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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 62 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MHO M/I HOMES INC Consumer Cyclical 6,467.0 $792K 0.00% $122.45 +1.2%
1222 LIFE360 INC 19,388.0 $791K 0.00% NEW $40.82
1223 QLYS QUALYS INC Technology 8,984.0 $789K 0.00% $87.85 +11.5%
1224 ICUI ICU MED INC Healthcare 6,105.0 $788K 0.00% $129.15 -4.7%
1225 PLMR PALOMAR HLDGS INC Financial Services 6,554.0 $783K 0.00% $119.50 -4.2%
1226 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 14,843.0 $783K 0.00% $52.75 -6.1%
1227 IRIS ACQUISITION CORP II 79,662.0 $782K 0.00% NEW $9.82
1228 DOCS DOXIMITY INC Healthcare 33,527.0 $781K 0.00% -850.0 -2.5% $23.30 -16.0%
1229 WSC WILLSCOT HLDGS CORP Industrials 44,994.0 $781K 0.00% $17.36 +38.2%
1230 PARR PAR PAC HOLDINGS INC Energy 12,437.0 $779K 0.00% $62.64 -6.1%
1231 RUN SUNRUN INC Energy 57,383.0 $778K 0.00% $13.56 -0.5%
1232 DIOD DIODES INC Technology 11,345.0 $774K 0.00% -138.0 -1.2% $68.26 +38.9%
1233 MSGE SPHERE ENTERTAINMENT CO Communication Services 6,586.0 $773K 0.00% NEW $117.40 -41.2%
1234 CENX CENTURY ALUM CO Basic Materials 13,157.0 $772K 0.00% $58.69 -6.4%
1235 VCTR VICTORY CAP HLDGS INC DEL Financial Services 11,739.0 $769K 0.00% -157.0 -1.3% $65.48 +33.0%
1236 OPLN OPENLANE INC Consumer Cyclical 26,278.0 $766K 0.00% $29.15 +20.2%
1237 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 13,028.0 $764K 0.00% $58.65 +6.4%
1238 SXI STANDEX INTL CORP Industrials 2,997.0 $764K 0.00% $254.86 -1.4%
1239 MARA MARA HOLDINGS INC Financial Services 93,523.0 $763K 0.00% $8.16 +49.3%
1240 ITGR INTEGER HLDGS CORP Healthcare 8,665.0 $763K 0.00% $88.00 +2.2%
Page 62 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%