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Texas Permanent School Fund

SEC CIK
0001223779
Latest filing
Jul 23, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 27, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
1,507
0 vs. Q1 2021
Portfolio value
$8.60B
+$517.5M (+6.4%) vs. Q1 2021
Filed
Jul 27, 2021
SEC
Holdings of Texas Permanent School Fund in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock2,605,962$356.9M4.2%−29,139−1.1%ReducedHistory
MSFTMicrosoft CorpStock1,251,213$339.0M3.9%−8,196−0.7%ReducedHistory
AMZNAmazon Com IncStock71,215$245.0M2.8%−258−0.4%ReducedHistory
METAMeta Platforms, Inc.Stock398,053$138.4M1.6%−3,612−0.9%ReducedHistory
GOOGLAlphabet Inc.Stock49,963$122.0M1.4%−255−0.5%ReducedHistory
GOOGAlphabet Inc.Stock47,305$118.6M1.4%−827−1.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock314,873$87.5M1.0%−3,511−1.1%ReducedHistory
TSLATesla, Inc.Stock128,030$87.0M1.0%−193−0.2%ReducedHistory
NVDANVIDIA CorpStock103,498$82.8M1.0%−310.0%ReducedHistory
JPMJPMorgan Chase & CoStock502,894$78.2M0.9%−6,651−1.3%ReducedHistory
JNJJohnson & JohnsonStock437,484$72.1M0.8%−1,457−0.3%ReducedHistory
VVisa Inc.Stock281,058$65.7M0.8%−2,161−0.8%ReducedHistory
UNHUnitedHealth Group IncStock156,776$62.8M0.7%−1,075−0.7%ReducedHistory
PYPLPayPal Holdings, Inc.Stock195,156$56.9M0.7%−409−0.2%ReducedHistory
HDHome Depot, Inc.Stock176,638$56.3M0.7%−3,134−1.7%ReducedHistory
PGProcter & Gamble CoStock406,723$54.9M0.6%−4,465−1.1%ReducedHistory
MAMastercard IncStock145,327$53.1M0.6%−1,080−0.7%ReducedHistory
DISWalt Disney CoStock301,845$53.1M0.6%−1,270−0.4%ReducedHistory
BACBank of America CorpStock1,252,779$51.7M0.6%−15,813−1.2%ReducedHistory
ADBEAdobe Inc.Stock79,410$46.5M0.5%−629−0.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM703,314$44.4M0.5%−3,600−0.5%ReducedHistory
CMCSAComcast CorpStock761,676$43.4M0.5%−1,631−0.2%ReducedHistory
NFLXNetflix IncStock73,662$38.9M0.5%−294−0.4%ReducedHistory
VZVerizon Communications IncStock687,785$38.5M0.4%−3,210−0.5%ReducedHistory
INTCIntel CorpStock670,829$37.7M0.4%−7,617−1.1%ReducedHistory
CRMSalesforce, Inc.Stock153,827$37.6M0.4%+590+0.4%AddedHistory
CSCOCisco Systems, Inc.Stock700,102$37.1M0.4%−4,858−0.7%ReducedHistory
PFEPfizer IncStock929,939$36.4M0.4%−1,421−0.2%ReducedHistory
KOCoca Cola CoStock644,666$34.9M0.4%−2,951−0.5%ReducedHistory
ABTAbbott LaboratoriesStock295,186$34.2M0.4%−631−0.2%ReducedHistory
TAT&T Inc.Stock1,186,161$34.1M0.4%−4,711−0.4%ReducedHistory
PEPPepsiCo IncStock229,529$34.0M0.4%−840−0.4%ReducedHistory
CVXChevron CorpStock321,087$33.6M0.4%−583−0.2%ReducedHistory
ABBVAbbVie Inc.Stock293,418$33.1M0.4%−1,448−0.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock65,293$32.9M0.4%−464−0.7%ReducedHistory
