Fund Holdings

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MICRON TECHNOLOGY(MU)135,353228,340+92,98738,63177,1420.60%+38,511
MARATHON PETROLEUM CORP(MPC)25,144168,644+143,5004,08941,1800.32%+37,091
HCA HOLDINGS INC(HCA)88,785150,712+61,92741,45171,3240.55%+29,873
BALL CORP23,359497,459+474,1001,23829,4040.23%+28,166
NEWMONT MINING(NEM)89,297328,197+238,9008,91635,5270.28%+26,611
SYSCO CORP(SYY)38,463393,663+355,2002,83528,0800.22%+25,245
DECKERS OUTDOOR CORP(DECK)11,892246,892+235,0001,23324,7110.19%+23,478
TRACTOR SUPPLY CO(TSCO)41,859545,259+503,4002,09424,7000.19%+22,606
CVS HEALTH CORPORATION(CVS)98,581420,981+322,4007,82430,2350.23%+22,411
INVESCO LTD(IVZ)35,141960,441+925,30092323,3300.18%+22,407
TARGET CORP(TGT)36,034212,034+176,0003,52225,6980.20%+22,176
NXP SEMICONDUCTORS NV
COM
171,270301,412+130,14237,17659,3360.46%+22,160
TECHNIPFMC LTD(FTI)645,800692,800+47,00028,77747,8930.37%+19,116
TOTALENERGIES SE(TTE)733,680731,230-2,45047,99766,5270.52%+18,530
SYNNEX CORP(SNX)24,244130,244+106,0003,64321,9730.17%+18,330
CLOROX CO(CLX)9,599176,599+167,00096818,3010.14%+17,333
VERIZON COMMUNICATIONS(VZ)638,086840,086+202,00025,99042,1730.33%+16,183
CHUBB LIMITED
COM
223,587259,587+36,00069,78584,6070.66%+14,822
ASTRAZENECA PLC(AZN)070,159+70,159013,8370.11%+13,837
EXXON MOBIL CORP443,480393,661-49,81953,36866,7890.52%+13,421
DAVITA INC(DVA)187,377225,177+37,80021,28834,6070.27%+13,319
AKAMAI TECHNOLOGIES INC(AKAM)301,673343,879+42,20626,32139,4940.31%+13,173
ONEOK INC(OKE)332,707400,707+68,00024,45436,2190.28%+11,765
YUM CHINA HLDGS INC(YUMC)528,300752,360+224,06025,22136,7010.28%+11,480
CROWN HOLDINGS INC(CCK)197,135311,135+114,00020,29931,1920.24%+10,893
PETROLEO BRASILEIRO S A BR(PBR)1,969,0301,618,030-351,00023,33333,5740.26%+10,241
PHILIP MORRIS INTL INC(PM)280,113332,345+52,23244,93054,9510.43%+10,021
MICROCHIP TECHNOLOGY INC(MCHP)42,058194,158+152,1002,68012,5440.10%+9,864
DELL TECHNOLOGIES INC(DELL)252,230252,230031,75041,3980.32%+9,648
VEOLIA ENVIRONNEMENT SA1,126,1601,524,960+398,80019,55029,1110.23%+9,561
AMPHENOL CORP CL A94,611175,711+81,10012,78622,2010.17%+9,415
SMITH & NEPHEW PLC UK ADR(SNN)599,500905,100+305,60019,67028,7640.22%+9,094
ROYAL DUTCH SHELL PLC ADR(SHEL)232,190280,190+48,00017,06126,0580.20%+8,997
GILEAD SCIENCES INC(GILD)627,087614,360-12,72776,96985,6230.66%+8,654
WESTLAKE CHEMICALS(WLK)165,315178,160+12,84512,22320,8140.16%+8,591
L3HARRIS TECHNOLOGIES INC(LHX)14,82036,528+21,7084,35012,6080.10%+8,258
CHEVRON CORP(CVX)150,124150,124022,88031,0610.24%+8,181
EATON CORP PLC(ETN)69,43284,646+15,21422,11530,2750.23%+8,160
APPLIED MATERIALS INC131,770122,470-9,30033,86441,8580.32%+7,994
KROGER CO(KR)877,859866,959-10,90054,84862,7330.49%+7,885
ROYAL DUTCH SHELL PLC ADR(SHEL)387,500390,500+3,00028,47336,3160.28%+7,843
PINNACLE FINANCIAL PARTNERS(PNFP)090,787+90,78707,8200.06%+7,820
APA CORP(APA)432,568432,568010,58118,3580.14%+7,777
VERTIV HOLDINGS CO COMMON ST(VRT)029,900+29,90007,4930.06%+7,493
JOHNSON & JOHNSON(JNJ)189,024189,024039,11846,2050.36%+7,087
MERCK & CO INC NEW(MRK)271,888295,607+23,71928,61935,5580.28%+6,939
TARGA RES CORP(TRGP)17,03739,813+22,7763,1439,9830.08%+6,840
OCCIDENTAL PETROLEUM(OXY)279,691279,691011,50018,1800.14%+6,680
INTUITIVE SURGICAL INC27,93448,214+20,28015,82122,2260.17%+6,405
