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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 79 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 TNC TENNANT CO Industrials 4,482.0 $298K 0.00% $66.40 +21.6%
1562 TWO HARBORS INVENTMENT CORPO 25,918.0 $296K 0.00% +132.0 +0.5% $11.42
1563 VTOL BRISTOW GROUP INC Energy 6,222.0 $292K 0.00% $46.89 -10.1%
1564 AFBI AFFINITY BANCSHARES INC Financial Services 13,099.0 $292K 0.00% NEW $22.26 +0.9%
1565 ACT ENACT HLDGS INC Financial Services 7,142.0 $291K 0.00% $40.81 +7.9%
1566 ROCK GIBRALTAR INDS INC Industrials 7,306.0 $291K 0.00% $39.87 -11.3%
1567 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 13,524.0 $286K 0.00% $21.18 -0.1%
1568 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,996.0 $286K 0.00% -76.0 -2.5% $95.60 +23.4%
1569 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 5,100.0 $282K 0.00% NEW $55.31 -37.9%
1570 USPH U S PHYSICAL THERAPY Healthcare 3,760.0 $282K 0.00% $74.96 -16.2%
1571 CYD CHINA YUCHAI INTL LTD Industrials 7,317.0 $282K 0.00% NEW $38.50 +29.9%
1572 PRG PROG HOLDINGS INC Industrials 9,780.0 $281K 0.00% $28.69 +15.8%
1573 QDEL QUIDELORTHO CORP Healthcare 16,799.0 $276K 0.00% $16.43 -37.2%
1574 UAA UNDER ARMOUR INC Consumer Cyclical 46,698.0 $276K 0.00% $5.91 -13.4%
1575 XPEL XPEL INC Consumer Cyclical 6,229.0 $276K 0.00% $44.26 -6.3%
1576 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 9,828.0 $275K 0.00% $28.01 +7.4%
1577 WEN WENDYS CO Consumer Cyclical 39,080.0 $272K 0.00% $6.95 +15.4%
1578 CNMD CONMED CORP Healthcare 7,658.0 $271K 0.00% $35.36 +3.5%
1579 ALGT ALLEGIANT TRAVEL CO Industrials 3,327.0 $270K 0.00% $81.04 -7.9%
1580 SAFT SAFETY INS GROUP INC Financial Services 3,683.0 $268K 0.00% $72.64 -2.2%
Page 79 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%