NKENIKE, Inc.Stock211,807$32.7M0.4%−507−0.2%ReducedHistory
MRKMerck & Co., Inc.Stock420,648$32.7M0.4%−1,869−0.4%ReducedHistory
AVGOBroadcom Inc.Stock67,831$32.3M0.4%−335−0.5%ReducedHistory
WMTWalmart Inc.Stock228,104$32.2M0.4%−3,391−1.5%ReducedHistory
ACNAccenture plcStock105,599$31.1M0.4%−308−0.3%ReducedHistory
WFCWells Fargo & CompanyStock686,706$31.1M0.4%−3,613−0.5%ReducedHistory
LLYEli Lilly & CoStock132,237$30.4M0.4%−596−0.4%ReducedHistory
TXNTexas Instruments IncStock153,424$29.5M0.3%−239−0.2%ReducedHistory
COSTCostco Wholesale CorpStock73,440$29.1M0.3%−475−0.6%ReducedHistory
MCDMcDonalds CorpStock123,961$28.6M0.3%−536−0.4%ReducedHistory
DHRDanaher CorpStock105,462$28.3M0.3%−381−0.4%ReducedHistory
MDTMedtronic plcStock223,510$27.7M0.3%−1,593−0.7%ReducedHistory
QCOMQualcomm IncStock187,394$26.8M0.3%−2,298−1.2%ReducedHistory
PMPhilip Morris International Inc.Stock258,918$25.7M0.3%−1,125−0.4%ReducedHistory
HONHoneywell International IncCOM115,386$25.3M0.3%−751−0.6%ReducedHistory
UPSUnited Parcel Service IncStock120,164$25.0M0.3%+190.0%AddedHistory
LINLinde PLCSHS86,422$25.0M0.3%−882−1.0%ReducedHistory
BMYBristol Myers Squibb CoStock371,120$24.8M0.3%−2,998−0.8%ReducedHistory
CCitigroup IncStock343,397$24.3M0.3%−5,146−1.5%ReducedHistory
UNPUnion Pacific CorpStock110,360$24.3M0.3%−1,490−1.3%ReducedHistory
NEENextera Energy IncStock325,853$23.9M0.3%−1,410−0.4%ReducedHistory
ORCLOracle CorpStock301,794$23.5M0.3%−7,914−2.6%ReducedHistory
AMGNAmgen IncStock95,450$23.3M0.3%−993−1.0%ReducedHistory
LOWLowes Companies IncStock117,435$22.8M0.3%−4,628−3.8%ReducedHistory
MSMorgan StanleyStock247,285$22.7M0.3%−3,302−1.3%ReducedHistory
INTUIntuit Inc.Stock45,396$22.3M0.3%−331−0.7%ReducedHistory
SBUXStarbucks CorpStock195,750$21.9M0.3%−837−0.4%ReducedHistory
BABoeing CoStock91,325$21.9M0.3%−285−0.3%ReducedHistory
IBMInternational Business Machines CorpStock148,440$21.8M0.3%−774−0.5%ReducedHistory
AMATApplied Materials IncStock152,450$21.7M0.3%−782−0.5%ReducedHistory
RTXRTX CorpStock251,700$21.5M0.2%−2,024−0.8%ReducedHistory
GSGoldman Sachs Group IncStock56,520$21.5M0.2%−934−1.6%ReducedHistory
BLKBlackRock, Inc.COM23,565$20.6M0.2%−138−0.6%ReducedHistory
AMTAmerican Tower CorpREIT75,538$20.4M0.2%+1,334+1.8%AddedHistory
TGTTarget CorpStock82,188$19.9M0.2%−1,449−1.7%ReducedHistory
CATCaterpillar IncStock91,003$19.8M0.2%−53−0.1%ReducedHistory
GEGeneral Electric CoCOM1,458,387$19.6M0.2%−5,697−0.4%ReducedHistory
MMM3M CoStock96,301$19.1M0.2%−398−0.4%ReducedHistory
AMDAdvanced Micro Devices IncStock201,850$19.0M0.2%−499−0.2%ReducedHistory
DEDeere & CoStock51,823$18.3M0.2%−516−1.0%ReducedHistory
CVSCVS Health CorpStock218,720$18.3M0.2%−252−0.1%ReducedHistory
