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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FRO FRONTLINE PLC Energy 15,620.0 $545K 0.00% NEW $34.86 +6.7%
62 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 41,980.0 $522K 0.00% NEW $12.43 -4.0%
63 COCO VITA COCO CO INC Consumer Defensive 10,844.0 $520K 0.00% NEW $47.91 +59.5%
64 JANUS LIVING INC 20,216.0 $476K 0.00% NEW $23.57
65 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 200,000.0 $474K 0.00% NEW $2.37 +0.8%
66 NWAX NEW AMER ACQUISITION I CORP Financial Services 44,890.0 $449K 0.00% NEW $10.01 +0.8%
67 SSRM SSR MINING IN Basic Materials 14,470.0 $425K 0.00% NEW $29.40 +16.5%
68 INFINITE EAGLE ACQUISITION C 40,000.0 $406K 0.00% NEW $10.15
69 INFLECTION PT ACQUISIT CORP 39,630.0 $401K 0.00% NEW $10.12
70 ICHR ICHOR HOLDINGS Technology 8,515.0 $397K 0.00% NEW $46.61 +59.9%
71 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 8,820.0 $347K 0.00% NEW $39.39 -4.7%
72 WINA WINMARK CORP Consumer Cyclical 731.0 $313K 0.00% NEW $427.55 -15.4%
73 MBIN MERCHANTS BANCORP IND Financial Services 7,263.0 $312K 0.00% NEW $42.91 +5.0%
74 AFBI AFFINITY BANCSHARES INC Financial Services 13,099.0 $292K 0.00% NEW $22.26 +0.9%
75 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 5,100.0 $282K 0.00% NEW $55.31 -34.6%
76 CYD CHINA YUCHAI INTL LTD Industrials 7,317.0 $282K 0.00% NEW $38.50 +32.5%
77 HFWA HERITAGE FINL CORP WASH Financial Services 10,170.0 $264K 0.00% NEW $26.00 +1.8%
78 TALK TALKSPACE INC Healthcare 50,000.0 $259K 0.00% NEW $5.17 +0.3%
79 CVI CVR ENERGY INC Energy 7,458.0 $251K 0.00% NEW $33.65 -1.6%
80 GLPG GALAPAGOS NV Healthcare 8,273.0 $248K 0.00% NEW $30.00 -8.3%
Page 4 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%