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Holdings (Monthly) Guide ↗

Penn Series Mid Core Value Fund

· Penn Series Funds Inc
Monthly Holdings $65M AUM 128 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Zimmer Biomet Holdings Inc ZBH Mar 2026 17,300 $1.6M 2.42% EC
2 Baker Hughes Company BKR Mar 2026 22,940 $1.4M 2.16% EC
3 Henry Schein, Inc. HSIC Mar 2026 16,915 $1.2M 1.93% EC
4 COMMERCE BANCSHARES INC (MO) CBSH Mar 2026 23,951 $1.2M 1.82% EC
5 Evergy Inc EVRG Mar 2026 14,318 $1.2M 1.81% EC
6 Marsh & McLennan Companies, Inc. MRSH Mar 2026 6,540 $1.1M 1.75% EC
7 Labcorp Holdings Inc LH Mar 2026 4,188 $1.1M 1.73% EC
8 Xcel Energy Inc XEL Mar 2026 13,911 $1.1M 1.71% EC
9 Packaging Corporation of America PKG Mar 2026 5,044 $1.1M 1.65% EC
10 L3 Harris Technologies Inc LHX Mar 2026 3,097 $1.1M 1.65% EC
11 BlackRock Liquidity Funds TFDXX Mar 2026 1,067,130 $1.1M 1.65% STIV
12 Reinsurance Group of America, Incorporated RGA Mar 2026 5,220 $1.1M 1.65% EC
13 Bunzl PLC BNZL Mar 2026 34,314 $1.0M 1.60% EC
14 CSX Corporation CSX Mar 2026 23,889 $981K 1.51% EC
15 ONE Gas, Inc. OGS Mar 2026 11,247 $969K 1.50% EC
16 Becton, Dickinson and Company BDX Mar 2026 5,965 $938K 1.45% EC
17 Enterprise Products Partners L.P. EPD Mar 2026 24,759 $937K 1.45% EC
18 Realty Income Corporation O Mar 2026 14,973 $916K 1.42% EC
19 MSC Industrial Direct Co Inc. MSM Mar 2026 9,726 $897K 1.39% EC
20 Northern Trust Corporation NTRS Mar 2026 6,415 $895K 1.38% EC
21 WILLIS TOWERS WATSON PLC WTW Mar 2026 3,078 $895K 1.38% EC
22 GE Healthcare Technologies Inc. GEHC Mar 2026 12,364 $880K 1.36% EC
23 Equity Residential EQR Mar 2026 14,765 $873K 1.35% EC
24 Prosperity Bancshares Inc PB Mar 2026 12,867 $864K 1.34% EC
25 Diamondback Energy Inc FANG Mar 2026 4,062 $803K 1.24% EC
26 Kenvue Inc. KVUE Mar 2026 45,754 $789K 1.22% EC
27 U.S. Bancorp. USB Mar 2026 14,945 $777K 1.20% EC
28 Kimberly-Clark Corporation KMB Mar 2026 7,992 $771K 1.19% EC
29 Truist Financial Corp. TFC Mar 2026 16,315 $750K 1.16% EC
30 F5 Inc FFIV Mar 2026 2,478 $717K 1.11% EC
31 Teradyne Inc. TER Mar 2026 2,399 $711K 1.10% EC
32 Phillips 66 PSX Mar 2026 3,785 $690K 1.07% EC
33 Koninklijke Ahold Delhaize NV AD Mar 2026 14,647 $682K 1.05% EC
34 The Allstate Corporation ALL Mar 2026 3,204 $664K 1.03% EC
35 Eversource Energy ES Mar 2026 9,468 $656K 1.01% EC
36 Quest Diagnostics Incorporated DGX Mar 2026 3,297 $646K 1.00% EC
37 Norfolk Southern Corporation NSC Mar 2026 2,241 $643K 0.99% EC
38 Infineon Technologies AG IFX Mar 2026 14,098 $640K 0.99% EC
39 Universal Health Services, Inc. UHS Mar 2026 3,559 $637K 0.98% EC
