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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 12 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CGNX COGNEX CORP Technology 41,519.0 $2.0M 0.01% -421.0 -1.0% $48.99 +30.2%
222 ATR APTARGROUP INC Healthcare 16,131.0 $2.0M 0.01% -290.0 -1.8% $126.02 -8.5%
223 COLB COLUMBIA BKG SYS INC Financial Services 74,019.0 $2.0M 0.01% -833.0 -1.1% $27.43 +6.0%
224 R RYDER SYS INC Industrials 9,879.0 $2.0M 0.01% -225.0 -2.2% $204.71 +12.5%
225 MANH MANHATTAN ASSOCIATES INC Technology 14,995.0 $2.0M 0.01% -84.0 -0.6% $133.12 -1.2%
226 AM ANTERO MIDSTREAM CORP Energy 82,973.0 $1.9M 0.01% -456.0 -0.6% $22.80 -3.5%
227 FDS FACTSET RESH SYS INC Financial Services 8,642.0 $1.9M 0.01% -70.0 -0.8% $216.99 +0.5%
228 CHKP CHECK POINT SOFTWARE TECH LT Technology 13,021.0 $1.9M 0.01% -6K -32.1% $142.85 -13.1%
229 ARW ARROW ELECTRS INC Technology 12,800.0 $1.8M 0.01% -90.0 -0.7% $143.41 +47.1%
230 ALV AUTOLIV INC Consumer Cyclical 17,220.0 $1.8M 0.01% -269.0 -1.5% $105.16 +8.6%
231 HQY HEALTHEQUITY INC Healthcare 21,406.0 $1.8M 0.01% -154.0 -0.7% $83.57 -0.8%
232 INGR INGREDION INC Consumer Defensive 15,785.0 $1.8M 0.01% -113.0 -0.7% $112.66 -8.4%
233 FOX FOX CORP Communication Services 32,976.0 $1.8M 0.01% -2K -4.5% $53.10 +9.5%
234 AGCO AGCO CORP Industrials 15,057.0 $1.7M 0.01% -442.0 -2.9% $115.87 -1.9%
235 EPAM EPAM SYS INC Technology 12,868.0 $1.7M 0.01% -7K -36.1% $135.40 -31.9%
236 AOS SMITH A O CORP Industrials 26,189.0 $1.7M 0.01% -182.0 -0.7% $65.94 -15.0%
237 NOV NOV INC Energy 90,301.0 $1.7M 0.01% -975.0 -1.1% $18.81 +8.1%
238 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 44,695.0 $1.7M 0.01% -3K -6.3% $37.01 -0.5%
239 VOYA VOYA FINANCIAL INC Financial Services 23,552.0 $1.6M 0.01% -262.0 -1.1% $68.32 +19.5%
240 JHG JANUS HENDERSON GROUP PLC Financial Services 30,884.0 $1.6M 0.01% -107K -77.6% $51.37 +0.8%
Page 12 of 20  ·  395 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%