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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 64 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 SBCF SEACOAST BKG CORP FLA Financial Services 23,950.0 $725K 0.00% $30.29 -0.3%
1262 PSN PARSONS CORP DEL Industrials 13,258.0 $718K 0.00% $54.17 -5.0%
1263 DORM DORMAN PRODS INC Consumer Cyclical 6,878.0 $718K 0.00% $104.36 +10.3%
1264 SEMR SEMRUSH HLDGS INC Technology 60,000.0 $716K 0.00% $11.94 +0.5%
1265 NVGS NAVIGATOR HLDGS LTD Energy 36,975.0 $715K 0.00% +16K +80.0% $19.33 +25.7%
1266 FFBC 1ST FINL BANCORP Financial Services 25,587.0 $713K 0.00% $27.88 +7.2%
1267 YETI YETI HLDGS INC Consumer Cyclical 19,495.0 $713K 0.00% $36.59 +16.0%
1268 NTST NETSTREIT CORP Real Estate 37,842.0 $713K 0.00% +11K +39.0% $18.83 +10.3%
1269 FRPT FRESHPET INC Consumer Defensive 12,070.0 $712K 0.00% $58.96 -17.8%
1270 CPRX CATALYST PHARMACEUTICALS INC Healthcare 28,572.0 $707K 0.00% $24.76 +26.1%
1271 IHS IHS HOLDING LIMITED Communication Services 85,823.0 $706K 0.00% NEW $8.23 +0.1%
1272 NMIH NMI HLDGS INC Financial Services 18,803.0 $705K 0.00% -227.0 -1.2% $37.51 +2.8%
1273 EHAB ENHABIT INC Healthcare 50,000.0 $704K 0.00% NEW $14.09 -2.1%
1274 MZTI MARZETTI COMPANY Consumer Defensive 5,085.0 $703K 0.00% $138.33 -18.3%
1275 GFF GRIFFON CORP Industrials 9,676.0 $703K 0.00% $72.68 +14.0%
1276 POWI POWER INTEGRATIONS INC Technology 13,726.0 $703K 0.00% $51.20 +32.1%
1277 CUSHMAN AND WAKEFIELD LTD 57,275.0 $702K 0.00% $12.26
1278 UCTT ULTRA CLEAN HLDGS INC Technology 11,224.0 $698K 0.00% $62.18 +24.9%
1279 RNG RINGCENTRAL INC Technology 18,750.0 $697K 0.00% NEW $37.19 +9.4%
1280 SFNC SIMMONS FIRST NATL CORP Financial Services 35,799.0 $696K 0.00% $19.45 +7.6%
Page 64 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%