40 Medtronic PLC MDT Mar 2026 7,348 $637K 0.98% EC
41 Duke Energy Corp DUK Mar 2026 4,840 $634K 0.98% EC
42 NorthWestern Energy Group Inc NWE Mar 2026 9,598 $633K 0.98% EC
43 AMDOCS LTD DOX Mar 2026 8,816 $575K 0.89% EC
44 PULTEGROUP INC PHM Mar 2026 4,867 $572K 0.88% EC
45 Cognizant Technology Solutions Corp. CTSH Mar 2026 9,113 $559K 0.86% EC
46 Smith(Ao)Corp AOS Mar 2026 8,449 $557K 0.86% EC
47 Spire Inc SR Mar 2026 6,122 $554K 0.86% EC
48 American Tower Corporation AMT Mar 2026 3,133 $541K 0.84% EC
49 PPL Corporation PPL Mar 2026 14,147 $540K 0.83% EC
50 Akamai Technologies, Inc. AKAM Mar 2026 4,675 $537K 0.83% EC
51 Ventas Inc. VTR Mar 2026 6,458 $528K 0.82% EC
52 IQVIA Holdings Inc. IQV Mar 2026 3,096 $528K 0.82% EC
53 Reliance Inc RS Mar 2026 1,671 $508K 0.78% EC
54 Public Storage PSA Mar 2026 1,849 $501K 0.77% EC
55 Cummins Inc. CMI Mar 2026 914 $492K 0.76% EC
56 Envista Holdings Corporation NVST Mar 2026 19,238 $488K 0.75% EC
57 Healthpeak Properties Inc DOC Mar 2026 29,582 $486K 0.75% EC
58 Amrize Ltd. AMRZ Mar 2026 8,652 $485K 0.75% EC
59 PPG Industries, Inc. PPG Mar 2026 4,466 $477K 0.74% EC
60 Ameriprise Financial, Inc. AMP Mar 2026 1,074 $477K 0.74% EC
61 SLB LTD SLB Mar 2026 9,277 $477K 0.74% EC
62 The Timken Company TKR Mar 2026 4,638 $466K 0.72% EC
63 Sensata Technologies Holding PLC ST Mar 2026 12,819 $451K 0.70% EC
64 Coterra Energy Inc CTRA Mar 2026 12,719 $447K 0.69% EC
65 Heineken N.V. HEIA Mar 2026 5,702 $439K 0.68% EC
66 NXP Semiconductors NV NXPI Mar 2026 2,202 $433K 0.67% EC
67 First Hawaiian Inc. FHB Mar 2026 17,424 $429K 0.66% EC
68 HP Inc HPQ Mar 2026 22,177 $426K 0.66% EC
69 Price T Rowe Group Inc. TROW Mar 2026 4,697 $423K 0.65% EC
70 Owens Corning OC Mar 2026 3,908 $423K 0.65% EC
71 Daikin Industries Ltd. 6367 Mar 2026 3,500 $420K 0.65% EC
72 CDW Corp CDW Mar 2026 3,302 $400K 0.62% EC
73 Oshkosh Corporation OSK Mar 2026 2,656 $391K 0.60% EC
74 Mondelez International Inc. MDLZ Mar 2026 6,702 $386K 0.60% EC
75 EQT Corporation EQT Mar 2026 5,771 $367K 0.57% EC
76 Masco Corporation MAS Mar 2026 5,916 $357K 0.55% EC
77 Westamerica Bancorp WABC Mar 2026 6,802 $355K 0.55% EC
78 Sysco Corporation SYY Mar 2026 4,916 $351K 0.54% EC
79 Gentex Corp GNTX Mar 2026 16,018 $350K 0.54% EC
80 Ralliant Corp. RAL-W Mar 2026 8,358 $348K 0.54% EC
81 BorgWarner Inc. BWA Mar 2026 6,375 $346K 0.53% EC
82 Oneok Inc. OKE Mar 2026 3,732 $337K 0.52% EC
83 Sunbelt Rentals Holdings Inc. SUNB Mar 2026 5,213 $333K 0.51% EC
84 Southwest Airlines Co. LUV Mar 2026 8,847 $332K 0.51% EC
85 Fortive Corporation FTV Mar 2026 5,994 $331K 0.51% EC
86 Waters Corporation WAT Mar 2026 1,078 $321K 0.50% EC
87 Paccar Inc PCAR Mar 2026 2,681 $310K 0.48% EC
88 Mohawk Industries, Inc. MHK Mar 2026 3,103 $306K 0.47% EC
89 Compagnie Generale des Etablissements Michelin ML Mar 2026 8,890 $305K 0.47% EC
90 Publicis Groupe SA PUB Mar 2026 3,661 $303K 0.47% EC
91 Pernod Ricard SA RI Mar 2026 4,014 $298K 0.46% EC
92 The Toro Company TTC Mar 2026 3,153 $295K 0.46% EC
93 Sodexo S.A. SW Mar 2026 5,447 $280K 0.43% EC
94 Henkel AG & Co. KGaA HEN3 Mar 2026 3,605 $278K 0.43% EP
95 Vici Properties Inc VICI Mar 2026 10,116 $276K 0.43% EC
96 Raymond James Financial Inc. RJF Mar 2026 1,890 $274K 0.42% EC
97 Caretrust Reit Inc CTRE Mar 2026 7,459 $273K 0.42% EC
98 The Hanover Insurance Group, Inc. THG Mar 2026 1,516 $263K 0.41% EC
99 Agree Realty Corp ADC Mar 2026 3,449 $260K 0.40% EC
100 Vontier Corporation VNT Mar 2026 7,186 $255K 0.39% EC
101 Cencora Inc COR Mar 2026 808 $254K 0.39% EC
102 Hexcel Corporation HXL Mar 2026 3,103 $251K 0.39% EC
103 Regency Centers Corp. REG Mar 2026 3,185 $241K 0.37% EC
104 TE Connectivity PLC TEL Mar 2026 1,140 $238K 0.37% EC
105 Target Corp. TGT Mar 2026 1,939 $235K 0.36% EC
106 Republic Services, Inc. RSG Mar 2026 1,046 $229K 0.35% EC
107 Stanley Black & Decker, Inc. SWK Mar 2026 3,211 $228K 0.35% EC
108 Idex Corporation IEX Mar 2026 1,138 $216K 0.33% EC
109 The Clorox Company CLX Mar 2026 2,014 $209K 0.32% EC
110 Essex Property Trust, Inc. ESS Mar 2026 831 $201K 0.31% EC
111 Iron Mountain Inc. IRM Mar 2026 1,962 $200K 0.31% EC
112 Dover Corporation DOV Mar 2026 871 $182K 0.28% EC
113 The Bank of New York Mellon Corp. BK Mar 2026 1,502 $178K 0.28% EC
114 Magnum Ice Cream Co. NV (The) MICC Mar 2026 9,387 $138K 0.21% EC
115 Colgate-Palmolive Co. CL Mar 2026 748 $64K 0.10% EC
116 Reckitt Benckiser Group PLC RKT Mar 2026 865 $58K 0.09% EC
117 ABM Industries Inc. ABM Mar 2026 1,176 $45K 0.07% EC
118 Bank of America, National Association N/A Mar 2026 1 $9K 0.01% DFE
119 GOLDMAN SACHS & CO. LLC N/A Mar 2026 1 $8K 0.01% DFE
120 Citibank, National Association N/A Mar 2026 1 $5K 0.01% DFE
121 UBS Securities LLC N/A Mar 2026 1 $4K 0.01% DFE
122 GOLDMAN SACHS & CO. LLC N/A Mar 2026 1 $4K 0.01% DFE
123 MORGAN STANLEY & CO. LLC N/A Mar 2026 1 $4K 0.01% DFE
124 MORGAN STANLEY & CO. LLC N/A Mar 2026 1 $614 0.00% DFE
125 Bank of America, National Association N/A Mar 2026 1 $166 0.00% DFE
126 Bank of America, National Association N/A Mar 2026 1 $109 0.00% DFE
127 Bank of America, National Association N/A Mar 2026 1 $-254 -0.00% DFE
128 J.P. MORGAN SECURITIES LLC N/A Mar 2026 1 $-1124 -0.00% DFE