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TEXAS PERMANENT SCHOOL FUND CORP

Q3 2025 · Filed 2026-02-13
Market Value
$3.1B
-70.4%
Holdings
1,483
-17
New Purchases
0
Added To
2
Closed
1,476
Reduced
2
Top 10 Concentration
100.0%
Turnover
99.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RSP 56.82% 16.12% +40.70% $1.7B
EVLN 30.83% 9.16% +21.67% $946M
SPMD 5.56% 1.56% +3.99% $171M
LGDX 3.08% 0.71% +2.37% $94M
SPSM 2.72% 0.59% +2.13% $84M
SPY 0.98% 0.41% +0.57% $30M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 0.00% 2.92% -2.92% $0
MSFT 0.00% 2.81% -2.81% $0
AAPL 0.00% 2.36% -2.36% $0
AMZN 0.00% 1.54% -1.54% $0
META 0.00% 1.19% -1.19% $0
AVGO 0.00% 0.94% -0.94% $0
GOOGL 0.00% 0.78% -0.78% $0
SMDX 0.00% 0.71% -0.71% $0
TSLA 0.00% 0.67% -0.67% $0
GOOG 0.00% 0.65% -0.65% $0
BRK-B 0.00% 0.65% -0.65% $0
JPM 0.00% 0.61% -0.61% $0
NFLX 0.00% 0.46% -0.46% $0
LLY 0.00% 0.44% -0.44% $0
V 0.00% 0.43% -0.43% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 56 $30M 1.0%
Large Cap 580 $2.0B 65.1%
Mid Cap 586 $0 0.0%
Small Cap 253 $946M 30.8%
Micro Cap 8 $94M 3.1%

Portfolio Analytics

Avg Market Cap
$53.1B
Median Market Cap
$7.3B
Avg P/E
31.7
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
1,475
# ETFs / Funds
8

