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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 35 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MIDD MIDDLEBY CORP Industrials 9,958.0 $1.7M 0.01% -2K -14.2% $172.01 -34.6%
682 EAT BRINKER INTL INC Consumer Cyclical 10,170.0 $1.7M 0.01% -600.0 -5.6% $168.00 +38.8%
683 TTD THE TRADE DESK INC Technology 94,313.0 $1.7M 0.01% -8K -8.1% $18.08 -26.3%
684 ETSY INC 22,503.0 $1.7M 0.01% -2K -7.8% $75.33
685 JXN JACKSON FINANCIAL INC Financial Services 16,538.0 $1.7M 0.01% -975.0 -5.6% $102.39 +26.1%
686 EXP EAGLE MATLS INC Basic Materials 7,525.0 $1.7M 0.01% -350.0 -4.4% $225.00 -9.8%
687 AROC ARCHROCK INC Energy 41,561.0 $1.7M 0.01% -2K -4.2% $40.71 -20.7%
688 GTES GATES INDL CORP PLC Industrials 60,203.0 $1.7M 0.01% -3K -4.1% $27.97 -7.4%
689 LSTR LANDSTAR SYS INC Industrials 8,122.0 $1.7M 0.01% -412.0 -4.8% $206.81 -11.8%
690 FAF FIRST AMERN FINL CORP Financial Services 24,395.0 $1.7M 0.01% -1K -4.5% $68.59 +5.0%
691 VLYPN VALLEY NATL BANCORP Financial Services 114,088.0 $1.7M 0.01% -6K -4.9% $14.65 +75.5%
692 CMC COMMERCIAL METALS CO Basic Materials 26,547.0 $1.7M 0.01% -1K -4.5% $62.75 +4.0%
693 ST SENSATA TECHNOLOGIES HLDG PL Technology 34,817.0 $1.7M 0.01% -2K -4.6% $47.74 -12.2%
694 KLIC KULICKE & SOFFA INDS INC Technology 12,410.0 $1.7M 0.01% -530.0 -4.1% $133.76 -36.4%
695 CRBG COREBRIDGE FINL INC Financial Services 57,952.0 $1.7M 0.01% -6K -9.4% $28.63 +11.1%
696 GVA GRANITE CONSTR INC Industrials 10,374.0 $1.6M 0.01% -383.0 -3.6% $158.08 -22.2%
697 FNB F N B CORP Financial Services 85,218.0 $1.6M 0.01% -4K -4.8% $19.08 -2.9%
698 AWI ARMSTRONG WORLD INDS INC NEW Industrials 10,121.0 $1.6M 0.01% -544.0 -5.1% $160.42 +11.0%
699 AVTR AVANTOR INC Healthcare 163,453.0 $1.6M 0.01% -7K -4.3% $9.90 +43.9%
700 LEA LEAR CORP Consumer Cyclical 11,993.0 $1.6M 0.01% -717.0 -5.6% $134.06 -6.4%
Page 35 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%