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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 52 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 AUB ATLANTIC UN BANKSHARES CORP Financial Services 35,061.0 $1.3M 0.01% -222.0 -0.6% $35.74 +5.4%
1022 NEU NEWMARKET CORP Basic Materials 1,954.0 $1.3M 0.01% $640.95 +12.4%
1023 ABCB AMERIS BANCORP Financial Services 15,880.0 $1.2M 0.01% $77.99 +8.7%
1024 HOMB HOME BANCSHARES INC Financial Services 45,836.0 $1.2M 0.01% $26.93 -1.2%
1025 STANDARDAERO INC 47,519.0 $1.2M 0.01% NEW $25.83
1026 LTC LTC PPTYS INC Real Estate 33,022.0 $1.2M 0.01% +6K +24.3% $37.16 +4.0%
1027 CWST CASELLA WASTE SYS INC Industrials 15,457.0 $1.2M 0.01% $79.34 +9.9%
1028 ENPH ENPHASE ENERGY INC Energy 32,361.0 $1.2M 0.01% $37.81 +64.9%
1029 ETSY INC 24,409.0 $1.2M 0.01% $49.98
1030 HCC WARRIOR MET COAL INC Energy 13,000.0 $1.2M 0.01% $93.15 -8.3%
1031 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 142,914.0 $1.2M 0.01% $8.45 +26.6%
1032 GTY GETTY RLTY CORP NEW Real Estate 37,927.0 $1.2M 0.01% +8K +25.0% $31.80 +5.1%
1033 M MACYS INC Consumer Cyclical 66,618.0 $1.2M 0.01% -573.0 -0.8% $18.09 +14.0%
1034 ONESTREAM INC 50,000.0 $1.2M 0.01% NEW $24.00
1035 EXLS EXLSERVICE HLDGS INC Technology 39,374.0 $1.2M 0.01% -340.0 -0.9% $30.45 -4.0%
1036 KGS KODIAK GAS SVCS INC Energy 20,554.0 $1.2M 0.01% $58.32 +24.1%
1037 GNTX GENTEX CORP Consumer Cyclical 54,857.0 $1.2M 0.01% $21.85 +7.1%
1038 DVA DAVITA INC Healthcare 7,780.0 $1.2M 0.01% -431.0 -5.2% $153.69 +29.3%
1039 OZK BANK OZK LITTLE ROCK ARK Financial Services 25,998.0 $1.2M 0.01% -498.0 -1.9% $45.89 +5.0%
1040 AX AXOS FINANCIAL INC Financial Services 14,016.0 $1.2M 0.01% $85.09 +1.0%
Page 52 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%