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Portfolio (Quarterly) Guide ↗

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

· CIK 0001083190
13F Portfolio $20.6B AUM 1,759 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 160 New 162 Added 1279 Reduced 156 Exited
Page 4 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ED CONSOLIDATED EDISON INC Utilities 586,730.0 $64.9M 0.32% -53K -8.3% $110.63 -1.5%
62 PCG PG&E CORP Utilities 3,821,622.0 $64.3M 0.31% -733K -16.1% $16.82 +4.0%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 344,243.0 $62.3M 0.30% -18K -5.1% $180.91 +2.0%
64 LNG CHENIERE ENERGY INC Energy 256,361.0 $61.3M 0.30% -84K -24.8% $239.01 +11.7%
65 PANW PALO ALTO NETWORKS INC Technology 179,128.0 $61.1M 0.30% -9K -4.8% $341.02 +10.2%
66 DLR DIGITAL RLTY TR INC Real Estate 334,005.0 $60.0M 0.29% +102K +44.2% $179.58 +10.2%
67 TXN TEXAS INSTRS INC Technology 201,015.0 $59.9M 0.29% -10K -4.9% $298.07 -5.1%
68 PLTR PALANTIR TECHNOLOGIES INC Technology 507,140.0 $59.2M 0.29% -25K -4.7% $116.67 +47.9%
69 IBM INTERNATIONAL BUSINESS MACHS Technology 207,595.0 $58.4M 0.28% -10K -4.7% $281.21 -18.6%
70 MRVL MARVELL TECHNOLOGY INC Technology 193,386.0 $57.6M 0.28% NEW $297.89 -21.3%
71 AEE AMEREN CORP Utilities 503,214.0 $56.9M 0.28% -37K -6.8% $113.04 -3.2%
72 RTX RTX CORPORATION Industrials 297,446.0 $56.4M 0.27% -15K -4.9% $189.73 +16.8%
73 O REALTY INCOME CORP Real Estate 902,922.0 $55.9M 0.27% +272K +43.2% $61.96 +0.7%
74 MS MORGAN STANLEY Financial Services 264,768.0 $55.3M 0.27% -15K -5.5% $209.04 +4.4%
75 ORCL ORACLE CORP Technology 374,792.0 $54.9M 0.27% -20K -5.1% $146.55 +0.1%
76 LIN LINDE PLC Basic Materials 102,120.0 $53.0M 0.26% -7K -6.1% $518.94 -8.6%
77 C CITIGROUP INC Financial Services 376,716.0 $52.7M 0.26% -30K -7.5% $139.96 -1.0%
78 ATO ATMOS ENERGY CORP Utilities 288,789.0 $49.7M 0.24% -13K -4.4% $172.27 -1.4%
79 EIX EDISON INTL Utilities 656,640.0 $48.9M 0.24% -58K -8.1% $74.45 -4.2%
80 CEG CONSTELLATION ENERGY CORP Utilities 196,207.0 $48.7M 0.24% +18K +9.8% $248.37 +12.0%
Page 4 of 88  ·  1,759 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 30.4%
Utilities 11.0%
Financial Services 10.0%
Industrials 9.4%
Consumer Cyclical 8.1%
Communication Services 7.7%
Real Estate 7.5%
Healthcare 7.3%
Energy 4.0%
Consumer Defensive 3.1%