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Portfolio (Quarterly) Guide ↗

PBU - The Pension Fund of Early Childhood & Youth Educators

· CIK 0002103310
13F Portfolio $6.6B AUM 191 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 125 Added 49 Reduced 31 Exited
Page 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DE DEERE & CO COMMON STOCK USD 1 Industrials 41,172.0 $23.2M 0.35% +13K +47.3% $563.30 -5.7%
62 PCAR PACCAR INC COMMON STOCK USD 1 Industrials 199,285.0 $23.0M 0.35% +48K +31.7% $115.50 -5.3%
63 SYY SYSCO CORP COMMON STOCK USD 1 Consumer Defensive 322,307.0 $23.0M 0.35% +79K +32.7% $71.33 +5.8%
64 AMP AMERIPRISE FINANCIAL INC COMMON STOCK USD 0.01 Financial Services 51,372.0 $22.8M 0.34% +6K +13.0% $444.40 +1.4%
65 F FORD MOTOR CO COMMON STOCK USD 0.01 Consumer Cyclical 1,947,830.0 $22.5M 0.34% +744K +61.8% $11.54 +18.5%
66 SBUX STARBUCKS CORP COMMON STOCK USD 0.001 Consumer Cyclical 249,151.0 $22.3M 0.34% +72K +40.4% $89.59 +18.9%
67 UNH UNITEDHEALTH GROUP INC COMMON STOCK USD 0.01 Healthcare 82,412.0 $22.3M 0.34% +23K +39.4% $270.59 +41.7%
68 PFE PFIZER INC COMMON STOCK USD 0.05 Healthcare 784,855.0 $22.0M 0.33% +455K +138.1% $28.08 -7.6%
69 MCD MCDONALD'S CORP COMMON STOCK USD 0.01 Consumer Cyclical 70,878.0 $22.0M 0.33% +32K +80.2% $310.79 -8.6%
70 AEM AGNICO EAGLE MINES LTD COMMON STOCK CAD 0 Basic Materials 108,221.0 $21.9M 0.33% +3K +2.8% $202.34 -12.2%
71 ADBE ADOBE INC COMMON STOCK USD 0.0001 Technology 89,697.0 $21.8M 0.33% +4K +4.3% $243.08 +0.4%
72 TXN TEXAS INSTRUMENTS INC COMMON STOCK USD 1 Technology 111,518.0 $21.7M 0.33% +25K +29.6% $194.14 +57.0%
73 INTU INTUIT INC COMMON STOCK USD 0.01 Technology 49,012.0 $21.2M 0.32% +18K +58.6% $432.38 -29.0%
74 INTC INTEL CORP COMMON STOCK USD 0.001 Technology 479,313.0 $21.2M 0.32% +109K +29.4% $44.13 +168.5%
75 HSY HERSHEY CO/THE COMMON STOCK USD 1 Consumer Defensive 101,298.0 $21.1M 0.32% +5K +5.5% $207.89 -8.4%
76 DHR DANAHER CORP COMMON STOCK USD 0.01 Healthcare 109,771.0 $20.8M 0.31% +29K +35.1% $189.60 -8.6%
77 BMO BANK OF MONTREAL COMMON STOCK CAD 0 Financial Services 152,951.0 $20.7M 0.31% +51K +49.7% $135.02 +18.3%
78 MMM 3M CO COMMON STOCK USD 0.01 Industrials 140,287.0 $20.4M 0.31% +76K +118.3% $145.23 +4.4%
79 GLW CORNING INC COMMON STOCK USD 0.5 Technology 144,306.0 $19.6M 0.29% +13K +10.1% $135.97 +41.1%
80 WM WASTE MANAGEMENT INC COMMON STOCK USD 0.01 Industrials 84,988.0 $19.5M 0.29% +39K +83.0% $229.79 -4.4%
Page 4 of 7  ·  125 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 33.7%
Financial Services 15.3%
Communication Services 11.2%
Healthcare 9.5%
Industrials 9.2%
Consumer Cyclical 8.2%
Consumer Defensive 5.1%
Basic Materials 4.4%
Utilities 2.7%
Real Estate 0.7%