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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 8 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MDT MEDTRONIC PLC Healthcare 298,636.0 $25.9M 0.13% $86.65 -11.4%
142 MO ALTRIA GROUP INC Consumer Defensive 391,034.0 $25.8M 0.13% $65.99 +11.1%
143 NOW SERVICENOW INC Technology 243,658.0 $25.5M 0.13% +2K +1.0% $104.55 -2.3%
144 APP APPLOVIN CORP Technology 63,128.0 $25.1M 0.13% $398.00 +23.2%
145 VST VISTRA CORP Utilities 166,691.0 $25.1M 0.13% +93K +125.0% $150.33 -10.4%
146 CME CME GROUP INC Financial Services 83,998.0 $24.8M 0.13% $295.35 +2.9%
147 GLW CORNING INC Technology 181,866.0 $24.7M 0.13% $135.97 +32.5%
148 MCK MCKESSON CORP Healthcare 28,532.0 $24.7M 0.13% -178.0 -0.6% $865.36 -10.5%
149 CMCSA COMCAST CORP NEW Communication Services 835,892.0 $24.0M 0.12% -10K -1.1% $28.71 -12.2%
150 ASTS AST SPACEMOBILE INC Technology 288,122.0 $23.9M 0.12% NEW $82.87 +1.7%
151 SBUX STARBUCKS CORP Consumer Cyclical 265,392.0 $23.8M 0.12% $89.59 +19.3%
152 ADBE ADOBE INC Technology 95,623.0 $23.2M 0.12% -2K -1.8% $243.08 +4.0%
153 TMUS T-MOBILE US INC Communication Services 110,369.0 $23.2M 0.12% -2K -1.4% $210.03 -9.7%
154 CRWD CROWDSTRIKE HLDGS INC Technology 58,724.0 $22.9M 0.12% +350.0 +0.6% $390.41 +56.9%
155 OGE OGE ENERGY CORP Utilities 474,363.0 $22.8M 0.12% +13K +2.7% $47.96 -2.1%
156 VRT VERTIV HOLDINGS CO Industrials 89,113.0 $22.3M 0.11% NEW $250.58 +34.2%
157 SANDISK CORP 34,383.0 $21.8M 0.11% +2K +6.2% $635.34
158 BSX BOSTON SCIENTIFIC CORP Healthcare 345,459.0 $21.7M 0.11% $62.75 -12.6%
159 HWM HOWMET AEROSPACE INC Industrials 93,396.0 $21.5M 0.11% $230.46 +12.1%
160 TT TRANE TECHNOLOGIES PLC Industrials 51,558.0 $21.5M 0.11% $416.74 +10.1%
Page 8 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%