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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 34 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 QRVO QORVO INC Technology 18,993.0 $1.8M 0.01% -2K -9.0% $93.27 +3.3%
662 PB PROSPERITY BANCSHARES INC Financial Services 24,145.0 $1.8M 0.01% -1K -4.6% $73.03 -0.6%
663 HIMS HIMS & HERS HEALTH INC Healthcare 50,736.0 $1.8M 0.01% -1K -2.8% $34.67 -8.1%
664 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 14,335.0 $1.8M 0.01% -197.0 -1.4% $122.58 +22.9%
665 NFG NATIONAL FUEL GAS CO Energy 22,752.0 $1.8M 0.01% -1K -4.4% $77.21 +8.7%
666 AXTA AXALTA COATING SYS LTD Basic Materials 51,237.0 $1.8M 0.01% -2K -4.2% $34.22 +3.7%
667 FLR FLUOR CORP Industrials 33,437.0 $1.8M 0.01% -7K -17.2% $52.39 -0.4%
668 IDCC INTERDIGITAL INC Technology 6,187.0 $1.8M 0.01% -249.0 -3.9% $283.13 +20.8%
669 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 28,870.0 $1.8M 0.01% -1K -4.5% $60.67 +25.9%
670 UHS UNIVERSAL HLTH SVCS INC Healthcare 11,770.0 $1.8M 0.01% -1K -8.5% $148.69 +16.3%
671 AVT AVNET INC Technology 19,637.0 $1.7M 0.01% -874.0 -4.3% $88.82 -2.2%
672 KEX KIRBY CORP Industrials 12,808.0 $1.7M 0.01% -772.0 -5.7% $135.97 +2.4%
673 HLI HOULIHAN LOKEY INC Financial Services 12,980.0 $1.7M 0.01% -639.0 -4.7% $134.13 -4.5%
674 RGEN REPLIGEN CORP Healthcare 12,694.0 $1.7M 0.01% -564.0 -4.2% $136.44 +32.1%
675 KNSL KINSALE CAP GROUP INC Financial Services 5,245.0 $1.7M 0.01% -292.0 -5.3% $329.81 +15.6%
676 LNTH LANTHEUS HLDGS INC Healthcare 15,587.0 $1.7M 0.01% -1K -6.2% $110.94 -9.6%
677 LUMN LUMEN TECHNOLOGIES INC Communication Services 224,776.0 $1.7M 0.01% -9K -3.7% $7.68 -21.7%
678 AGCO AGCO CORP Industrials 14,388.0 $1.7M 0.01% -669.0 -4.4% $119.70 -13.1%
679 TGTX TG THERAPEUTICS INC Healthcare 31,255.0 $1.7M 0.01% -2K -7.0% $54.94 -8.0%
680 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,264.0 $1.7M 0.01% -182.0 -4.1% $401.84 -0.8%
Page 34 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%