Employees Retirement System of Texas Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$12.3B

Holdings

496

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (496 positions)

#	Stock	Shares	Value	% Portfolio
101	SNDKSANDISK CORP	37,512	$8.0M	0.07%
102	CVSCVS HEALTH CORP	90,897	$7.0M	0.06%
103	FTNTFORTINET INC	93,293	$7.0M	0.06%
104	DASHDOORDASH INC	32,856	$7.0M	0.06%
105	FERGFERGUSON ENTERPRISES INC	30,600	$6.0M	0.05%
106	CITHE CIGNA GROUP	24,256	$6.0M	0.05%
107	NETCLOUDFLARE INC	35,223	$6.0M	0.05%
108	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	76,507	$6.0M	0.05%
109	RMERESMED INC	28,780	$6.0M	0.05%
110	CNMD 2.25 06/15/27CONMED CORP	6,000,000	$5.0M	0.04%
111	BACVERIZON COMMUNICATIONS INC	133,689	$5.0M	0.04%
112	ADPAUTOMATIC DATA PROCESSING IN	22,200	$5.0M	0.04%
113	UPSUNITED PARCEL SERVICE INC	59,462	$5.0M	0.04%
114	AEMAGNICO EAGLE MINES LTD	34,471	$5.0M	0.04%
115	BBARRICK MNG CORP	118,586	$5.0M	0.04%
116	AMTAMERICAN TOWER CORP NEW	31,234	$5.0M	0.04%
117	CPRTCOPART INC	138,400	$5.0M	0.04%
118	HBMHUDBAY MINERALS INC	255,046	$5.0M	0.04%
119	EBAEBAY INC.	61,287	$5.0M	0.04%
120	CXCEMEX SAB DE CV	453,092	$5.0M	0.04%
121	AEPAMERICAN ELEC PWR CO INC	50,566	$5.0M	0.04%
122	VVISA INC	15,500	$5.0M	0.04%
123	KGCKINROSS GOLD CORP	204,644	$5.0M	0.04%
124	REEVEREST GROUP LTD	15,547	$5.0M	0.04%
125	VRSNVERISIGN INC	21,954	$5.0M	0.04%
126	GLWCORNING INC	65,194	$5.0M	0.04%
127	CSGPCOSTAR GROUP INC	63,224	$4.0M	0.03%
128	WDAYWORKDAY INC	19,742	$4.0M	0.03%
129	ELVELEVANCE HEALTH INC FORMERLY	13,744	$4.0M	0.03%
130	AIGAMERICAN INTL GROUP INC	52,305	$4.0M	0.03%
131	JNJJOHNSON & JOHNSON	23,345	$4.0M	0.03%
132	HDBHDFC BANK LTD	109,672	$4.0M	0.03%
133	BBDBANCO BRADESCO S A	1,307,728	$4.0M	0.03%
134	DUKDUKE ENERGY CORP NEW	35,256	$4.0M	0.03%
135	IBNICICI BANK LIMITED	139,859	$4.0M	0.03%
136	ALSALLSTATE CORP	21,017	$4.0M	0.03%
137	PLTRPALANTIR TECHNOLOGIES INC	25,474	$4.0M	0.03%
138	TPRTAPESTRY INC	28,623	$3.0M	0.02%
139	GHGUARDANT HEALTH INC	37,287	$3.0M	0.02%
140	XELXCEL ENERGY INC	45,867	$3.0M	0.02%
141	HLTHILTON WORLDWIDE HLDGS INC	12,316	$3.0M	0.02%
142	WWAYFAIR INC	35,897	$3.0M	0.02%
143	CHKPCHECK POINT SOFTWARE TECH LT	17,883	$3.0M	0.02%
144	INFYINFOSYS LTD	214,120	$3.0M	0.02%
145	AFLAFLAC INC	33,948	$3.0M	0.02%
146	RBLXROBLOX CORP	37,938	$3.0M	0.02%
147	AXSAXIS CAP HLDGS LTD	28,417	$3.0M	0.02%