Top Holdings (1,483 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RSP 56.82% 9,190,491 $1.7B $189.70 $73M
2 EVLN 30.83% 19,045,670 $946M $49.67 -$4M
3 SPMD 5.56% 2,982,043 $171M $57.19 $8M
4 LGDX 3.08% 4,177,034 $94M $22.61 $21M +729,713 +21.2%
5 SPSM 2.72% 1,804,117 $84M $46.32 $22M +368,628 +25.7%
6 SPY 0.98% 45,352 $30M $666.18 -$12M -23,435 -34.1%
7 VTWO 0.01% 2,641 $258K $97.82 -$16M -179,327 -98.5%
8 ABT —% -$17M -121,994 -100.0% SOLD
9 OGS —% -$5M -65,819 -100.0% SOLD
10 T —% -$15M -504,585 -100.0% SOLD
11 DINO —% -$4M -109,514 -100.0% SOLD
12 YUM —% -$3M -19,540 -100.0% SOLD
13 AVB —% -$2M -10,008 -100.0% SOLD
14 AAP —% -$2M -34,997 -100.0% SOLD
15 NVT —% -$11M -145,887 -100.0% SOLD
16 ATEN —% -$623K -32,186 -100.0% SOLD
17 NOW —% -$15M -14,515 -100.0% SOLD
18 WT —% -$742K -64,447 -100.0% SOLD
19 HRB —% -$7M -126,358 -100.0% SOLD
20 AMP —% -$4M -8,181 -100.0% SOLD
21 APAM —% -$1M -28,483 -100.0% SOLD
22 IBP —% -$3M -18,502 -100.0% SOLD
23 ACN —% -$14M -46,026 -100.0% SOLD
24 ATR —% -$4M -27,415 -100.0% SOLD
25 GLW —% -$3M -54,191 -100.0% SOLD
26 AIR —% -$2M -22,192 -100.0% SOLD
27 AIZ —% -$641K -3,247 -100.0% SOLD
28 ACI —% -$7M -344,848 -100.0% SOLD
29 ARW —% -$3M -25,380 -100.0% SOLD
30 CB —% -$9M -29,457 -100.0% SOLD
31 RH —% -$2M -12,891 -100.0% SOLD
32 UNFI —% -$2M -76,710 -100.0% SOLD
33 AN —% -$6M -28,737 -100.0% SOLD
34 AR —% -$14M -337,664 -100.0% SOLD
35 ARMK —% -$6M -145,658 -100.0% SOLD
36 DY —% -$15M -61,402 -100.0% SOLD
37 ED —% -$3M -25,339 -100.0% SOLD
38 JHG —% -$7M -186,983 -100.0% SOLD
39 DIS —% -$16M -126,059 -100.0% SOLD
40 EMN —% -$540K -7,239 -100.0% SOLD
41 DECK —% -$1M -12,445 -100.0% SOLD
42 FLR —% -$13M -248,513 -100.0% SOLD
43 FDX —% -$8M -34,455 -100.0% SOLD
44 ETD —% -$867K -31,134 -100.0% SOLD
45 ALL —% -$4M -18,604 -100.0% SOLD
46 OC —% -$10M -71,949 -100.0% SOLD
47 MTDR —% -$6M -132,396 -100.0% SOLD
48 WY —% -$2M -60,099 -100.0% SOLD
49 LYV —% -$2M -11,064 -100.0% SOLD
50 EPC —% -$527K -22,506 -100.0% SOLD
51 HLI —% -$4M -21,754 -100.0% SOLD
52 UBER —% -$14M -147,893 -100.0% SOLD
53 BEN —% -$445K -18,664 -100.0% SOLD
54 HPE —% -$2M -92,461 -100.0% SOLD
55 PB —% -$3M -42,816 -100.0% SOLD
56 GWRE —% -$3M -14,579 -100.0% SOLD
57 XOM —% -$35M -321,923 -100.0% SOLD
58 ALG —% -$2M -7,380 -100.0% SOLD
59 USPH —% -$591K -7,556 -100.0% SOLD
60 INN —% -$255K -50,161 -100.0% SOLD
61 KW —% -$409K -60,157 -100.0% SOLD
62 ABG —% -$3M -12,677 -100.0% SOLD
63 WH —% -$3M -31,963 -100.0% SOLD
64 EXR —% -$2M -14,932 -100.0% SOLD
65 CVS —% -$6M -88,782 -100.0% SOLD
66 AMN —% -$775K -37,472 -100.0% SOLD
67 AA —% -$6M -205,817 -100.0% SOLD
68 LHX —% -$3M -13,137 -100.0% SOLD
69 BKH —% -$1M -26,109 -100.0% SOLD
70 HR —% -$3M -196,106 -100.0% SOLD
71 ALV —% -$10M -88,709 -100.0% SOLD
72 BMY —% -$7M -142,808 -100.0% SOLD
73 AGCO —% -$6M -57,911 -100.0% SOLD
74 SLVM —% -$2M -30,570 -100.0% SOLD
75 YETI —% -$10M -320,573 -100.0% SOLD
76 ALLE —% -$821K -5,694 -100.0% SOLD
77 ATI —% -$6M -72,440 -100.0% SOLD
78 CTRE —% -$10M -332,039 -100.0% SOLD
79 TMHC —% -$4M -65,031 -100.0% SOLD
80 SLGN —% -$3M -59,020 -100.0% SOLD
81 M —% -$4M -304,192 -100.0% SOLD
82 CUBE —% -$4M -99,825 -100.0% SOLD
83 CFG —% -$1M -30,021 -100.0% SOLD
84 EGP —% -$4M -22,242 -100.0% SOLD
85 NXRT —% -$469K -14,078 -100.0% SOLD
86 NEE —% -$10M -144,394 -100.0% SOLD
87 MC —% -$2M -30,002 -100.0% SOLD
88 BRX —% -$5M -210,306 -100.0% SOLD
89 FOUR —% -$3M -27,287 -100.0% SOLD
90 AMT —% -$7M -32,847 -100.0% SOLD
91 AHRT —% -$355K -51,634 -100.0% SOLD
92 CMG —% -$5M -94,586 -100.0% SOLD
93 BDX —% -$3M -20,137 -100.0% SOLD
94 CNR —% -$743K -10,650 -100.0% SOLD
95 EXPD —% -$1M -9,306 -100.0% SOLD
96 BC —% -$3M -45,676 -100.0% SOLD
97 AFG —% -$7M -51,981 -100.0% SOLD
98 ENVA —% -$4M -38,615 -100.0% SOLD
99 NFG —% -$3M -37,338 -100.0% SOLD
100 AVTR —% -$4M -303,541 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AME —%
OGS —%
ABM —%
ABT —%
T —%
AHRT —%
CCS —%
YUM —%
AVB —%
BDX —%
AAP —%
NVT —%
EXR —%
EXPD —%
ALB —%
View SEC EDGAR Filings for TEXAS PERMANENT SCHOOL FUND CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms