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Portfolio (Quarterly) Guide ↗

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

· CIK 0001083190
13F Portfolio $19.6B AUM 1,755 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New 241 Added 395 Reduced 81 Exited
Page 2 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SE SEA LTD Consumer Cyclical 351,580.0 $29.1M 0.15% +48K +15.9% $82.81 +6.7%
22 VTR VENTAS INC Real Estate 323,545.0 $26.5M 0.14% +61K +23.3% $81.78 +10.0%
23 NOW SERVICENOW INC Technology 243,658.0 $25.5M 0.13% +2K +1.0% $104.55 -13.4%
24 VST VISTRA CORP Utilities 166,691.0 $25.1M 0.13% +93K +125.0% $150.33 -5.6%
25 CRWD CROWDSTRIKE HLDGS INC Technology 58,724.0 $22.9M 0.12% +350.0 +0.6% $390.41 +48.5%
26 OGE OGE ENERGY CORP Utilities 474,363.0 $22.8M 0.12% +13K +2.7% $47.96 -0.9%
27 SANDISK CORP 34,383.0 $21.8M 0.11% +2K +6.2% $635.34
28 NRG NRG ENERGY INC Utilities 145,971.0 $21.3M 0.11% +101K +227.5% $146.14 -7.8%
29 IRM IRON MTN INC DEL Real Estate 202,316.0 $20.7M 0.10% +38K +22.8% $102.14 +25.1%
30 VICI VICI PPTYS INC Real Estate 734,691.0 $20.1M 0.10% +137K +22.9% $27.32 +2.0%
31 BX BLACKSTONE INC Financial Services 174,401.0 $20.1M 0.10% +3K +1.5% $114.99 +2.5%
32 PNC PNC FINL SVCS GROUP INC Financial Services 94,086.0 $19.6M 0.10% +3K +3.1% $208.09 +2.6%
33 INTR INTER & CO INC Financial Services 2,433,539.0 $19.4M 0.10% +171K +7.5% $7.96 -23.9%
34 EXR EXTRA SPACE STORAGE INC Real Estate 145,233.0 $19.0M 0.10% +27K +22.8% $131.13 +8.4%
35 SNPS SYNOPSYS INC Technology 44,566.0 $17.7M 0.09% +1K +3.1% $396.48 +28.6%
36 TLN TALEN ENERGY CORP Utilities 54,847.0 $17.5M 0.09% +43K +379.7% $319.23 +10.5%
37 TEL TE CONNECTIVITY PLC Technology 77,653.0 $16.2M 0.08% +6K +8.7% $209.02 -1.1%
38 AVB AVALONBAY CMNTYS INC Real Estate 97,648.0 $16.0M 0.08% +18K +23.0% $163.35 +10.7%
39 EQR EQUITY RESIDENTIAL Real Estate 252,303.0 $14.9M 0.08% +48K +23.4% $59.15 +9.9%
40 BBB FOODS INC 371,642.0 $13.1M 0.07% +145K +64.3% $35.37
Page 2 of 13  ·  241 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.0%
Utilities 13.4%
Financial Services 11.0%
Industrials 9.5%
Consumer Cyclical 8.2%
Communication Services 7.8%
Healthcare 7.3%
Real Estate 6.2%
Energy 5.8%
Consumer Defensive 4.0%