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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 42 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ESI ELEMENT SOLUTIONS INC Basic Materials 56,255.0 $1.9M 0.01% $34.14 +18.2%
822 ONB OLD NATL BANCORP IND Financial Services 86,892.0 $1.9M 0.01% $22.10 +7.8%
823 SITM SITIME CORP Technology 5,535.0 $1.9M 0.01% +107.0 +2.0% $345.35 +101.8%
824 PRIM PRIMORIS SVCS CORP Industrials 13,362.0 $1.9M 0.01% $143.04 -25.4%
825 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 211,528.0 $1.9M 0.01% +106K +99.8% $9.01 +17.1%
826 TECH BIO-TECHNE CORP Healthcare 36,445.0 $1.9M 0.01% +202.0 +0.6% $52.26 -10.6%
827 VIAV VIAVI SOLUTIONS INC Technology 57,221.0 $1.9M 0.01% +2K +3.5% $33.28 +44.5%
828 HALO HALOZYME THERAPEUTICS INC Healthcare 29,464.0 $1.9M 0.01% $64.63 +6.0%
829 AM ANTERO MIDSTREAM CORP Energy 82,973.0 $1.9M 0.01% -456.0 -0.6% $22.80 -4.3%
830 KNSL KINSALE CAP GROUP INC Financial Services 5,537.0 $1.9M 0.01% $341.66 -8.7%
831 LXP INDUSTRIAL TRUST 40,849.0 $1.9M 0.01% +7K +21.6% $46.26
832 MOS MOSAIC CO Basic Materials 73,938.0 $1.9M 0.01% $25.50 -14.0%
833 LAFA LAFAYETTE ACQUISITION CORP Financial Services 189,061.0 $1.9M 0.01% $9.97 +0.8%
834 FLR FLUOR CORP Industrials 40,385.0 $1.9M 0.01% $46.65 -4.4%
835 SFM SPROUTS FMRS MKT INC Consumer Defensive 24,396.0 $1.9M 0.01% $77.13 +14.7%
836 NSA NATIONAL STORAGE AFFILIATES Real Estate 49,748.0 $1.9M 0.01% +9K +21.9% $37.74 +13.4%
837 SWKS SKYWORKS SOLUTIONS INC Technology 35,029.0 $1.9M 0.01% +445.0 +1.3% $53.55 +38.8%
838 FDS FACTSET RESH SYS INC Financial Services 8,642.0 $1.9M 0.01% -70.0 -0.8% $216.99 +3.7%
839 SOLARIUS CAPITAL ACQU CORP 184,170.0 $1.9M 0.01% $10.17
840 AGX ARGAN INC Industrials 3,431.0 $1.9M 0.01% NEW $544.65 +18.4%
Page 42 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%