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Portfolio (Quarterly) Guide ↗

Public Sector Pension Investment Board

· CIK 0001396318
13F Portfolio $38.7B AUM 1,337 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1337 New
Page 4 of 67  ·  1,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 163,970.0 $118.6M 0.31% NEW $723.00 -31.9%
62 AEM AGNICO EAGLE MINES LTD Basic Materials 723,475.0 $112.3M 0.29% NEW $155.22 +39.2%
63 SNDK SANDISK CORP Technology 48,272.0 $109.8M 0.28% NEW $2273.73 -29.8%
64 FORTINET INC 691,577.0 $106.2M 0.28% NEW $153.62
65 JNJ JOHNSON & JOHNSON Healthcare 415,564.0 $105.5M 0.27% NEW $253.97 +6.4%
66 WFC WELLS FARGO & CO Financial Services 1,260,847.0 $104.2M 0.27% NEW $82.64 +1.5%
67 SMH CALL VANECK ETF TRUST 150,000.0 $98.4M 0.25% NEW $655.89 -14.6%
68 LRCX LAM RESEARCH CORP Technology 225,457.0 $97.7M 0.25% NEW $433.33 -27.5%
69 C CITIGROUP INC Financial Services 693,585.0 $97.1M 0.25% NEW $139.96 -5.9%
70 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,074,139.0 $96.1M 0.25% NEW $89.48 -21.5%
71 PYPL PAYPAL HLDGS INC Financial Services 2,179,953.0 $94.1M 0.24% NEW $43.18 +42.5%
72 MS MORGAN STANLEY Financial Services 430,628.0 $90.0M 0.23% NEW $209.04 +2.5%
73 CVX CHEVRON CORPORATION Energy 534,527.0 $88.6M 0.23% NEW $165.76 +23.8%
74 B BARRICK MNG CORP Basic Materials 2,381,932.0 $87.5M 0.23% NEW $36.73 +29.6%
75 CNQ CANADIAN NAT RES LTD MED TER Energy 2,198,059.0 $86.9M 0.23% NEW $39.53 +30.0%
76 SPY STATE STR SPDR S&P 500 ETF T Financial Services 114,567.0 $85.6M 0.22% NEW $746.77 +2.5%
77 IREN IREN LIMITED Financial Services 1,800,000.0 $82.3M 0.21% NEW $45.73 -8.4%
78 MRVL MARVELL TECHNOLOGY INC Technology 275,129.0 $82.0M 0.21% NEW $297.89 -20.4%
79 WMT WALMART INC Consumer Defensive 710,446.0 $80.5M 0.21% NEW $113.26 -8.4%
80 CAT CATERPILLAR INC Industrials 74,176.0 $79.0M 0.20% NEW $1064.90 -22.3%
Page 4 of 67  ·  1,337 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 31.7%
Financial Services 19.7%
Industrials 9.6%
Healthcare 9.5%
Consumer Cyclical 9.1%
Communication Services 6.6%
Energy 4.2%
Basic Materials 2.7%
Real Estate 2.3%
Consumer Defensive 2.3%