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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 65 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BCC BOISE CASCADE CO DEL Basic Materials 9,161.0 $695K 0.00% $75.85 -13.7%
1282 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 11,702.0 $694K 0.00% -202.0 -1.7% $59.27 -21.4%
1283 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 4,620.0 $691K 0.00% $149.52 +6.8%
1284 ACAD ACADIA PHARMACEUTICALS INC Healthcare 30,960.0 $689K 0.00% $22.26 -8.0%
1285 WU WESTERN UN CO Financial Services 78,601.0 $686K 0.00% $8.73 -3.1%
1286 WAY WAYSTAR HLDG CORP Technology 28,387.0 $684K 0.00% $24.11 -25.6%
1287 CARG CARGURUS INC Consumer Cyclical 20,089.0 $684K 0.00% $34.05 -16.6%
1288 PFS PROVIDENT FINL SVCS INC Financial Services 32,302.0 $684K 0.00% $21.16 +2.7%
1289 PI IMPINJ INC Technology 6,654.0 $683K 0.00% $102.70 +35.6%
1290 SMG SCOTTS MIRACLE-GRO CO Basic Materials 11,197.0 $681K 0.00% +72.0 +0.7% $60.81 -5.4%
1291 KMT KENNAMETAL INC Industrials 18,844.0 $681K 0.00% $36.13 -3.3%
1292 WDFC WD 40 CO Basic Materials 3,335.0 $680K 0.00% $203.94 +0.1%
1293 SYNA SYNAPTICS INC Technology 9,704.0 $680K 0.00% -53.0 -0.5% $70.04 +70.1%
1294 UNFI UNITED NAT FOODS INC Consumer Defensive 15,068.0 $679K 0.00% $45.06 +12.7%
1295 CSR CENTERSPACE Real Estate 11,712.0 $673K 0.00% +2K +21.9% $57.45 +17.7%
1296 HAYW HAYWARD HLDGS INC Industrials 49,339.0 $660K 0.00% $13.38 +1.8%
1297 HAE HAEMONETICS CORP MASS Healthcare 11,644.0 $656K 0.00% -70.0 -0.6% $56.36 +1.6%
1298 DHC DIVERSIFIED HEALTHCARE TR Real Estate 98,774.0 $656K 0.00% NEW $6.64 +29.2%
1299 PSKY PARAMOUNT SKYDANCE CORP Communication Services 72,395.0 $653K 0.00% $9.02 +8.9%
1300 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 38,985.0 $651K 0.00% $16.70 -8.0%
Page 65 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%