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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 63 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 SMA SMARTSTOP SELF STORAG REIT I Real Estate 25,038.0 $758K 0.00% NEW $30.28 -1.2%
1242 SEDG SOLAREDGE TECHNOLOGIES INC Energy 14,788.0 $755K 0.00% $51.05 +8.2%
1243 NOG NORTHERN OIL & GAS INC Energy 25,804.0 $754K 0.00% +2K +7.3% $29.23 -15.3%
1244 KD KYNDRYL HLDGS INC Technology 57,268.0 $751K 0.00% $13.12 -10.7%
1245 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 39,225.0 $751K 0.00% $19.15 -7.1%
1246 FIRST HAWAIIAN INC 30,340.0 $748K 0.00% -289.0 -0.9% $24.64
1247 MTRN MATERION CORP Basic Materials 5,128.0 $742K 0.00% $144.65 +39.8%
1248 FOUR SHIFT4 PMTS INC Technology 16,929.0 $740K 0.00% $43.73 -2.8%
1249 LCII LCI INDS Consumer Cyclical 5,984.0 $736K 0.00% $122.98 -10.5%
1250 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 73,946.0 $735K 0.00% $9.94 -3.0%
1251 MOMO HELLO GROUP INC Communication Services 127,481.0 $734K 0.00% $5.76 +6.2%
1252 SUPN SUPERNUS PHARMACEUTICALS Healthcare 14,180.0 $733K 0.00% $51.69 -6.5%
1253 CALX CALIX INC Technology 14,915.0 $731K 0.00% $48.99 -18.6%
1254 BOH BANK HAWAII CORP Financial Services 9,839.0 $731K 0.00% $74.25 +3.0%
1255 INSW INTERNATIONAL SEAWAYS INC Energy 10,016.0 $730K 0.00% $72.88 +17.0%
1256 QTWO Q2 HLDGS INC Technology 15,432.0 $730K 0.00% $47.30 -0.9%
1257 PII POLARIS INC Consumer Cyclical 13,389.0 $730K 0.00% $54.50 +17.4%
1258 CNK CINEMARK HLDGS INC Communication Services 25,519.0 $728K 0.00% $28.52 -5.9%
1259 FIBK FIRST INTST BANCSYSTEM INC Financial Services 21,753.0 $727K 0.00% -408.0 -1.8% $33.40 +2.9%
1260 IPGP IPG PHOTONICS CORP Technology 6,333.0 $726K 0.00% $114.59 -7.2%
Page 63 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%