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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 11 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EMR EMERSON ELEC CO Industrials 130,914.0 $17.2M 0.09% $131.02 +0.9%
202 PSX PHILLIPS 66 Energy 93,858.0 $17.1M 0.09% $182.18 -1.3%
203 UPS UNITED PARCEL SVCS INC Industrials 172,142.0 $16.9M 0.09% $98.38 -2.9%
204 MPC MARATHON PETE CORP Energy 68,718.0 $16.8M 0.09% -1K -1.7% $244.18 +6.3%
205 MAR MARRIOTT INTL INC NEW Consumer Cyclical 51,232.0 $16.8M 0.09% -576.0 -1.1% $327.07 +9.8%
206 MSI MOTOROLA SOLUTIONS INC Technology 38,589.0 $16.7M 0.09% $433.97 -5.5%
207 CRH PLC 156,135.0 $16.4M 0.08% $105.12
208 CI THE CIGNA GROUP Healthcare 61,372.0 $16.4M 0.08% -763.0 -1.2% $266.75 +9.2%
209 ROST ROSS STORES INC Consumer Cyclical 75,344.0 $16.3M 0.08% $216.63 -2.6%
210 TXNM ENERGY INC 278,275.0 $16.3M 0.08% -10K -3.6% $58.46
211 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 53,412.0 $16.2M 0.08% -654.0 -1.2% $304.08 +4.6%
212 TEL TE CONNECTIVITY PLC Technology 77,653.0 $16.2M 0.08% +6K +8.7% $209.02 -4.1%
213 AON AON PLC Financial Services 49,966.0 $16.1M 0.08% $322.78 +0.3%
214 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 58,606.0 $16.1M 0.08% -388.0 -0.7% $275.18 -8.2%
215 CL COLGATE PALMOLIVE CO Consumer Defensive 187,767.0 $16.0M 0.08% $85.23 +5.6%
216 AVB AVALONBAY CMNTYS INC Real Estate 97,648.0 $16.0M 0.08% +18K +23.0% $163.35 +13.3%
217 ITW ILLINOIS TOOL WKS INC Industrials 61,092.0 $15.9M 0.08% -314.0 -0.5% $260.29 -4.2%
218 WBD WARNER BROS DISCOVERY INC Communication Services 577,325.0 $15.9M 0.08% $27.46 -1.7%
219 ECL ECOLAB INC Basic Materials 59,380.0 $15.8M 0.08% $266.02 -6.3%
220 GM GENERAL MTRS CO Consumer Cyclical 210,573.0 $15.7M 0.08% -6K -3.0% $74.50 -1.9%
Page 11 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%