COSTCO WHOLESALE CORP(COST)46,74546,745040,31046,5770.36%+6,267
CASEY'S GENERAL STORES INC(CASY)11,23317,079+5,8466,20812,4310.10%+6,223
NRG ENERGY INC(NRG)238,243301,843+63,60037,93744,1110.34%+6,174
EOG RESOURCES INC(EOG)44,02073,479+29,4594,62210,6230.08%+6,001
VODAFONE GROUP PLC(VOD)0370,290+370,29005,5620.04%+5,562
ALTRIA GROUP INC(MO)657,035657,035037,88543,3580.34%+5,473
PHILLIPS 66(PSX)32,30151,960+19,6594,1689,4660.07%+5,298
KLA-TENCOR CORP(KLAC)48,83843,675-5,16359,34264,3070.50%+4,965
UNITED THERAPEUTICS CORP(UTHR)30,86433,624+2,76015,03919,9370.15%+4,898
CORNING INC(GLW)138,458124,345-14,11312,12316,9070.13%+4,784
KB FINANCIAL GROUP INC(KB)347,200347,200029,87334,6260.27%+4,753
BANK NEW YORK MELLON CORP305,774338,774+33,00035,49740,1890.31%+4,692
ITAU UNIBANCO HLDG SA(ITUB)3,837,0983,837,098027,47332,1550.25%+4,682
ZTO EXPRESS CAYMAN INC(ZTO)1,077,2501,077,250022,50427,1140.21%+4,610
HUDBAY MINERALS INC(HBM)0220,340+220,34004,6050.04%+4,605
KINROSS GOLD CORP(KGC)0149,760+149,76004,5710.04%+4,571
BANCO BILBAO VIZCAYA ARGENTI(BBVA)0206,440+206,44004,4710.03%+4,471
GILDAN ACTIVEWEAR INC(GIL)079,590+79,59004,4290.03%+4,429
TAIWAN SEMICONDUCTOR ADR(TSM)129,780129,780039,43943,8590.34%+4,420
DICKS SPORTING GOODS INC(DKS)148,382170,141+21,75929,37533,7380.26%+4,363
MEDLINE INC(MDLN)65,900157,200+91,3002,7686,9950.05%+4,227
SANDISK CORP(SNDK)12,02111,021-1,0002,8537,0020.05%+4,149
MURPHY USA INC(MUSA)5,41612,506+7,0902,1856,1770.05%+3,992
NEW LINDE PLC(LIN)57,51457,514024,52328,5140.22%+3,991
THE ENSIGN GROUP INC(ENSG)86,87594,753+7,87815,13219,0920.15%+3,960
LAM RESEARCH CORP(LRCX)100,72198,921-1,80017,24221,1360.16%+3,894
RBC BEARINGS INC COMMON STOC(RBC)9,74615,186+5,4404,3708,2480.06%+3,878
CARNIVAL CORP81,566245,446+163,8802,4916,3510.05%+3,860
WAL-MART STORES INC(WMT)591,723560,476-31,24765,92469,6550.54%+3,731
DEXCOM INC(DXCM)239,205311,905+72,70015,87619,5880.15%+3,712
GE VERNOVA INC(GEV)30,81727,214-3,60320,14023,7560.18%+3,616
HUNTINGTON INGALLS INDS INC(HII)88,98288,982030,26033,8040.26%+3,544
MEDTRONIC INC(MDT)596,959701,959+105,00057,34560,8260.47%+3,481
BBB FOODS INC(TBBB)43,630138,530+94,9001,4564,9000.04%+3,444
CONOCOPHILLIPS(COP)100,96997,469-3,5009,45212,8660.10%+3,414
MODERNA INC(MRNA)172,822167,322-5,5005,0978,5000.07%+3,403
CISCO SYSTEM INC(CSCO)856,906894,093+37,18766,00769,3720.54%+3,365
NEXTERA ENERGY INC(NEE)261,362261,362020,98224,2760.19%+3,294
BRISTOL MYERS SQUIBB CO(BMY)484,912484,912026,15629,4100.23%+3,254
CUMMINS INC(CMI)101,461102,267+80651,79155,0220.43%+3,231
AMGEN INC(AMGN)126,248126,248041,32244,4200.34%+3,098
NOVARTIS AG(NVS)274,950267,950-7,00037,90840,9300.32%+3,022
DIAMONDBACK ENERGY INC(FANG)40,32945,277+4,9486,0638,9560.07%+2,893
QXO INC(QXO)0143,735+143,73502,7920.02%+2,792
MITSUBISHI UFJ FINANCIAL JA(MUFG)2,506,3102,506,310039,75042,5320.33%+2,782
WESTERN DIGITAL CORP(WDC)27,10027,10004,6697,3300.06%+2,661
TEREX CORP(TEX)22,67565,308+42,6331,2103,8600.03%+2,650
ITT INC(ITT)52,06461,224+9,1609,03411,6650.09%+2,631
SEMPRA ENERGY(SRE)287,757287,757025,40627,9610.22%+2,555
BURLINGTON STORES INC(BURL)69,57369,573020,09622,6380.18%+2,542
SK TELECOM CO LTD ADR(SKM)221,300239,810+18,5104,5437,0240.05%+2,481
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