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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP COMMON STOCK USD 0.01 Technology 14,122.0 $32.1M 0.73% NEW $2273.73 -34.9%
2 AZO AUTOZONE INC COMMON STOCK USD 0.01 Consumer Cyclical 4,867.0 $15.6M 0.35% NEW $3195.94 -5.3%
3 EFX EQUIFAX INC COMMON STOCK USD 1.25 Industrials 78,291.0 $12.4M 0.28% NEW $158.72 +20.9%
4 FEDEX FREIGHT HOLDING CO INC COMMON STOCK USD 0.1 60,467.0 $9.1M 0.21% NEW $151.00

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 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%