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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 39 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SON SONOCO PRODS CO Consumer Cyclical 23,669.0 $1.3M 0.01% -1K -4.2% $56.35 +3.7%
762 TFX TELEFLEX INCORPORATED Healthcare 10,498.0 $1.3M 0.01% -431.0 -3.9% $126.76 +7.9%
763 AIR AAR CORP Industrials 9,302.0 $1.3M 0.01% -352.0 -3.6% $142.93 -5.6%
764 MTH MERITAGE HOMES CORP Consumer Cyclical 15,817.0 $1.3M 0.01% -703.0 -4.3% $83.85 -14.4%
765 LYFT LYFT INC Technology 90,036.0 $1.3M 0.01% -8K -8.6% $14.61 +18.0%
766 AX AXOS FINANCIAL INC Financial Services 13,489.0 $1.3M 0.01% -527.0 -3.8% $97.39 -1.5%
767 VFC V F CORP Consumer Cyclical 78,682.0 $1.3M 0.01% -4K -4.5% $16.68 -16.0%
768 BC BRUNSWICK CORP Consumer Cyclical 15,555.0 $1.3M 0.01% -740.0 -4.5% $84.24 -4.0%
769 VECO VEECO INSTRS INC DEL Technology 17,270.0 $1.3M 0.01% -438.0 -2.5% $75.80 -37.9%
770 MSM MSC INDL DIRECT INC Industrials 10,961.0 $1.3M 0.01% -504.0 -4.4% $118.95 -1.3%
771 RLI RLI CORP Financial Services 22,010.0 $1.3M 0.01% -1K -4.3% $59.07 +10.2%
772 FTDR FRONTDOOR INC Consumer Cyclical 16,655.0 $1.3M 0.01% -1K -6.6% $77.59 +5.3%
773 GNTX GENTEX CORP Consumer Cyclical 50,981.0 $1.3M 0.01% -4K -7.1% $25.27 -7.0%
774 BCPC BALCHEM CORP Basic Materials 7,619.0 $1.3M 0.01% -390.0 -4.9% $168.95 +7.1%
775 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 136,559.0 $1.3M 0.01% -6K -4.5% $9.39 +12.8%
776 HOMB HOME BANCSHARES INC Financial Services 44,843.0 $1.3M 0.01% -993.0 -2.2% $28.55 +6.4%
777 OZK BANK OZK LITTLE ROCK ARK Financial Services 24,567.0 $1.3M 0.01% -1K -5.5% $52.09 -5.3%
778 PRIM PRIMORIS SVCS CORP Industrials 12,866.0 $1.3M 0.01% -496.0 -3.7% $99.12 -20.5%
779 AVAV AEROVIRONMENT INC Industrials 7,720.0 $1.3M 0.01% -250.0 -3.1% $165.07 -4.1%
780 BIO BIO RAD LABS INC Healthcare 4,312.0 $1.3M 0.01% -244.0 -5.4% $293.61 +28.1%
Page 39 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%