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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 17 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HIG HARTFORD INSURANCE GROUP INC Financial Services 64,968.0 $8.8M 0.04% $135.23 +1.0%
322 NVMI NOVA LTD Technology 20,148.0 $8.7M 0.04% +1K +7.0% $434.28 +12.1%
323 GLPI GAMING & LEISURE P Real Estate 194,363.0 $8.6M 0.04% +35K +21.8% $44.37 +6.4%
324 DHI D R HORTON INC Consumer Cyclical 62,760.0 $8.6M 0.04% -942.0 -1.5% $137.22 +0.2%
325 CSGS CSG SYS INTL INC Technology 106,680.0 $8.5M 0.04% $79.94 +0.9%
326 LAUR LAUREATE ED INC Consumer Defensive 244,718.0 $8.5M 0.04% +33K +15.7% $34.84 -5.3%
327 SHOP SHOPIFY INC Technology 71,866.0 $8.5M 0.04% -3K -4.4% $118.62 -13.7%
328 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 135,927.0 $8.5M 0.04% +25K +22.1% $62.42 -0.5%
329 NWE NORTHWESTERN ENERGY GROUP IN Utilities 127,386.0 $8.4M 0.04% -5K -3.6% $65.94 +8.4%
330 VMC VULCAN MATLS CO Basic Materials 30,779.0 $8.4M 0.04% $272.30 -2.2%
331 ODFL OLD DOMINION FREIGHT LINE IN Industrials 42,863.0 $8.4M 0.04% $195.40 +4.5%
332 KDP KEURIG DR PEPPER INC Consumer Defensive 316,472.0 $8.3M 0.04% $26.33 +11.8%
333 MLM MARTIN MARIETTA MATLS INC Basic Materials 14,048.0 $8.3M 0.04% $588.68 -5.6%
334 STT STATE STR CORP Financial Services 65,009.0 $8.2M 0.04% $126.56 +21.5%
335 BKH BLACK HILLS CORP Utilities 117,547.0 $8.2M 0.04% -5K -4.1% $69.41 +5.6%
336 MCHP MICROCHIP TECHNOLOGY INC. Technology 126,053.0 $8.1M 0.04% $64.61 +43.6%
337 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 111,945.0 $8.1M 0.04% $72.69 +9.2%
338 DOC HEALTHPEAK PROPERTIES INC Real Estate 489,084.0 $8.0M 0.04% +101K +25.9% $16.43 +18.6%
339 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 40,547.0 $8.0M 0.04% $197.50 +22.6%
340 ACGL ARCH CAP GROUP LTD Financial Services 83,270.0 $8.0M 0.04% -723.0 -0.9% $95.99 +0.4%
Page 17 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%