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TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 714142

$14.7M

disclosed book value

1,681

positions

5%

largest position share

Positions, as of 2026-06-30

top 100 of 1,681 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORP3.7M$734,0005%
2AAPLAPPLE INC1.8M$520,2723.5%
3GOOGLALPHABET INC/CA1.2M$444,4023%
4MSFTMICROSOFT1.1M$407,7332.8%
5AMZNAMAZON.COM INC1.6M$392,6682.7%
6AVGOBROADCOM INC882,696$333,4382.3%
7MUMICRON TECHNOLOGY202,775$234,0621.6%
8METAMETA PLATFORMS INC366,423$206,4021.4%
9GOOGALPHABET INC/CA521,771$184,3571.3%
10AMDADVANCED MICRO DEVICES314,887$182,9211.2%
11LLYLILLY (ELI) & CO149,662$179,5091.2%
12JPMJP MORGAN CHASE & CO431,535$141,2561%
13KLACKLA-TENCOR CORP415,250$125,2850.9%
14TSLATESLA INC280,124$117,8200.8%
15CHUBB LIMITED299,597$102,0840.7%
16VVISA INC286,676$98,3560.7%
17QCOMQUALCOMM INC480,503$88,7910.6%
18CSCOCISCO SYSTEM INC742,453$87,2080.6%
19TEVATEVA PHARMACEUTICAL2.5M$84,0680.6%
20AMATAPPLIED MATERIALS INC114,610$82,8630.6%
21NXP SEMICONDUCTORS NV293,420$82,4590.6%
22ABBVABBVIE INC318,801$80,2230.5%
23PHPARKER HANNIFIN78,383$76,6670.5%
24MAMASTERCARD INC144,697$74,3170.5%
25MSMORGAN STANLEY346,119$72,3530.5%
26BRK/BBERKSHIRE HATHAWAY CL B143,766$71,9390.5%
27TSMTAIWAN SEMICONDUCTOR ADR143,900$68,7220.5%
28DELLDELL TECHNOLOGIES INC156,990$67,7350.5%
29URIUNITED RENTALS INC58,772$66,5830.5%
30CMICUMMINS INC92,768$66,1640.5%
31BACBANK OF AMERICA CORP1.1M$64,7540.4%
32WMTWAL-MART STORES INC563,759$63,8510.4%
33PMPHILIP MORRIS INTL INC337,888$61,1270.4%
34NFLXNETFLIX INC839,093$59,9110.4%
35SANBANCO SANTANDER CENTRAL ADR4.3M$58,7760.4%
36HCAHCA HOLDINGS INC150,482$58,6720.4%
37TOTALENERGIES SE725,500$56,4150.4%
38GILDGILEAD SCIENCES INC440,600$55,6650.4%
39INGING GROUP N V ADR1.8M$55,6380.4%
40JBLJABIL CIRCUIT INC142,274$54,8440.4%
41WFCWELLS FARGO & CO660,331$54,5700.4%
42SHELROYAL DUTCH SHELL PLC ADR681,430$52,8380.4%
43RIORIO TINTO ADR554,020$52,5930.4%
44VALEVALE SA3.5M$52,1990.4%
45FITBFIFTH THIRD BANCORP924,341$52,1040.4%
46INTCINTEL CORP371,695$51,9000.4%
47MEDTRONIC INC659,759$51,6130.4%
48CFGCITIZENS FINL GROUP INC726,754$50,9240.3%
49UNHUNITEDHEALTH GROUP INC122,360$50,8570.3%
50MUFGMITSUBISHI UFJ FINANCIAL JA2.5M$49,8500.3%
51BNYBANK NEW YORK MELLON CORP343,154$49,6230.3%
52MOALTRIA GROUP INC672,375$48,3780.3%
53JNJJOHNSON & JOHNSON189,024$48,0070.3%
54DELLDELL TECHNOLOGIES CL C111,100$47,9350.3%
55AERCAP HOLDINGS NV327,670$47,7680.3%
56IBMINTERNATIONAL BUSINESS MACHI167,476$47,0960.3%
57ORCLORACLE CORP320,631$46,9880.3%
58EXMOCEXXON MOBIL CORP341,899$46,7450.3%
59CCITIGROUP INC329,134$46,0660.3%
60TECHNIPFMC LTD692,800$45,9320.3%
61HDHOME DEPOT INC130,103$45,8850.3%
62BCSBARCLAYS PLC1.7M$45,3650.3%
63GEGENERAL ELECTRIC CO119,911$44,8140.3%
64FSLRFIRST SOLAR INC187,549$44,2540.3%
65AXPAMERICAN EXPRESS CO130,307$44,0770.3%
66TPRTAPESTRY INC300,689$44,0140.3%
67NWGNATWEST GROUP PLC2.5M$43,9000.3%
68NRGNRG ENERGY INC299,863$43,7980.3%
69COSTCOSTCO WHOLESALE CORP46,745$43,7290.3%
70IXORIX CORP1.1M$43,6310.3%
71KRKROGER CO782,469$43,4510.3%
72LRCXLAM RESEARCH CORP98,921$42,8650.3%
73BWABORGWARNER INC639,599$42,4690.3%
74VZVERIZON COMMUNICATIONS1.0M$42,4500.3%
75AMGNAMGEN INC112,278$40,6580.3%
76APHAMPHENOL CORP CL A224,011$39,4970.3%
77DKSDICKS SPORTING GOODS INC173,821$39,4250.3%
78CATCATERPILLAR INC36,669$39,0490.3%
79SNXSYNNEX CORP143,904$38,4710.3%
80GENNORTONLIFELOCK INC1.5M$38,0220.3%
81SPYSPIDER UNIT TRUST50,875$37,9920.3%
82MRKMERCK & CO INC NEW295,607$37,9850.3%
83EATON CORP PLC87,653$37,3510.3%
84MCKMCKESSON CORP48,409$36,5770.2%
85KBKB FINANCIAL GROUP INC347,200$36,4420.2%
86BTIBRITISH AMERICAN TOBACCO A589,730$36,4220.2%
87NTAPNETAPP INC232,233$35,9400.2%
88TXTTEXTRON INC391,769$35,9370.2%
89OKEONEOK INC411,177$35,7470.2%
90CCKCROWN HOLDINGS INC319,295$35,7040.2%
91BKNGBOOKING HLDGS INC197,400$35,1840.2%
92DASHDOORDASH INC189,630$34,9920.2%
93TXNTEXAS INSTRUMENTS INC117,347$34,9780.2%
94APTIV PLC569,448$34,9520.2%
95SNDKSANDISK CORP15,316$34,8250.2%
96GSGOLDMAN SACHS GROUP INC34,222$34,6110.2%
97CRH PLC322,240$34,4800.2%
98DVADAVITA INC149,717$33,3100.2%
99STTSTATE STREET CORP195,455$33,1500.2%
100VEOLIA ENVIRONNEMENT SA1.5M$31,7570.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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