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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 23 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DRI DARDEN RESTAURANTS INC Consumer Cyclical 26,821.0 $5.3M 0.03% -234.0 -0.9% $196.04 +0.6%
442 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 173,868.0 $5.2M 0.03% -13K -6.9% $30.12 +13.9%
443 ARES ARES MANAGEMENT CORPORATION Financial Services 47,988.0 $5.2M 0.03% $109.10 +11.9%
444 RGLD ROYAL GOLD INC Basic Materials 20,300.0 $5.2M 0.03% $254.49 -12.3%
445 LH LABCORP HOLDINGS INC Healthcare 19,311.0 $5.2M 0.03% $266.81 -3.5%
446 CHD CHURCH & DWIGHT CO INC Consumer Defensive 55,136.0 $5.1M 0.03% -720.0 -1.3% $93.32 +3.0%
447 VLTO VERALTO CORP Industrials 57,839.0 $5.1M 0.03% $88.42 -2.5%
448 USFD US FOODS HLDG CORP Consumer Defensive 55,258.0 $5.1M 0.03% -531.0 -0.9% $92.21 -12.0%
449 CHURCHILL CAP CORP XI 500,000.0 $5.1M 0.03% NEW $10.16
450 WSM WILLIAMS SONOMA INC Consumer Cyclical 27,809.0 $5.1M 0.03% -520.0 -1.8% $182.33 -1.1%
451 BURL BURLINGTON STORES INC Consumer Cyclical 15,579.0 $5.1M 0.03% $325.38 -4.7%
452 STE STERIS PLC Healthcare 22,846.0 $5.1M 0.03% $221.13 -2.3%
453 EFX EQUIFAX INC Industrials 28,046.0 $5.1M 0.03% -424.0 -1.5% $180.07 -8.4%
454 NU NU HLDGS LTD Financial Services 351,245.0 $5.0M 0.03% +13K +3.9% $14.37 -11.0%
455 DGX QUEST DIAGNOSTICS INC Healthcare 25,624.0 $5.0M 0.03% -252.0 -1.0% $195.98 -1.1%
456 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 54,633.0 $5.0M 0.03% -2K -4.1% $90.67 +2.9%
457 ATI ATI INC Industrials 34,041.0 $5.0M 0.03% $145.46 +5.7%
458 MTZ MASTEC INC Industrials 15,368.0 $4.9M 0.03% $321.74 +19.4%
459 FSLR FIRST SOLAR INC Energy 24,997.0 $4.9M 0.03% $197.26 +20.6%
460 ALB ALBEMARLE CORP Basic Materials 27,452.0 $4.9M 0.03% $179.53 -5.2%
Page 23 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%