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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 13 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AZO AUTOZONE INC Consumer Cyclical 3,859.0 $13.0M 0.07% $3377.78 -0.9%
242 AJG GALLAGHER ARTHUR J & CO Financial Services 59,861.0 $13.0M 0.07% $216.58 -6.1%
243 TGT TARGET CORP Consumer Defensive 105,478.0 $12.8M 0.07% $121.20 +1.8%
244 HOOD ROBINHOOD MKTS INC Financial Services 184,102.0 $12.8M 0.07% +1K +0.7% $69.30 +11.3%
245 CIEN CIENA CORP Technology 32,811.0 $12.7M 0.07% -2K -7.0% $388.23 +39.6%
246 ALL ALLSTATE CORP Financial Services 60,565.0 $12.6M 0.06% $207.34 +8.3%
247 ABNB AIRBNB INC Consumer Cyclical 98,668.0 $12.5M 0.06% $126.28 +3.9%
248 FAST FASTENAL CO Industrials 267,460.0 $12.4M 0.06% $46.40 -5.2%
249 MPWR MONOLITHIC PWR SYS INC Technology 11,346.0 $12.4M 0.06% +203.0 +1.8% $1093.35 +35.9%
250 PBR PETROLEO BRASILEIRO S A Energy 586,761.0 $12.2M 0.06% NEW $20.75 -0.2%
251 APOS APOLLO GLOBAL MGMT INC Financial Services 108,164.0 $12.1M 0.06% $111.42 -76.8%
252 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 166,140.0 $12.0M 0.06% $72.46 +22.2%
253 FORTINET INC 147,243.0 $12.0M 0.06% $81.72
254 AFL AFLAC INC Financial Services 108,743.0 $11.9M 0.06% -978.0 -0.9% $109.71 +7.9%
255 FN FABRINET Technology 22,822.0 $11.9M 0.06% -224.0 -1.0% $521.52 +34.3%
256 ADSK AUTODESK INC Technology 49,384.0 $11.8M 0.06% $239.40 +2.0%
257 LITE LUMENTUM HLDGS INC Technology 16,632.0 $11.7M 0.06% -1K -6.3% $702.76 +25.9%
258 ZTS ZOETIS INC Healthcare 98,332.0 $11.6M 0.06% -4K -4.1% $118.21 -34.3%
259 CAH CARDINAL HEALTH INC Healthcare 54,815.0 $11.6M 0.06% -451.0 -0.8% $211.31 -5.2%
260 NXPI NXP SEMICONDUCTORS N V Technology 58,626.0 $11.5M 0.06% $196.86 +48.2%
Page 13 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%