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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 24 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CRS CARPENTER TECHNOLOGY CORP Industrials 12,480.0 $4.9M 0.03% $394.15 +11.2%
462 STZ CONSTELLATION BRANDS INC Consumer Defensive 32,715.0 $4.9M 0.03% $150.00 +0.8%
463 HUM HUMANA INC Healthcare 28,091.0 $4.9M 0.03% $173.39 +75.1%
464 SMURFIT WESTROCK PLC 121,690.0 $4.8M 0.03% $39.85
465 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 59,982.0 $4.8M 0.03% $80.56 -13.0%
466 NWN NORTHWEST NAT HLDG CO Utilities 90,648.0 $4.8M 0.03% +13K +17.4% $53.22 -6.4%
467 CWT CALIFORNIA WTR SVC GROUP Utilities 105,960.0 $4.8M 0.02% -6K -5.5% $45.34 -4.7%
468 STAG STAG INDUSTRIAL INC Real Estate 132,741.0 $4.8M 0.02% +25K +22.9% $36.06 +6.2%
469 NVT NVENT ELEC PLC Industrials 40,429.0 $4.8M 0.02% $118.28 +38.3%
470 TWLO TWILIO INC Communication Services 37,987.0 $4.8M 0.02% $125.82 +50.5%
471 VRSN VERISIGN INC Technology 19,225.0 $4.8M 0.02% -181.0 -0.9% $248.36 +22.0%
472 CORPAY INC 16,296.0 $4.7M 0.02% $290.99
473 NTAP NETAPP INC Technology 46,137.0 $4.7M 0.02% -295.0 -0.6% $102.39 +21.1%
474 ILMN ILLUMINA INC Healthcare 38,310.0 $4.7M 0.02% $123.26 +17.5%
475 DLTR DOLLAR TREE INC Consumer Defensive 43,079.0 $4.7M 0.02% -1K -2.4% $109.51 -12.6%
476 CF CF INDUSTRIES HOLD Basic Materials 36,333.0 $4.7M 0.02% $129.84 -6.3%
477 BWXT BWX TECHNOLOGIES INC Industrials 22,907.0 $4.7M 0.02% $204.49 -1.0%
478 PSTG EVERPURE INC Technology 78,590.0 $4.6M 0.02% +463.0 +0.6% $59.04 +41.9%
479 LEIDOS HOLDINGS INC 29,783.0 $4.6M 0.02% $155.52
480 GIS GENERAL MILLS INC Consumer Defensive 124,294.0 $4.6M 0.02% $37.22 -10.1%
Page 24 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%