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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 3 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 262,179.0 $88.6M 0.45% $337.84 +129.7%
42 EXC EXELON CORP Utilities 1,796,401.0 $88.1M 0.45% -157K -8.0% $49.02 -9.4%
43 TRGP TARGA RES CORP Energy 340,948.0 $85.5M 0.44% -25K -6.9% $250.73 +6.7%
44 PLD PROLOGIS INC. Real Estate 638,325.0 $84.4M 0.43% +119K +22.9% $132.18 +7.9%
45 XEL XCEL ENERGY INC Utilities 1,050,096.0 $83.4M 0.42% -62K -5.5% $79.44 +0.7%
46 PCG PG&E CORP Utilities 4,554,193.0 $80.0M 0.41% -228K -4.8% $17.57 -4.3%
47 PG PROCTER & GAMBLE CO Consumer Defensive 541,359.0 $78.2M 0.40% $144.44 -1.2%
48 PLTR PALANTIR TECHNOLOGIES INC Technology 532,119.0 $77.8M 0.40% $146.28 -8.6%
49 AMD ADVANCED MICRO DEVICES INC Technology 379,791.0 $77.3M 0.39% $203.43 +108.5%
50 CAT CATERPILLAR INC Industrials 108,385.0 $76.8M 0.39% $708.46 +25.4%
51 HD HOME DEPOT INC Consumer Cyclical 231,897.0 $76.3M 0.39% $328.89 -7.5%
52 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 941,071.0 $76.2M 0.39% -43K -4.4% $80.95 -4.0%
53 BAC BANK AMERICA CORP Financial Services 1,545,684.0 $75.4M 0.38% -17K -1.1% $48.75 +2.1%
54 CCI CROWN CASTLE INC Real Estate 926,055.0 $75.3M 0.38% -26K -2.7% $81.31 +6.6%
55 EQIX EQUINIX INC Real Estate 74,890.0 $73.4M 0.37% +14K +22.1% $980.24 +10.1%
56 ED CONSOLIDATED EDISON INC Utilities 639,705.0 $72.4M 0.37% -37K -5.5% $113.18 -5.3%
57 CSCO CISCO SYS INC Technology 920,379.0 $71.4M 0.36% $77.59 +48.9%
58 MRK MERCK & CO INC Healthcare 578,169.0 $69.5M 0.35% $120.29 -5.7%
59 GE GE AEROSPACE Industrials 244,313.0 $69.3M 0.35% $283.77 +2.7%
60 KO COCA COLA CO Consumer Defensive 901,826.0 $68.6M 0.35% $76.05 +5.8%
Page 3 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%