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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 36 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ACM AECOM Industrials 32,394.0 $2.7M 0.01% -749.0 -2.3% $84.82 -17.3%
702 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 16,573.0 $2.7M 0.01% $165.14 +8.0%
703 FOXA FOX CORP Communication Services 46,750.0 $2.7M 0.01% -2K -3.5% $58.40 +10.0%
704 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 48,135.0 $2.7M 0.01% $56.49 -4.2%
705 COKE COCA COLA CONS INC Consumer Defensive 14,173.0 $2.7M 0.01% $191.74 -8.0%
706 SKT TANGER INC Real Estate 79,615.0 $2.7M 0.01% +15K +22.9% $33.98 +4.9%
707 MEDP MEDPACE HLDGS INC Healthcare 5,618.0 $2.7M 0.01% +49.0 +0.9% $480.19 -10.4%
708 PINS PINTEREST INC Communication Services 146,689.0 $2.7M 0.01% -2K -1.6% $18.34 +2.6%
709 CENTURION ACQUISITION CORP 250,000.0 $2.7M 0.01% -150K -37.5% $10.76
710 LIONHEART HOLDINGS 250,000.0 $2.7M 0.01% -150K -37.5% $10.76
711 RRC RANGE RES CORP Energy 59,365.0 $2.7M 0.01% $45.18 -6.9%
712 GNRC GENERAC HLDGS INC Industrials 13,668.0 $2.7M 0.01% $195.33 +26.9%
713 ARMK ARAMARK Industrials 65,855.0 $2.7M 0.01% $40.54 +27.4%
714 SMCI SUPER MICRO COMPUTER INC Technology 117,205.0 $2.7M 0.01% $22.77 +46.9%
715 ALGN ALIGN TECHNOLOGY INC Healthcare 15,544.0 $2.7M 0.01% $171.43 -4.9%
716 CUZ COUSINS PPTYS INC Real Estate 117,959.0 $2.7M 0.01% +21K +21.9% $22.57 +17.1%
717 JKHY HENRY JACK & ASSOC INC Technology 16,811.0 $2.7M 0.01% $158.04 -11.7%
718 OAKTREE ACQUISITION CORP III 250,000.0 $2.7M 0.01% $10.61
719 EPR EPR PPTYS Real Estate 53,000.0 $2.6M 0.01% +9K +21.8% $49.96 +17.5%
720 EQH EQUITABLE HLDGS INC Financial Services 70,982.0 $2.6M 0.01% -720.0 -1.0% $37.11 +14.6%
Page 36 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%