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Portfolio (Quarterly) Guide ↗

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

· CIK 0001083190
13F Portfolio $20.6B AUM 1,759 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 160 New 162 Added 1279 Reduced 156 Exited
Page 22 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NVR NVR INC Consumer Cyclical 596.0 $4.1M 0.02% -55.0 -8.4% $6813.40 -5.8%
422 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 24,072.0 $4.1M 0.02% -1K -4.3% $168.53 -7.7%
423 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 104,665.0 $4.1M 0.02% -7K -6.0% $38.73 +57.3%
424 TME TENCENT MUSIC ENTMT GROUP Communication Services 481,435.0 $4.0M 0.02% -129K -21.1% $8.35 +8.0%
425 LII LENNOX INTL INC Industrials 6,995.0 $4.0M 0.02% -440.0 -5.9% $572.95 -26.8%
426 CDW CDW CORP Technology 28,217.0 $4.0M 0.02% -2K -7.0% $140.64 -2.4%
427 SITM SITIME CORP Technology 5,308.0 $4.0M 0.02% -227.0 -4.1% $745.56 -17.0%
428 SOMNIGROUP INTERNATIONAL INC 50,356.0 $3.9M 0.02% -2K -4.2% $78.40
429 ANNALY CAPITAL MANAGEMENT IN 175,428.0 $3.9M 0.02% -5K -2.5% $22.36
430 SLAB SILICON LABORATORIES INC Technology 17,896.0 $3.9M 0.02% -361.0 -2.0% $218.56 +0.2%
431 APG API GROUP CORP Industrials 92,306.0 $3.9M 0.02% -4K -4.0% $42.35 +0.4%
432 RGLD ROYAL GOLD INC Basic Materials 19,505.0 $3.9M 0.02% -795.0 -3.9% $199.61 +24.3%
433 THC TENET HEALTHCARE CORP Healthcare 20,621.0 $3.9M 0.02% -1K -6.3% $187.08 +43.5%
434 ROIV ROIVANT SCIENCES LTD Healthcare 107,945.0 $3.8M 0.02% -5K -4.5% $35.39 +5.7%
435 GNRC GENERAC HLDGS INC Industrials 13,003.0 $3.8M 0.02% -665.0 -4.9% $292.81 -28.0%
436 RRX REGAL REXNORD CORPORATION Industrials 15,937.0 $3.8M 0.02% -700.0 -4.2% $238.19 -28.8%
437 AKAM AKAMAI TECHNOLOGIES INC Technology 32,112.0 $3.8M 0.02% -1K -4.2% $118.21 -4.5%
438 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 50,178.0 $3.8M 0.02% -45K -47.2% $74.81 +6.7%
439 TOL TOLL BROTHERS INC Consumer Cyclical 22,673.0 $3.7M 0.02% -1K -4.5% $164.75 -9.8%
440 GPN GLOBAL PMTS INC Industrials 51,356.0 $3.7M 0.02% -4K -7.4% $72.56 +26.4%
Page 22 of 64  ·  1,279 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 30.4%
Utilities 11.0%
Financial Services 10.0%
Industrials 9.4%
Consumer Cyclical 8.1%
Communication Services 7.7%
Real Estate 7.5%
Healthcare 7.3%
Energy 4.0%
Consumer Defensive 3.1%