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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 19 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WABC WESTAMERICA BANCORPORATION Financial Services 6,089.0 $318K 0.00% -84.0 -1.4% $52.15 +3.1%
362 LNN LINDSAY CORP Industrials 2,585.0 $308K 0.00% -90.0 -3.4% $119.07 -11.5%
363 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 21,062.0 $302K 0.00% -2K -7.4% $14.35 -19.5%
364 TRIP TRIPADVISOR INC Consumer Cyclical 28,308.0 $302K 0.00% -635.0 -2.2% $10.66 -11.3%
365 CNXC CONCENTRIX CORP Technology 10,958.0 $300K 0.00% -103.0 -0.9% $27.36 -12.5%
366 JJSF J & J SNACK FOODS CORP Consumer Defensive 3,761.0 $298K 0.00% -95.0 -2.5% $79.27 -9.9%
367 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,996.0 $286K 0.00% -76.0 -2.5% $95.60 +23.4%
368 PRGS PROGRESS SOFTWARE CORP Technology 10,415.0 $267K 0.00% -208.0 -2.0% $25.65 +8.4%
369 TMP TOMPKINS FINL CORP Financial Services 3,122.0 $246K 0.00% -22.0 -0.7% $78.84 +4.1%
370 PCRX PACIRA BIOSCIENCES INC Healthcare 10,164.0 $230K 0.00% -487.0 -4.6% $22.60 +0.2%
371 CCOI COGENT COMM HOLDINGS INC Communication Services 11,738.0 $221K 0.00% -70K -85.6% $18.84 -8.6%
372 SBSI SOUTHSIDE BANCSHARES INC Financial Services 6,909.0 $215K 0.00% -88.0 -1.3% $31.09 +2.8%
373 CFFN CAPITOL FED FINL INC Financial Services 29,541.0 $211K 0.00% -570.0 -1.9% $7.13 +7.0%
374 CPF CENTRAL PAC FINL CORP Financial Services 6,522.0 $208K 0.00% -120.0 -1.8% $31.96 +5.3%
375 PENG PENGUIN SOLUTIONS INC Technology 11,828.0 $208K 0.00% -80.0 -0.7% $17.60 +166.0%
376 RWT REDWOOD TRUST INC Real Estate 30,778.0 $173K 0.00% -584.0 -1.9% $5.61 -7.7%
377 NAVI NAVIENT CORPORATION Financial Services 16,381.0 $134K 0.00% -275.0 -1.6% $8.18 -0.5%
378 FIFTH ERA ACQUISITION CORP I 296,828.0 $89K -85K -22.2% $0.30
379 DUNE ACQUISITION CORP II 292,380.0 $85K -8K -2.5% $0.29
380 EGH ACQUISITION CORP. 232,726.0 $71K -167K -41.8% $0.30
Page 19 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%