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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 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LTC LTC PPTYS INC Real Estate 48,367.0 $1.9M 0.01% +15K +46.5% $38.45 +5.4%
122 GTY GETTY RLTY CORP NEW Real Estate 55,639.0 $1.9M 0.01% +18K +46.7% $33.36 -0.9%
123 KGS KODIAK GAS SVCS INC Energy 23,213.0 $1.7M 0.01% +3K +12.9% $75.13 -12.0%
124 IIPR INNOVATIVE INDL PPTYS INC Real Estate 27,816.0 $1.7M 0.01% +8K +43.1% $61.98 -10.0%
125 ACMR ACM RESH INC Technology 13,532.0 $1.7M 0.01% +358.0 +2.7% $126.89 -32.5%
126 GNL GLOBAL NET LEASE INC Real Estate 186,154.0 $1.7M 0.01% +48K +34.9% $8.94 -1.5%
127 SIMO SILICON MOTION TECHNOLOGY CO Technology 4,684.0 $1.6M 0.01% +847.0 +22.1% $333.33 -18.2%
128 CAG CONAGRA BRANDS INC Consumer Defensive 113,453.0 $1.5M 0.01% +2K +1.8% $13.46 +15.5%
129 DHC DIVERSIFIED HEALTHCARE TR Real Estate 163,537.0 $1.5M 0.01% +65K +65.6% $9.30 -10.9%
130 RLX RLX TECHNOLOGY INC Consumer Defensive 696,959.0 $1.3M 0.01% +439K +170.2% $1.90 -1.6%
131 IMCR IMMUNOCORE HLDGS PLC Healthcare 39,532.0 $1.3M 0.01% +8K +24.8% $31.75 +10.4%
132 FUTURECREST ACQUISITION CORP 121,824.0 $1.3M 0.01% +92K +303.4% $10.30
133 OUTFRONT MEDIA INC 36,324.0 $1.2M 0.01% +343.0 +0.9% $32.76
134 HIMX HIMAX TECHNOLOGIES INC Technology 77,326.0 $1.2M 0.01% +15K +23.9% $15.34 +0.5%
135 AAT AMERICAN ASSETS TR INC Real Estate 47,481.0 $1.2M 0.01% +12K +35.2% $24.69 -8.3%
136 SHC SOTERA HEALTH CO Healthcare 63,491.0 $1.1M 0.01% +5K +8.8% $17.75 +5.9%
137 RLJ RLJ LODGING TR Real Estate 91,165.0 $1.1M 0.01% +35K +63.3% $11.85 -6.6%
138 DEA EASTERLY GOVT PPTYS INC Real Estate 42,964.0 $1.1M 0.01% +13K +43.6% $24.93 -1.6%
139 CPB THE CAMPBELLS COMPANY Consumer Defensive 46,662.0 $1.0M 0.01% +826.0 +1.8% $22.27 +1.8%
140 CWEN CLEARWAY ENERGY INC Utilities 28,733.0 $982K 0.01% +8K +36.9% $34.18 -0.1%
Page 7 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%