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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 61 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 AVNT AVIENT CORPORATION Basic Materials 22,942.0 $833K 0.00% $36.30 -10.1%
1202 ENVA ENOVA INTL INC Financial Services 6,112.0 $830K 0.00% $135.83 +21.7%
1203 CATY CATHAY GEN BANCORP Financial Services 16,618.0 $829K 0.00% -226.0 -1.3% $49.86 +12.4%
1204 FUL FULLER H B CO Basic Materials 13,431.0 $828K 0.00% $61.68 -5.6%
1205 BKU BANKUNITED INC Financial Services 18,334.0 $828K 0.00% -269.0 -1.4% $45.16 +0.0%
1206 ADT ADT INC DEL Industrials 125,646.0 $825K 0.00% NEW $6.57 +6.2%
1207 CWEN CLEARWAY ENERGY INC Utilities 20,982.0 $824K 0.00% $39.29 -7.6%
1208 FBP FIRST BANCORP CORPORATION Financial Services 38,475.0 $822K 0.00% -368.0 -0.9% $21.36 +10.8%
1209 KBH KB HOME Consumer Cyclical 15,829.0 $819K 0.00% -378.0 -2.3% $51.75 -11.8%
1210 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 10,906.0 $817K 0.00% -398.0 -3.5% $74.89 +13.3%
1211 CC CHEMOURS CO Basic Materials 37,067.0 $817K 0.00% $22.03 -1.3%
1212 EXPO EXPONENT INC Industrials 12,499.0 $816K 0.00% $65.25 -12.1%
1213 KFY KORN FERRY Industrials 12,908.0 $813K 0.00% $62.95 +4.3%
1214 NWS NEWS CORP NEW Communication Services 28,466.0 $812K 0.00% -247.0 -0.9% $28.51 +6.0%
1215 CRGY CRESCENT ENERGY COMPANY Energy 60,093.0 $811K 0.00% $13.50 -0.2%
1216 WHD CACTUS INC Energy 17,024.0 $806K 0.00% $47.37 +27.4%
1217 GNW GENWORTH FINL INC Financial Services 98,765.0 $802K 0.00% $8.12 +14.3%
1218 PVH PVH CORPORATION Consumer Cyclical 11,476.0 $801K 0.00% -566.0 -4.7% $69.76 +15.2%
1219 NATL NCR ATLEOS CORPORATION Technology 18,276.0 $796K 0.00% $43.58 +2.8%
1220 HWKN HAWKINS INC Basic Materials 5,169.0 $794K 0.00% $153.60 +1.3%
Page 61 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%