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Portfolio (Quarterly) Guide ↗

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

· CIK 0001083190
13F Portfolio $20.6B AUM 1,759 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 160 New 162 Added 1279 Reduced 156 Exited
Page 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CYTK CYTOKINETICS INC Healthcare 32,504.0 $2.8M 0.01% +2K +6.1% $85.19 -10.9%
102 IVT INVENTRUST PPTYS CORP Real Estate 76,262.0 $2.7M 0.01% +41K +117.2% $35.40 -5.6%
103 PK PARK HOTELS & RESORTS INC Real Estate 185,753.0 $2.6M 0.01% +51K +38.3% $14.25 +5.3%
104 LAFA LAFAYETTE ACQUISITION CORP Financial Services 261,431.0 $2.6M 0.01% +72K +38.3% $10.08 +0.5%
105 FCPT FOUR CORNERS PPTY TR INC Real Estate 107,112.0 $2.6M 0.01% +32K +43.2% $24.55 +2.1%
106 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 37,508.0 $2.6M 0.01% +5K +14.6% $69.74 -13.4%
107 AI INFRASTRUCTURE ACQUISI 250,000.0 $2.6M 0.01% +100K +66.7% $10.23
108 OGN ORGANON & CO Healthcare 187,272.0 $2.5M 0.01% +123K +191.3% $13.54 +1.2%
109 NWAX NEW AMER ACQUISITION I CORP Financial Services 244,890.0 $2.5M 0.01% +200K +445.5% $10.15 +0.2%
110 EMIS EMMIS ACQUISITION CORP. Financial Services 243,706.0 $2.5M 0.01% +134K +121.5% $10.11 +1.0%
111 DRH DIAMONDROCK HOSPITALITY CO Real Estate 199,234.0 $2.4M 0.01% +57K +40.3% $12.18 +1.5%
112 SOLARIUS CAPITAL ACQU CORP 234,170.0 $2.4M 0.01% +50K +27.1% $10.26
113 JANUS LIVING INC 83,206.0 $2.4M 0.01% +63K +311.6% $28.74
114 SMA SMARTSTOP SELF STORAG REIT I Real Estate 71,808.0 $2.3M 0.01% +47K +186.8% $32.50 +4.9%
115 CHKP CHECK POINT SOFTWARE TECH LT Technology 17,555.0 $2.3M 0.01% +5K +34.8% $131.43 -3.4%
116 IRIS ACQUISITION CORP II 229,662.0 $2.3M 0.01% +150K +188.3% $9.93
117 MPT MEDICAL PROPERTIES TRUST INC Financial Services 487,817.0 $2.3M 0.01% +139K +39.9% $4.62 -12.3%
118 PEB PEBBLEBROOK HOTEL TR Real Estate 109,553.0 $2.1M 0.01% +31K +39.1% $19.41 -6.5%
119 NTST NETSTREIT CORP Real Estate 95,291.0 $2.0M 0.01% +57K +151.8% $21.13 -3.3%
120 POWL POWELL INDS INC Industrials 6,739.0 $1.9M 0.01% +4K +187.8% $286.36 -23.6%
Page 6 of 9  ·  162 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 30.4%
Utilities 11.0%
Financial Services 10.0%
Industrials 9.4%
Consumer Cyclical 8.1%
Communication Services 7.7%
Real Estate 7.5%
Healthcare 7.3%
Energy 4.0%
Consumer Defensive 3.1%