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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 5 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MTB M&T BANK CORP COMMON STOCK USD 0.5 Financial Services 94,365.0 $19.5M 0.29% +26K +38.5% $206.72 +2.7%
82 ISRG INTUITIVE SURGICAL INC COMMON STOCK USD 0.001 Healthcare 42,171.0 $19.4M 0.29% +9K +25.3% $460.99 -4.6%
83 WEC WEC ENERGY GROUP INC COMMON STOCK USD 0.01 Utilities 166,973.0 $19.3M 0.29% +38K +29.4% $115.77 -4.4%
84 SCHW CHARLES SCHWAB CORP/THE COMMON STOCK USD 0.01 Financial Services 205,442.0 $19.3M 0.29% +53K +34.4% $93.98 -4.1%
85 CEG CONSTELLATION ENERGY CORP COMMON STOCK USD Utilities 67,263.0 $18.8M 0.28% +36K +114.4% $279.25 +2.4%
86 UBS UBS GROUP AG COMMON STOCK CHF 0.1 Financial Services 490,514.0 $18.8M 0.28% +111K +29.4% $38.24 +23.6%
87 CB CHUBB LTD COMMON STOCK USD 24.15 Financial Services 57,380.0 $18.7M 0.28% +26K +81.0% $325.93 +1.3%
88 AMGN AMGEN INC COMMON STOCK USD 0.0001 Healthcare 52,876.0 $18.6M 0.28% +440.0 +0.8% $351.85 -4.1%
89 SLF SUN LIFE FINANCIAL INC COMMON STOCK CAD 0 Financial Services 286,362.0 $17.9M 0.27% +101K +54.8% $62.45 +16.9%
90 SPOT SPOTIFY TECHNOLOGY SA COMMON STOCK USD 0.000625 Communication Services 35,966.0 $17.4M 0.26% +15K +70.6% $484.91 -10.6%
91 AON AON PLC COMMON STOCK USD Financial Services 52,661.0 $17.0M 0.26% +20K +60.2% $322.78 +0.4%
92 AMT AMERICAN TOWER CORP REIT USD 0.01 Real Estate 96,505.0 $16.7M 0.25% +29K +43.7% $172.58 +6.5%
93 APP APPLOVIN CORP COMMON STOCK USD 0.00003 Technology 41,162.0 $16.4M 0.25% +12K +40.5% $398.00 +22.1%
94 WCN WASTE CONNECTIONS INC COMMON STOCK Industrials 97,645.0 $15.9M 0.24% +30K +43.9% $162.44 -3.4%
95 XEL XCEL ENERGY INC COMMON STOCK USD 2.5 Utilities 198,243.0 $15.7M 0.24% +82K +71.1% $79.44 +0.5%
96 ED CONSOLIDATED EDISON COMPANY OF NEW YORK INC. Utilities 136,485.0 $15.4M 0.23% +57K +70.7% $113.18 -5.1%
97 CME CME GROUP INC COMMON STOCK USD 0.01 Financial Services 50,925.0 $15.0M 0.23% +12K +29.4% $295.35 -2.1%
98 D DOMINION ENERGY INC COMMON STOCK USD 0 Utilities 242,184.0 $15.0M 0.23% +111K +84.2% $61.82 +10.5%
99 CSL CARLISLE COS INC COMMON STOCK USD 1 Industrials 44,780.0 $14.9M 0.23% +8K +23.0% $333.62 -0.4%
100 BSX BOSTON SCIENTIFIC CORP COMMON STOCK USD 0.01 Healthcare 231,256.0 $14.5M 0.22% +55K +31.4% $62.75 -8.9%
Page 5 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%