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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 39 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CNM CORE & MAIN INC Industrials 47,305.0 $2.3M 0.01% -413.0 -0.9% $49.40 -4.5%
762 OSK OSHKOSH CORP Industrials 15,849.0 $2.3M 0.01% $147.21 -13.6%
763 WTFC WINTRUST FINL CORP Financial Services 16,780.0 $2.3M 0.01% $138.94 +7.8%
764 TTD THE TRADE DESK INC Technology 102,569.0 $2.3M 0.01% $22.69 -7.4%
765 RMBS RAMBUS INC DEL Technology 26,972.0 $2.3M 0.01% $86.03 +55.2%
766 RVTY REVVITY INC Healthcare 26,410.0 $2.3M 0.01% $87.61 +8.2%
767 UHS UNIVERSAL HLTH SVCS INC Healthcare 12,866.0 $2.3M 0.01% $178.97 -8.2%
768 SOUTHSTATE BK CORP 24,839.0 $2.3M 0.01% -314.0 -1.2% $92.52
769 TTC TORO CO Industrials 24,424.0 $2.3M 0.01% $93.44 -4.6%
770 ORI OLD REP INTL CORP Financial Services 57,040.0 $2.3M 0.01% $39.90 -0.6%
771 KRC KILROY REALTY CORP Real Estate 80,645.0 $2.3M 0.01% +15K +22.7% $28.21 +21.0%
772 SOLV SOLVENTUM CORP Healthcare 34,343.0 $2.2M 0.01% $65.30 +16.6%
773 NFG NATIONAL FUEL GAS CO Energy 23,808.0 $2.2M 0.01% +1K +5.3% $93.96 -13.5%
774 OC OWENS CORNING NEW Industrials 20,594.0 $2.2M 0.01% $108.22 +7.2%
775 AFG AMERICAN FINANCIAL GROUP INC Financial Services 17,345.0 $2.2M 0.01% $127.71 +7.5%
776 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 35,086.0 $2.2M 0.01% +858.0 +2.5% $62.70 +20.5%
777 VNOM VIPER ENERGY INC Energy 46,559.0 $2.2M 0.01% +4K +10.5% $46.99 +1.5%
778 CFR CULLEN FROST BANKERS INC Financial Services 15,836.0 $2.2M 0.01% -165.0 -1.0% $137.08 +1.4%
779 COLD AMERICOLD REALTY TRUST INC Real Estate 188,877.0 $2.2M 0.01% +36K +23.6% $11.46 +26.0%
780 EMN EASTMAN CHEM CO Basic Materials 28,216.0 $2.2M 0.01% $76.32 -4.1%
Page 39 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%