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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 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KARBON CAP PARTNERS CORP 350,000.0 $3.5M 0.02% NEW $10.06
22 ALUB ALUSSA ENERGY ACQUISIT CORP Financial Services 349,998.0 $3.5M 0.02% NEW $9.98 +0.3%
23 LAFAYETTE DIGITAL ACQUISITIO 350,000.0 $3.5M 0.02% NEW $9.86
24 PINNACLE FINL PARTNERS INC 37,719.0 $3.2M 0.02% NEW $86.14
25 SPACE ASSET ACQUISITION CORP 300,000.0 $3.1M 0.02% NEW $10.19
26 HENNESSY CAP INVTS CORP VIII 300,000.0 $3.0M 0.01% NEW $10.00
27 GENERAL PURP ACQUISITION COR 300,000.0 $3.0M 0.01% NEW $9.91
28 BLRK BLUEROCK ACQUISITION CORP Financial Services 300,000.0 $3.0M 0.01% NEW $9.90 +0.6%
29 NATH NATHANS FAMOUS INC Consumer Cyclical 24,200.0 $2.4M 0.01% NEW $100.73 +0.2%
30 SAC SAFEGUARD ACQUISITION CORP Financial Services 200,000.0 $2.0M 0.01% NEW $9.98 +1.7%
31 MOUNTAIN LAKE ACQUISIT CORP 200,000.0 $2.0M 0.01% NEW $9.94
32 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 198,220.0 $2.0M 0.01% NEW $10.02 +3.3%
33 IRHO IRON HORSE ACQUISIT II CORP Financial Services 200,000.0 $2.0M 0.01% NEW $9.86 +1.3%
34 AGX ARGAN INC Industrials 3,431.0 $1.9M 0.01% NEW $544.65 +32.6%
35 BROS DUTCH BROS INC Consumer Cyclical 31,828.0 $1.6M 0.01% NEW $50.66 +0.7%
36 VSNT VERSANT MEDIA GROUP INC Industrials 35,951.0 $1.3M 0.01% NEW $37.02 +20.0%
37 VSEC VSE CORP Industrials 7,121.0 $1.3M 0.01% NEW $184.40 -2.9%
38 LYFT LYFT INC Technology 98,450.0 $1.3M 0.01% NEW $13.30 -1.9%
39 RITM RITHM CAPITAL CORP Real Estate 137,466.0 $1.3M 0.01% NEW $9.48 -1.9%
40 PIPR PIPER SANDLER COMPANIES Financial Services 16,716.0 $1.3M 0.01% NEW $76.55 +5.2%
Page 2 of 6  ·  117 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%