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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 31 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 APA APA CORPORATION Energy 82,618.0 $3.5M 0.02% $42.44 -9.7%
602 ALUB ALUSSA ENERGY ACQUISIT CORP Financial Services 349,998.0 $3.5M 0.02% NEW $9.98 +0.3%
603 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 350,000.0 $3.5M 0.02% -50K -12.5% $9.97 +0.8%
604 AER AERCAP HOLDINGS NV Industrials 25,385.0 $3.5M 0.02% -3K -11.6% $137.18 +1.7%
605 J JACOBS SOLUTIONS INC Industrials 27,358.0 $3.5M 0.02% -447.0 -1.6% $127.28 -10.4%
606 HII HUNTINGTON INGALLS INDS INC Industrials 9,141.0 $3.5M 0.02% $379.90 -16.4%
607 LAFAYETTE DIGITAL ACQUISITIO 350,000.0 $3.5M 0.02% NEW $9.86
608 LII LENNOX INTL INC Industrials 7,435.0 $3.5M 0.02% $464.13 +3.5%
609 APTIV PLC 49,558.0 $3.4M 0.02% -703.0 -1.4% $69.44
610 PODD INSULET CORP Healthcare 16,387.0 $3.4M 0.02% $209.84 -25.4%
611 LECO LINCOLN ELEC HLDGS INC Industrials 13,787.0 $3.4M 0.02% $249.08 +4.4%
612 TYL TYLER TECHNOLOGIES INC Technology 10,023.0 $3.4M 0.02% $342.38 -7.3%
613 DTM DT MIDSTREAM INC Energy 25,475.0 $3.4M 0.02% $134.67 +10.8%
614 GPC GENUINE PARTS CO Consumer Cyclical 32,405.0 $3.4M 0.02% $105.75 -7.7%
615 CSL CARLISLE COS INC Industrials 10,220.0 $3.4M 0.02% -212.0 -2.0% $333.62 -0.4%
616 BNTX BIONTECH SE Healthcare 38,319.0 $3.4M 0.02% -3K -8.1% $88.88 +2.3%
617 NYT NEW YORK TIMES CO MTN BE Communication Services 40,482.0 $3.4M 0.02% $83.73 -11.3%
618 MAC MACERICH CO Real Estate 179,281.0 $3.4M 0.02% +33K +22.9% $18.90 +18.4%
619 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 39,362.0 $3.4M 0.02% $85.66 +10.5%
620 SBRA SABRA HEALTH CARE REIT INC Real Estate 175,317.0 $3.4M 0.02% +36K +25.6% $19.23 +9.5%
Page 31 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%