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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 11 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OGE OGE ENERGY CORP Utilities 331,579.0 $16.1M 0.08% -143K -30.1% $48.66 -2.7%
202 CI THE CIGNA GROUP Healthcare 58,428.0 $16.1M 0.08% -3K -4.8% $275.68 -0.1%
203 VSAT VIASAT INC Technology 179,238.0 $16.1M 0.08% -18K -8.9% $89.81 -9.4%
204 INTU INTUIT Technology 61,082.0 $15.9M 0.08% -4K -5.8% $261.00 +28.6%
205 HONEYWELL INTL INC 70,434.0 $15.8M 0.08% NEW $223.90
206 URI UNITED RENTALS INC Industrials 13,837.0 $15.7M 0.08% -838.0 -5.7% $1132.89 +2.8%
207 AON AON PLC Financial Services 47,173.0 $15.6M 0.08% -3K -5.6% $331.69 +4.7%
208 ITW ILLINOIS TOOL WKS INC Industrials 57,826.0 $15.6M 0.08% -3K -5.3% $270.47 +6.2%
209 ECL ECOLAB INC Basic Materials 55,946.0 $15.6M 0.08% -3K -5.8% $278.61 -1.0%
210 MAA MID-AMER APT CMNTYS INC Real Estate 112,061.0 $15.6M 0.08% +32K +39.8% $138.94 -5.6%
211 DOC HEALTHPEAK PROPERTIES INC Real Estate 727,076.0 $15.6M 0.08% +238K +48.7% $21.40 -3.8%
212 TRV TRAVELERS COMPANIES INC Financial Services 46,968.0 $15.5M 0.07% -3K -6.8% $330.12 +10.4%
213 HONEYWELL AEROSPACE INC 69,978.0 $15.5M 0.07% NEW $221.08
214 DASH DOORDASH INC Communication Services 83,585.0 $15.4M 0.07% -3K -4.0% $184.53 +15.3%
215 FIX COMFORT SYS USA INC Industrials 7,762.0 $15.4M 0.07% -436.0 -5.3% $1981.95 -5.1%
216 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 124,906.0 $15.4M 0.07% -7K -5.6% $123.11 +25.3%
217 SLB SLB LIMITED Energy 330,218.0 $15.4M 0.07% -18K -5.2% $46.49 +15.9%
218 HST HOST HOTELS & RESORTS INC Real Estate 647,444.0 $15.4M 0.07% +187K +40.5% $23.71 -3.8%
219 GM GENERAL MTRS CO Consumer Cyclical 199,153.0 $15.4M 0.07% -11K -5.4% $77.08 +9.5%
220 CIEN CIENA CORP Technology 31,231.0 $15.3M 0.07% -2K -4.8% $490.56 -9.3%
Page 11 of 88  ·  1,759 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%