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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 83 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 MRTN MARTEN TRANS LTD Industrials 14,317.0 $188K 0.00% $13.13 +18.4%
1642 COTY COTY INC Consumer Defensive 92,606.0 $186K 0.00% +682.0 +0.7% $2.01 +6.0%
1643 CXM SPRINKLR INC Technology 30,571.0 $183K 0.00% +601.0 +2.0% $6.00 -17.7%
1644 WSR WHITESTONE REIT Real Estate 11,103.0 $179K 0.00% $16.15 +17.6%
1645 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 11,268.0 $174K 0.00% $15.42 +4.2%
1646 RWT REDWOOD TRUST INC Real Estate 30,778.0 $173K 0.00% -584.0 -1.9% $5.61 -6.2%
1647 FBRT FRANKLIN BSP RLTY TR INC Real Estate 20,168.0 $171K 0.00% $8.49 +7.4%
1648 UA UNDER ARMOUR INC Consumer Cyclical 29,561.0 $171K 0.00% +260.0 +0.9% $5.79 -14.3%
1649 GO GROCERY OUTLET HLDG CORP Consumer Defensive 24,269.0 $171K 0.00% $7.05 +8.8%
1650 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 10,337.0 $170K 0.00% $16.46 -1.9%
1651 MCW MISTER CAR WASH INC Consumer Cyclical 24,302.0 $169K 0.00% $6.97 +1.9%
1652 QNST QUINSTREET INC Communication Services 14,094.0 $169K 0.00% $12.01 -3.8%
1653 CERT CERTARA INC Healthcare 29,541.0 $168K 0.00% $5.70 -21.4%
1654 LZ LEGALZOOM COM INC Industrials 28,495.0 $162K 0.00% NEW $5.67 +3.7%
1655 AVNS AVANOS MED INC Healthcare 11,479.0 $161K 0.00% $14.01 +76.4%
1656 SDGR SCHRODINGER INC Healthcare 13,877.0 $158K 0.00% $11.36 +11.1%
1657 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 16,566.0 $156K 0.00% $9.42 +53.9%
1658 RES RPC INC Energy 21,990.0 $156K 0.00% $7.08 +0.0%
1659 ADAMM ADAMAS TRUST INC. Financial Services 20,769.0 $153K 0.00% $7.36 +246.5%
1660 MBC MASTERBRAND INC Consumer Cyclical 17,352.0 $144K 0.00% $8.31 -13.8%
Page 83 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%