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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 9 of 88  ·  1,755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WDC WESTERN DIGITAL CORP Technology 78,976.0 $21.4M 0.11% -552.0 -0.7% $270.49 +68.5%
162 NRG NRG ENERGY INC Utilities 145,971.0 $21.3M 0.11% +101K +227.5% $146.14 -15.3%
163 PNW PINNACLE WEST CAP CORP Utilities 211,511.0 $21.3M 0.11% -12K -5.5% $100.75 -0.3%
164 CVS CVS HEALTH CORP Healthcare 296,352.0 $21.3M 0.11% $71.82 +31.7%
165 NOC NORTHROP GRUMMAN CORP Industrials 31,076.0 $21.2M 0.11% $682.24 -19.0%
166 EWJ ISHARES INC 250,000.0 $21.1M 0.11% -50K -16.7% $84.44 +6.8%
167 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 132,287.0 $20.8M 0.11% $157.28 -0.6%
168 IRM IRON MTN INC DEL Real Estate 202,316.0 $20.7M 0.10% +38K +22.8% $102.14 +20.4%
169 GD GENERAL DYNAMICS CORP Industrials 59,117.0 $20.3M 0.10% $343.22 -0.6%
170 WTRG ESSENTIAL UTILS INC Utilities 503,182.0 $20.3M 0.10% -56K -10.1% $40.27 -7.2%
171 VICI VICI PPTYS INC Real Estate 734,691.0 $20.1M 0.10% +137K +22.9% $27.32 +3.9%
172 BX BLACKSTONE INC Financial Services 174,401.0 $20.1M 0.10% +3K +1.5% $114.99 +1.1%
173 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 50,799.0 $19.9M 0.10% $391.76 +88.6%
174 WM WASTE MGMT INC DEL Industrials 86,438.0 $19.9M 0.10% $229.79 -2.6%
175 FCX FREEPORT MCMORAN INC Basic Materials 334,786.0 $19.7M 0.10% $58.78 +0.8%
176 PNC PNC FINL SVCS GROUP INC Financial Services 94,086.0 $19.6M 0.10% +3K +3.1% $208.09 +1.7%
177 MRSH MARSH & MCLENNAN COS INC Financial Services 112,773.0 $19.6M 0.10% -1K -1.0% $173.45 -4.4%
178 INTR INTER & CO INC Financial Services 2,433,539.0 $19.4M 0.10% +171K +7.5% $7.96 -27.1%
179 PWR QUANTA SVCS INC Industrials 34,735.0 $19.1M 0.10% $549.02 +28.8%
180 ADP AUTOMATIC DATA PROCESSING IN Industrials 93,793.0 $19.1M 0.10% $203.18 +10.5%
Page 9 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%