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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 10 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ECL ECOLAB INC Basic Materials 55,946.0 $15.6M 0.08% -3K -5.8% $278.61 +0.5%
182 TRV TRAVELERS COMPANIES INC Financial Services 46,968.0 $15.5M 0.07% -3K -6.8% $330.12 +11.5%
183 DASH DOORDASH INC Communication Services 83,585.0 $15.4M 0.07% -3K -4.0% $184.53 +17.2%
184 FIX COMFORT SYS USA INC Industrials 7,762.0 $15.4M 0.07% -436.0 -5.3% $1981.95 -12.3%
185 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 124,906.0 $15.4M 0.07% -7K -5.6% $123.11 +26.9%
186 SLB SLB LIMITED Energy 330,218.0 $15.4M 0.07% -18K -5.2% $46.49 +14.5%
187 GM GENERAL MTRS CO Consumer Cyclical 199,153.0 $15.4M 0.07% -11K -5.4% $77.08 +8.6%
188 CIEN CIENA CORP Technology 31,231.0 $15.3M 0.07% -2K -4.8% $490.56 -17.3%
189 EOG EOG RES INC Energy 117,643.0 $15.3M 0.07% -9K -6.9% $129.73 +14.6%
190 MSI MOTOROLA SOLUTIONS INC Technology 36,664.0 $15.2M 0.07% -2K -5.0% $415.29 +13.1%
191 FDX FEDEX CORP Industrials 48,486.0 $15.2M 0.07% -2K -3.8% $313.13 +4.9%
192 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 157,690.0 $15.2M 0.07% -8K -5.1% $96.12 -50.7%
193 ROST ROSS STORES INC Consumer Cyclical 71,154.0 $15.1M 0.07% -4K -5.6% $212.85 +11.1%
194 MCO MOODYS CORP Financial Services 33,184.0 $15.0M 0.07% -3K -7.2% $452.92 +7.3%
195 NOC NORTHROP GRUMMAN CORP Industrials 29,489.0 $15.0M 0.07% -2K -5.1% $509.31 +15.7%
196 MPWR MONOLITHIC PWR SYS INC Technology 10,851.0 $15.0M 0.07% -495.0 -4.4% $1382.36 -3.6%
197 PSX PHILLIPS 66 Energy 88,556.0 $15.0M 0.07% -5K -5.7% $169.05 +44.0%
198 TXNM ENERGY INC 263,295.0 $14.9M 0.07% -15K -5.4% $56.78
199 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 49,184.0 $14.4M 0.07% -3K -5.2% $293.18 +3.4%
200 KKR KKR & CO INC Financial Services 152,703.0 $14.0M 0.07% -7K -4.5% $91.78 +16.8%
Page 10 of 64  ·  1,279 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%