148	MUMICRON TECHNOLOGY INC	13,200	$3.0M	0.02%
149	TXNTEXAS INSTRS INC	22,100	$3.0M	0.02%
150	ALNYALNYLAM PHARMACEUTICALS INC	9,792	$3.0M	0.02%
151	AONAON PLC	11,301	$3.0M	0.02%
152	WSTWEST PHARMACEUTICAL SVSC INC	12,966	$3.0M	0.02%
153	WTWWILLIS TOWERS WATSON PLC LTD	9,505	$3.0M	0.02%
154	LOGILOGITECH INTL S A	39,289	$3.0M	0.02%
155	EMBJEMBRAER S.A.	32,480	$2.0M	0.02%
156	CPNGCOUPANG INC	105,011	$2.0M	0.02%
157	PENPENUMBRA INC	7,749	$2.0M	0.02%
158	TECK/BTECK RESOURCES LTD	43,477	$2.0M	0.02%
159	NKENIKE INC	46,000	$2.0M	0.02%
160	KRKROGER CO	42,442	$2.0M	0.02%
161	SNOWSNOWFLAKE INC	12,791	$2.0M	0.02%
162	PEOEXELON CORP	65,029	$2.0M	0.02%
163	BMTABRITISH AMERN TOB PLC	46,386	$2.0M	0.02%
164	NEENEXTERA ENERGY INC	31,510	$2.0M	0.02%
165	VALEVALE S A	170,991	$2.0M	0.02%
166	BPBP PLC	62,882	$2.0M	0.02%
167	CLCOLGATE PALMOLIVE CO	29,556	$2.0M	0.02%
168	ICLRICON PLC	11,901	$2.0M	0.02%
169	AFRMAFFIRM HLDGS INC	35,771	$2.0M	0.02%
170	DUOLDUOLINGO INC	12,921	$2.0M	0.02%
171	ITUBITAU UNIBANCO HLDG S A	370,217	$2.0M	0.02%
172	ENSGENSIGN GROUP INC	16,927	$2.0M	0.02%
173	DDOGDATADOG INC	19,948	$2.0M	0.02%
174	LUVSOUTHWEST AIRLS CO	51,995	$2.0M	0.02%
175	AUANGLOGOLD ASHANTI PLC	32,759	$2.0M	0.02%
176	STXSEAGATE TECHNOLOGY HLDNGS PL	10,443	$2.0M	0.02%
177	DKNGDRAFTKINGS INC NEW	65,470	$2.0M	0.02%
178	MCDMCDONALDS CORP	7,522	$2.0M	0.02%
179	AWCAMERICAN WTR WKS CO INC NEW	20,549	$2.0M	0.02%
180	IOTSAMSARA INC	77,120	$2.0M	0.02%
181	BRK/BBERKSHIRE HATHAWAY INC DEL	4,779	$2.0M	0.02%
182	APPAPPLOVIN CORP	4,172	$2.0M	0.02%
183	SUSUNCOR ENERGY INC NEW	53,681	$2.0M	0.02%
184	PODDINSULET CORP	8,342	$2.0M	0.02%
185	LEALEAR CORP	18,955	$2.0M	0.02%
186	WCNWASTE CONNECTIONS INC	8,031	$1.0M	0.01%
187	TEMTEMPUS AI INC	29,948	$1.0M	0.01%
188	MARMARRIOTT INTL INC NEW	3,801	$1.0M	0.01%
189	MRNAMODERNA INC	38,329	$1.0M	0.01%
190	ADTADT INC DEL	208,658	$1.0M	0.01%
191	REGNREGENERON PHARMACEUTICALS	1,324	$1.0M	0.01%
192	YETIYETI HLDGS INC	32,692	$1.0M	0.01%
193	KNFKNIFE RIVER CORP	18,355	$1.0M	0.01%
194	UTHUNITED THERAPEUTICS CORP DEL	2,832	$1.0M	0.01%
195	GEVGE VERNOVA INC	2,865	$1.0M	0.01%
196	PEPPEPSICO INC	10,047	$1.0M	0.01%
197	UNPUNION PAC CORP	6,324	$1.0M	0.01%
198	TFXTELEFLEX INCORPORATED	9,308	$1.0M	0.01%
199	EDGGOLD FIELDS LTD	45,333	$1.0M	0.01%
200	DOCSDOXIMITY INC	30,007	$1.0M	0.01%

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