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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 10 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXR EXTRA SPACE STORAGE INC Real Estate 145,233.0 $19.0M 0.10% +27K +22.8% $131.13 +8.4%
182 BK BANK NEW YORK MELLON CORP Financial Services 160,320.0 $19.0M 0.10% -2K -1.2% $118.63 +16.2%
183 USB US BANCORP Financial Services 362,094.0 $18.8M 0.10% $52.01 +4.6%
184 JCI JOHNSON CONTROLS INTERNATION Industrials 142,576.0 $18.7M 0.10% $130.95 +5.5%
185 EOG EOG RES INC Energy 126,394.0 $18.3M 0.09% $144.57 -2.2%
186 REGN REGENERON PHARMACEUTICALS Healthcare 23,481.0 $18.1M 0.09% $772.64 -16.8%
187 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 196,117.0 $18.1M 0.09% $92.31 +0.3%
188 IEFA ISHARES TR 199,410.0 $18.1M 0.09% $90.53 +6.7%
189 FDX FEDEX CORP Industrials 50,389.0 $17.9M 0.09% $356.18 +8.6%
190 SLB SLB LIMITED Energy 348,327.0 $17.9M 0.09% $51.39 +11.7%
191 MMM 3M CO Industrials 122,691.0 $17.8M 0.09% -875.0 -0.7% $145.23 +2.8%
192 SNPS SYNOPSYS INC Technology 44,566.0 $17.7M 0.09% +1K +3.1% $396.48 +23.8%
193 CDNS CADENCE DESIGN SYSTEM INC Technology 63,407.0 $17.6M 0.09% $277.87 +25.2%
194 SPOT SPOTIFY TECHNOLOGY S A Communication Services 36,274.0 $17.6M 0.09% -3K -6.7% $484.91 -10.8%
195 VLO VALERO ENERGY CORP Energy 71,050.0 $17.6M 0.09% $247.08 +3.3%
196 TLN TALEN ENERGY CORP Utilities 54,847.0 $17.5M 0.09% +43K +379.7% $319.23 +6.1%
197 CMI CUMMINS INC Industrials 32,185.0 $17.3M 0.09% $538.02 +24.2%
198 HCA HCA HEALTHCARE INC Healthcare 36,464.0 $17.3M 0.09% -691.0 -1.9% $473.24 -16.1%
199 SHW SHERWIN WILLIAMS CO Basic Materials 53,703.0 $17.2M 0.09% $320.55 -4.9%
200 MDLZ MONDELEZ INTL INC Consumer Defensive 298,597.0 $17.2M 0.09% -2K -0.5% $57.64 +6.9%
Page 10 of 88  ·  1,755 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%