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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 4 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRSH MARSH & MCLENNAN COS INC Financial Services 112,773.0 $19.6M 0.10% -1K -1.0% $173.45 -7.7%
62 BK BANK NEW YORK MELLON CORP Financial Services 160,320.0 $19.0M 0.10% -2K -1.2% $118.63 +13.8%
63 MMM 3M CO Industrials 122,691.0 $17.8M 0.09% -875.0 -0.7% $145.23 -0.1%
64 SPOT SPOTIFY TECHNOLOGY S A Communication Services 36,274.0 $17.6M 0.09% -3K -6.7% $484.91 -10.8%
65 HCA HCA HEALTHCARE INC Healthcare 36,464.0 $17.3M 0.09% -691.0 -1.9% $473.24 -8.6%
66 MDLZ MONDELEZ INTL INC Consumer Defensive 298,597.0 $17.2M 0.09% -2K -0.5% $57.64 +5.8%
67 MPC MARATHON PETE CORP Energy 68,718.0 $16.8M 0.09% -1K -1.7% $244.18 +1.9%
68 MAR MARRIOTT INTL INC NEW Consumer Cyclical 51,232.0 $16.8M 0.09% -576.0 -1.1% $327.07 +8.1%
69 CI THE CIGNA GROUP Healthcare 61,372.0 $16.4M 0.08% -763.0 -1.2% $266.75 +6.9%
70 TXNM ENERGY INC 278,275.0 $16.3M 0.08% -10K -3.6% $58.46
71 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 53,412.0 $16.2M 0.08% -654.0 -1.2% $304.08 +4.1%
72 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 58,606.0 $16.1M 0.08% -388.0 -0.7% $275.18 -3.6%
73 ITW ILLINOIS TOOL WKS INC Industrials 61,092.0 $15.9M 0.08% -314.0 -0.5% $260.29 -3.7%
74 GM GENERAL MTRS CO Consumer Cyclical 210,573.0 $15.7M 0.08% -6K -3.0% $74.50 +4.4%
75 RYANAIR HOLDINGS PLC 268,071.0 $15.5M 0.08% -79K -22.7% $57.80
76 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 51,412.0 $15.1M 0.08% -282.0 -0.6% $292.75 +35.5%
77 TRV TRAVELERS COMPANIES INC Financial Services 50,371.0 $14.7M 0.07% -2K -2.9% $291.68 +2.3%
78 IDA IDACORP INC Utilities 96,646.0 $13.8M 0.07% -6K -5.5% $142.97 -0.5%
79 HDB HDFC BANK LTD Financial Services 552,724.0 $13.8M 0.07% -24K -4.2% $24.88 -0.2%
80 TFC TRUIST FINL CORP Financial Services 294,083.0 $13.5M 0.07% -3K -1.2% $45.97 +2.5%
Page 4 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%