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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 47 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 HRL HORMEL FOODS CORP Consumer Defensive 67,916.0 $1.5M 0.01% $22.65 -6.9%
922 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 18,930.0 $1.5M 0.01% $81.23 -0.4%
923 EAT BRINKER INTL INC Consumer Cyclical 10,770.0 $1.5M 0.01% -230.0 -2.1% $142.77 -4.3%
924 THG HANOVER INS GROUP INC Financial Services 8,870.0 $1.5M 0.01% $173.35 +12.2%
925 UNITY SOFTWARE INC 1,580,000.0 $1.5M 0.01% $0.97
926 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 14,532.0 $1.5M 0.01% $105.40 -4.3%
927 GKOS GLAUKOS CORP Healthcare 14,203.0 $1.5M 0.01% $107.66 +29.1%
928 GATX GATX CORP Industrials 8,945.0 $1.5M 0.01% $170.74 +1.3%
929 CRBG COREBRIDGE FINL INC Financial Services 63,965.0 $1.5M 0.01% -3K -4.4% $23.86 +15.9%
930 NE NOBLE CORP PLC Energy 31,101.0 $1.5M 0.01% $49.07 +6.7%
931 LAD LITHIA MTRS INC Consumer Cyclical 6,076.0 $1.5M 0.01% $249.72 +9.9%
932 MKTX MARKETAXESS HLDGS INC Financial Services 9,192.0 $1.5M 0.01% $164.98 -17.4%
933 AROC ARCHROCK INC Energy 43,368.0 $1.5M 0.01% $34.80 +6.0%
934 AI INFRASTRUCTURE ACQUISI 150,000.0 $1.5M 0.01% $10.03
935 STWD STARWOOD PPTY TR INC Real Estate 87,221.0 $1.5M 0.01% $17.22 -0.5%
936 MSA MSA SAFETY INC Industrials 9,132.0 $1.5M 0.01% -78.0 -0.8% $163.95 +2.8%
937 FNB F N B CORP Financial Services 89,523.0 $1.5M 0.01% $16.72 +4.5%
938 EXP EAGLE MATLS INC Basic Materials 7,875.0 $1.5M 0.01% -149.0 -1.9% $189.45 +5.1%
939 CHDN CHURCHILL DOWNS INC Consumer Cyclical 16,599.0 $1.5M 0.01% $89.83 -4.8%
940 H HYATT HOTELS CORP Consumer Cyclical 10,357.0 $1.5M 0.01% -108.0 -1.0% $143.79 +22.1%
Page 47 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%