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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 22 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XPO XPO INC Industrials 29,352.0 $5.7M 0.03% $194.55 +5.7%
422 ON ON SEMICONDUCTOR CORP Technology 91,784.0 $5.7M 0.03% -2K -1.9% $61.92 +73.7%
423 TME TENCENT MUSIC ENTMT GROUP Communication Services 610,581.0 $5.7M 0.03% -448K -42.3% $9.28 -2.6%
424 FIS FIDELITY NATL INFORMATION SV Technology 120,630.0 $5.7M 0.03% $46.91 -9.4%
425 DXCM DEXCOM INC Healthcare 89,652.0 $5.6M 0.03% -1K -1.2% $62.80 +6.7%
426 Q QNITY ELECTRONICS INC Technology 48,793.0 $5.6M 0.03% $115.38 +28.7%
427 LYV LIVE NATION ENTERTAINMENT IN Communication Services 36,782.0 $5.6M 0.03% $152.51 +5.2%
428 NNN NNN REIT INC Real Estate 133,462.0 $5.6M 0.03% +25K +22.6% $42.03 +7.1%
429 PPG PPG INDS INC Basic Materials 52,272.0 $5.6M 0.03% $106.88 -5.1%
430 PDD PDD HOLDINGS INC Consumer Cyclical 54,660.0 $5.6M 0.03% -3K -6.0% $102.18 -4.5%
431 TSCO TRACTOR SUPPLY CO Consumer Cyclical 123,088.0 $5.6M 0.03% $45.30 -31.8%
432 BXP BXP INC Real Estate 106,364.0 $5.5M 0.03% +20K +23.6% $51.90 +12.8%
433 OMC OMNICOM GROUP INC Communication Services 73,285.0 $5.5M 0.03% -912.0 -1.2% $75.31 -6.0%
434 SYF SYNCHRONY FINANCIAL Financial Services 80,970.0 $5.5M 0.03% -3K -3.4% $68.02 +1.5%
435 ULTA ULTA BEAUTY INC Consumer Cyclical 10,334.0 $5.4M 0.03% -96.0 -0.9% $522.71 -8.0%
436 REXR REXFORD INDL RLTY INC Real Estate 163,677.0 $5.4M 0.03% +29K +21.8% $32.73 +7.4%
437 WWD WOODWARD INC Industrials 14,937.0 $5.3M 0.03% $357.92 -2.6%
438 FR FIRST INDL RLTY TR INC Real Estate 91,396.0 $5.3M 0.03% +16K +21.7% $57.85 +7.0%
439 RF REGIONS FINANCIAL CORP NEW Financial Services 202,194.0 $5.3M 0.03% -2K -0.9% $26.12 +3.2%
440 PHM PULTE GROUP INC Consumer Cyclical 44,758.0 $5.3M 0.03% -581.0 -1.3% $117.61 -5.2%
Page 22 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%