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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 6 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GILD GILEAD SCIENCES INC Healthcare 289,007.0 $40.3M 0.20% $139.37 -5.2%
102 DIS DISNEY WALT CO Communication Services 412,663.0 $39.8M 0.20% -3K -0.6% $96.38 +9.4%
103 NI NISOURCE INC Utilities 846,932.0 $39.5M 0.20% -49K -5.5% $46.66 +1.6%
104 LNT ALLIANT ENERGY CORP Utilities 546,580.0 $39.2M 0.20% -9K -1.7% $71.76 +1.0%
105 O REALTY INCOME CORP Real Estate 630,652.0 $38.6M 0.20% +117K +22.8% $61.18 +1.3%
106 EVRG EVERGY INC Utilities 470,889.0 $38.6M 0.20% +39K +8.9% $81.92 +1.0%
107 ISRG INTUITIVE SURGICAL INC Healthcare 82,725.0 $38.1M 0.19% $460.99 -7.1%
108 AXP AMERICAN EXPRESS CO Financial Services 124,755.0 $37.7M 0.19% $302.48 +3.6%
109 COP CONOCOPHILLIPS Energy 285,394.0 $37.7M 0.19% -2K -0.7% $132.00 -9.9%
110 PFE PFIZER INC Healthcare 1,324,445.0 $37.2M 0.19% $28.08 -8.3%
111 SCHW SCHWAB CHARLES CORP Financial Services 389,089.0 $36.6M 0.19% $93.98 -4.8%
112 BA BOEING CO Industrials 182,941.0 $36.4M 0.19% $199.03 +10.8%
113 ADI ANALOG DEVICES INC Technology 113,822.0 $36.2M 0.18% -608.0 -0.5% $318.14 +31.2%
114 APH AMPHENOL CORP Technology 286,337.0 $36.2M 0.18% +2K +0.6% $126.35 -1.1%
115 UBER UBER TECHNOLOGIES INC Technology 479,423.0 $34.5M 0.18% -4K -0.8% $71.93 +3.8%
116 HON HONEYWELL INTL INC Industrials 147,892.0 $33.4M 0.17% $226.03 -3.7%
117 DE DEERE & CO Industrials 58,725.0 $33.1M 0.17% $563.30 +2.0%
118 ETN EATON CORP PLC Industrials 90,475.0 $32.4M 0.17% $357.67 +14.1%
119 BLK BLACKROCK INC Financial Services 33,611.0 $32.3M 0.17% $961.71 +12.5%
120 QCOM QUALCOMM INC Technology 248,550.0 $32.0M 0.16% $128.78 +55.4%
Page 6 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%