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Portfolio (Quarterly) Guide ↗

PBU - The Pension Fund of Early Childhood & Youth Educators

· CIK 0002103310
13F Portfolio $4.4B AUM 132 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 18 Added 74 Reduced 70 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 LULU LULULEMON ATHLETICA INC COMMON STOCK USD 0.005 Consumer Cyclical 37,218 $5.7M 0.09% SOLD
62 KGC KINROSS GOLD CORP COMMON STOCK CAD 0 Basic Materials 176,627 $5.4M 0.08% SOLD
63 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COMMON STOCK USD 0.0001 Healthcare 378,069 $5.2M 0.08% SOLD
64 DXCM DEXCOM INC COMMON STOCK USD 0.001 Healthcare 71,347 $4.5M 0.07% SOLD
65 DAL DELTA AIR LINES INC COMMON STOCK USD 0.0001 Industrials 59,595 $4.0M 0.06% SOLD
66 TPR TAPESTRY INC COMMON STOCK USD 0.01 Consumer Cyclical 26,516 $3.7M 0.06% SOLD
67 DECK DECKERS OUTDOOR CORP COMMON STOCK USD 0.01 Consumer Cyclical 30,584 $3.1M 0.05% SOLD
68 FLS FLOWSERVE CORP COMMON STOCK USD 1.25 Industrials 41,011 $3.0M 0.04% SOLD
69 SUNB SUNBELT RENTALS HOLDINGS INC COMMON STOCK USD 0.01 Financial Services 47,103 $3.0M 0.04% SOLD
70 UAL UNITED AIRLINES HOLDINGS INC COMMON STOCK USD 0.01 Industrials 20,507 $1.9M 0.03% SOLD
Page 4 of 4  ·  70 positions
Sector Allocation
Technology 42.3%
Financial Services 13.0%
Industrials 9.2%
Healthcare 8.3%
Consumer Cyclical 8.0%
Communication Services 7.5%
Utilities 4.4%
Basic Materials 3.2%
Consumer Defensive 3.2%
Real Estate 0.8%