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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 9 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LULU LULULEMON ATHLETICA INC Consumer Cyclical 24,866.0 $3.8M 0.02% -235.0 -0.9% $153.10 -22.2%
162 LAUNCH TWO ACQUISITION CORP. 350,000.0 $3.7M 0.02% -50K -12.5% $10.62
163 ALDF ALDEL FINL II INC Financial Services 350,000.0 $3.7M 0.02% -50K -12.5% $10.56 +0.7%
164 JBHT HUNT J B TRANS SVCS INC Industrials 17,408.0 $3.7M 0.02% -89.0 -0.5% $211.90 +23.7%
165 SATS ECHOSTAR CORP Technology 31,357.0 $3.7M 0.02% -2K -6.9% $117.07 +17.2%
166 SVCC STELLAR V CAP CORP Financial Services 350,000.0 $3.7M 0.02% -45K -11.4% $10.45 +1.0%
167 RITHM ACQUISITION CORP 350,000.0 $3.6M 0.02% -50K -12.5% $10.40
168 GESHER ACQUISITION CORP. II 350,000.0 $3.6M 0.02% -50K -12.5% $10.36
169 IPOD DUNE ACQUISITION CORP II Financial Services 350,000.0 $3.6M 0.02% -50K -12.5% $10.33 +0.3%
170 FIFTH ERA ACQUISITION CORP I 350,000.0 $3.6M 0.02% -50K -12.5% $10.32
171 NEW PROVIDENCE ACQUISITION C 350,000.0 $3.6M 0.02% -50K -12.5% $10.26
172 OYSTER ENTERPRISES II ACQUIS 350,000.0 $3.6M 0.02% -50K -12.5% $10.17
173 TXT TEXTRON INC Industrials 40,570.0 $3.6M 0.02% -421.0 -1.0% $87.56 +1.4%
174 AXIOM INTELLIGENCE AC CORP 1 350,000.0 $3.5M 0.02% -50K -12.5% $10.13
175 EQV VENTURES AC CORP. II 350,000.0 $3.5M 0.02% -250K -41.7% $10.09
176 HTO H2O AMERICA Utilities 60,104.0 $3.5M 0.02% -2K -3.9% $58.67 -5.8%
177 MCKINLEY ACQUISITION CORP 350,000.0 $3.5M 0.02% -50K -12.5% $10.03
178 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 350,000.0 $3.5M 0.02% -50K -12.5% $9.97 +0.6%
179 AER AERCAP HOLDINGS NV Industrials 25,385.0 $3.5M 0.02% -3K -11.6% $137.18 +1.9%
180 J JACOBS SOLUTIONS INC Industrials 27,358.0 $3.5M 0.02% -447.0 -1.6% $127.28 -13.2%
Page 9 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%