SCHWSchwab Charles CorpStock249,169$18.1M0.2%−724−0.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW19,672$18.1M0.2%+15+0.1%AddedHistory
NOWServiceNow, Inc.Stock32,802$18.0M0.2%+56+0.2%AddedHistory
AXPAmerican Express CoStock108,096$17.9M0.2%−864−0.8%ReducedHistory
CHTRCharter Communications, Inc.CL A22,880$16.5M0.2%−736−3.1%ReducedHistory
SPGIS&P Global Inc.Stock40,020$16.4M0.2%−173−0.4%ReducedHistory
MUMicron Technology IncStock186,300$15.8M0.2%−498−0.3%ReducedHistory
ELVElevance Health, Inc.Stock40,675$15.5M0.2%−220−0.5%ReducedHistory
LRCXLam Research CorpCOM23,693$15.4M0.2%−170−0.7%ReducedHistory
LMTLockheed Martin CorpStock40,632$15.4M0.2%−529−1.3%ReducedHistory
BKNGBooking Holdings Inc.Stock6,820$14.9M0.2%−20−0.3%ReducedHistory
ZTSZoetis Inc.Stock78,873$14.7M0.2%−472−0.6%ReducedHistory
PLDPrologis, Inc.REIT122,891$14.7M0.2%−585−0.5%ReducedHistory
MOAltria Group, Inc.Stock307,445$14.7M0.2%−2,922−0.9%ReducedHistory
FISFidelity National Information Services, Inc.Stock103,021$14.6M0.2%−696−0.7%ReducedHistory
MDLZMondelez International, Inc.Stock233,363$14.6M0.2%−2,434−1.0%ReducedHistory
iShares Core S&P 500 ETF464287200ETF33,540$14.4M0.2%+33,540New–
GILDGilead Sciences, Inc.Stock208,355$14.3M0.2%−1,474−0.7%ReducedHistory
SYKStryker CorpStock54,452$14.1M0.2%−201−0.4%ReducedHistory
TMUST-Mobile US, Inc.Stock97,364$14.1M0.2%−182−0.2%ReducedHistory
ADPAutomatic Data Processing IncStock70,691$14.0M0.2%−767−1.1%ReducedHistory
CCICrown Castle Inc.REIT71,799$14.0M0.2%−223−0.3%ReducedHistory
COPConocoPhillipsStock224,178$13.7M0.2%−2,037−0.9%ReducedHistory
CICigna GroupStock57,007$13.5M0.2%−1,745−3.0%ReducedHistory

Sold out since Q1 2021 (19)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Texas Permanent School Fund sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
SPYSPDR S&P 500 ETF TrustETF24,407$9.67M0.1%History
TCF Finl Corp872307103COM114,010$5.30M0.1%–
Corelogic Inc21871D103COM54,651$4.33M0.1%–
Grubhub Inc400110102COM69,671$4.18M0.1%–
Perspecta Inc715347100COM102,285$2.97M<0.1%–
Varian Med Sys Inc92220P105COM15,336$2.71M<0.1%–
Cantel Med Corp138098108COM28,103$2.24M<0.1%–
Cooper Tire & Rubr Co216831107COM37,681$2.11M<0.1%–
Cubic Corp229669106COM23,722$1.77M<0.1%–
Nic Inc62914B100COM50,199$1.70M<0.1%–
Glu Mobile Inc379890106COM112,323$1.40M<0.1%–
Flir Sys Inc302445101COM21,915$1.24M<0.1%–
Waddell & Reed Finl Inc930059100CL A46,453$1.16M<0.1%–
Michaels Cos Inc59408Q106COM52,916$1.16M<0.1%–
Cardtronics PLCG1991C105SHS CL A26,994$1.05M<0.1%–
MTS Sys Corp553777103COM14,550$847.0K<0.1%–
Aegion Corp00770F104COM22,866$657.0K<0.1%–
Seacor Holdings Inc811904101COM14,307$583.0K<0.1%–
LCILannett Co IncCOM25,448$134.0K<0.1%History