTechnology252.2K$41.4M0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 4, 20263768$12.89B $K fixed canonicalSEC ↗
Q4 202513F-HRJan 29, 20263749$13.34B $K fixed canonicalSEC ↗
Q3 202513F-HRNov 12, 20253699$13.15B $K fixed canonicalSEC ↗
Q2 202513F-HRAug 7, 20253696$12.35B $K fixed canonicalSEC ↗
Q1 202513F-HRMay 5, 20253723$11.08B $K fixed canonicalSEC ↗
Q4 202413F-HRFeb 13, 20253710$11.39B $K fixed canonicalSEC ↗
Q3 202413F-HRNov 18, 20243662$11.47B $K fixed canonicalSEC ↗
Q2 202413F-HRAug 26, 20243677$11.14B $K fixed canonicalSEC ↗
Q1 202413F-HRMay 28, 20243675$11.17B $K fixed canonicalSEC ↗