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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 49 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CELH CELSIUS HLDGS INC Consumer Defensive 40,045.0 $1.4M 0.01% $35.48 -16.3%
962 GTES GATES INDL CORP PLC Industrials 62,777.0 $1.4M 0.01% -1K -1.8% $22.61 +6.5%
963 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 15,367.0 $1.4M 0.01% $92.04 -9.7%
964 PK PARK HOTELS & RESORTS INC Real Estate 134,276.0 $1.4M 0.01% +20K +17.3% $10.53 +8.2%
965 MGY MAGNOLIA OIL & GAS CORP Energy 44,731.0 $1.4M 0.01% -612.0 -1.4% $31.57 -7.4%
966 AAON AAON INC Industrials 16,955.0 $1.4M 0.01% $82.75 +60.0%
967 VFC V F CORP Consumer Cyclical 82,347.0 $1.4M 0.01% $16.99 -4.6%
968 SWX SOUTHWEST GAS HLDGS INC Utilities 16,097.0 $1.4M 0.01% $86.90 +3.2%
969 ESNT ESSENT GROUP LTD Financial Services 23,917.0 $1.4M 0.01% -273.0 -1.1% $58.44 +5.9%
970 SNEX STONEX GROUP INC Financial Services 17,319.0 $1.4M 0.01% +6K +50.7% $80.65 +40.0%
971 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 32,736.0 $1.4M 0.01% +5K +16.4% $42.61 +36.1%
972 MUR MURPHY OIL CORP Energy 33,618.0 $1.4M 0.01% $41.25 -8.4%
973 DAC DANAOS CORPORATION Industrials 12,278.0 $1.4M 0.01% $112.64 +17.8%
974 ESAB ESAB CORPORATION Industrials 14,299.0 $1.4M 0.01% $96.66 -5.7%
975 GAP GAP INC Consumer Cyclical 56,844.0 $1.4M 0.01% $24.20 -4.3%
976 CNX CNX RES CORP Energy 35,671.0 $1.4M 0.01% +2K +5.7% $38.55 -7.8%
977 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 26,999.0 $1.4M 0.01% $50.80 -4.7%
978 LSTR LANDSTAR SYS INC Industrials 8,534.0 $1.4M 0.01% -61.0 -0.7% $160.31 +19.2%
979 IFS INTERCORP FINL SVCS INC Financial Services 27,106.0 $1.4M 0.01% $50.20 +0.7%
980 BCPC BALCHEM CORP Basic Materials 8,009.0 $1.4M 0.01% $169.48 -4.6%
Page 49 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%