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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 7 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KASPI KZ JSC 84,971.0 $6.3M 0.03% -5K -6.0% $74.07
122 NTRS NORTHERN TR CORP Financial Services 43,406.0 $6.1M 0.03% -584.0 -1.3% $139.57 +17.4%
123 DVN DEVON ENERGY CORP NEW Energy 119,486.0 $6.0M 0.03% -26K -18.1% $50.32 -1.6%
124 CFG CITIZENS FINL GROUP INC Financial Services 98,997.0 $5.9M 0.03% -904.0 -0.9% $59.97 +2.0%
125 AWR AMER STATES WTR CO Utilities 78,505.0 $5.9M 0.03% -1K -1.4% $75.62 +0.4%
126 AVA AVISTA CORP Utilities 144,237.0 $5.8M 0.03% -8K -5.5% $40.14 +2.6%
127 ON ON SEMICONDUCTOR CORP Technology 91,784.0 $5.7M 0.03% -2K -1.9% $61.92 +82.7%
128 TME TENCENT MUSIC ENTMT GROUP Communication Services 610,581.0 $5.7M 0.03% -448K -42.3% $9.28 -8.7%
129 DXCM DEXCOM INC Healthcare 89,652.0 $5.6M 0.03% -1K -1.2% $62.80 -1.9%
130 PDD PDD HOLDINGS INC Consumer Cyclical 54,660.0 $5.6M 0.03% -3K -6.0% $102.18 -6.2%
131 OMC OMNICOM GROUP INC Communication Services 73,285.0 $5.5M 0.03% -912.0 -1.2% $75.31 -5.9%
132 SYF SYNCHRONY FINANCIAL Financial Services 80,970.0 $5.5M 0.03% -3K -3.4% $68.02 +4.9%
133 ULTA ULTA BEAUTY INC Consumer Cyclical 10,334.0 $5.4M 0.03% -96.0 -0.9% $522.71 -5.4%
134 RF REGIONS FINANCIAL CORP NEW Financial Services 202,194.0 $5.3M 0.03% -2K -0.9% $26.12 +2.1%
135 PHM PULTE GROUP INC Consumer Cyclical 44,758.0 $5.3M 0.03% -581.0 -1.3% $117.61 -6.4%
136 DRI DARDEN RESTAURANTS INC Consumer Cyclical 26,821.0 $5.3M 0.03% -234.0 -0.9% $196.04 -0.1%
137 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 173,868.0 $5.2M 0.03% -13K -6.9% $30.12 +13.8%
138 CHD CHURCH & DWIGHT CO INC Consumer Defensive 55,136.0 $5.1M 0.03% -720.0 -1.3% $93.32 +3.7%
139 USFD US FOODS HLDG CORP Consumer Defensive 55,258.0 $5.1M 0.03% -531.0 -0.9% $92.21 -10.7%
140 WSM WILLIAMS SONOMA INC Consumer Cyclical 27,809.0 $5.1M 0.03% -520.0 -1.8% $182.33 -7.5%
Page 7 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%