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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 48 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ECG EVERUS CONSTR GROUP Industrials 12,614.0 $1.5M 0.01% $118.06 +27.7%
942 GXO GXO LOGISTICS INCORPORATED Industrials 28,691.0 $1.5M 0.01% $51.85 -9.9%
943 ERIE ERIE INDTY CO Financial Services 5,918.0 $1.5M 0.01% $251.31 -10.6%
944 INSTALLED BLDG PRODS INC 5,601.0 $1.5M 0.01% $265.15
945 LNC LINCOLN NATL CORP IND Financial Services 41,804.0 $1.5M 0.01% $35.50 +1.4%
946 AXTA AXALTA COATING SYS LTD Basic Materials 53,468.0 $1.5M 0.01% $27.70 +5.2%
947 G GENPACT LIMITED Technology 39,692.0 $1.5M 0.01% -433.0 -1.1% $37.25 -14.1%
948 VLYPN VALLEY NATL BANCORP Financial Services 119,938.0 $1.5M 0.01% $12.28 +110.7%
949 CMRE COSTAMARE INC Industrials 86,993.0 $1.5M 0.01% $16.90 +1.4%
950 PAYC PAYCOM SOFTWARE INC Technology 12,084.0 $1.5M 0.01% +717.0 +6.3% $121.54 +10.5%
951 AVAV AEROVIRONMENT INC Industrials 7,970.0 $1.5M 0.01% $183.05 -10.9%
952 KMX CARMAX INC Consumer Cyclical 35,066.0 $1.5M 0.01% -1K -3.5% $41.58 -6.4%
953 LW LAMB WESTON HLDGS INC Consumer Defensive 34,344.0 $1.5M 0.01% +2K +6.0% $42.26 +1.3%
954 UBSI UNITED BANKSHARES INC WEST V Financial Services 34,965.0 $1.4M 0.01% $41.42 +4.2%
955 ALKS ALKERMES PLC Healthcare 40,833.0 $1.4M 0.01% $35.36 +4.5%
956 MTG MGIC INVT CORP WIS Financial Services 54,963.0 $1.4M 0.01% -1K -1.8% $26.25 -0.3%
957 GBCI GLACIER BANCORP INC NEW Financial Services 32,239.0 $1.4M 0.01% $44.67 +7.0%
958 RYN RAYONIER INC Real Estate 69,689.0 $1.4M 0.01% +33K +87.5% $20.62 -1.9%
959 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,446.0 $1.4M 0.01% $321.40 +9.6%
960 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 24,485.0 $1.4M 0.01% $58.24 -1.3%
Page 48 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%