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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 60 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 SAM BOSTON BEER INC Consumer Defensive 1,790.0 $317K 0.00% -137.0 -7.1% $177.03 +0.9%
1182 ENR ENERGIZER HLDGS INC Industrials 14,451.0 $310K 0.00% -618.0 -4.1% $21.44 +4.2%
1183 TWO HARBORS INVENTMENT CORPO 24,910.0 $309K 0.00% -1K -3.9% $12.41
1184 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 5,910.0 $308K 0.00% -253.0 -4.1% $52.17 -14.8%
1185 BKE BUCKLE INC Consumer Cyclical 7,233.0 $305K 0.00% -215.0 -2.9% $42.20 +2.2%
1186 LNN LINDSAY CORP Industrials 2,465.0 $305K 0.00% -120.0 -4.6% $123.80 -9.7%
1187 DCH DAUCH CORP Industrials 56,288.0 $305K 0.00% -2K -3.5% $5.42 +19.7%
1188 AESI ATLAS ENERGY SOLUTIONS INC Energy 18,364.0 $305K 0.00% -645.0 -3.4% $16.61 -23.8%
1189 REX REX AMERICAN RES CORP Basic Materials 6,717.0 $303K 0.00% -288.0 -4.1% $45.15 -2.3%
1190 LPG DORIAN LPG LTD Energy 8,717.0 $303K 0.00% -374.0 -4.1% $34.78 +40.2%
1191 ACT ENACT HLDGS INC Financial Services 6,621.0 $303K 0.00% -521.0 -7.3% $45.71 +9.5%
1192 SLVM SYLVAMO CORP Basic Materials 7,915.0 $299K 0.00% -269.0 -3.3% $37.80 -2.3%
1193 GIII G III APPAREL GROUP LTD Consumer Cyclical 8,804.0 $297K 0.00% -377.0 -4.1% $33.71 +0.0%
1194 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 10,927.0 $293K 0.00% -626.0 -5.4% $26.86 +5.9%
1195 HFWA HERITAGE FINL CORP WASH Financial Services 9,774.0 $290K 0.00% -396.0 -3.9% $29.62 -0.6%
1196 PPC PILGRIMS PRIDE CORP Consumer Defensive 10,253.0 $288K 0.00% -460.0 -4.3% $28.11 +1.4%
1197 PZZA PAPA JOHNS INTL INC Consumer Cyclical 7,802.0 $287K 0.00% -307.0 -3.8% $36.77 -36.5%
1198 UAA UNDER ARMOUR INC Consumer Cyclical 44,779.0 $286K 0.00% -2K -4.1% $6.39 -20.7%
1199 SCL STEPAN CO Basic Materials 5,117.0 $285K 0.00% -197.0 -3.7% $55.72 +13.8%
1200 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 15,866.0 $285K 0.00% -700.0 -4.2% $17.96 -2.3%
Page 60 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%