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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 12 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CAH CARDINAL HEALTH INC Healthcare 51,730.0 $12.3M 0.06% -3K -5.6% $237.56 -0.9%
222 AME AMETEK INC Industrials 50,625.0 $12.2M 0.06% -3K -5.6% $241.94 +3.4%
223 FAST FASTENAL CO Industrials 253,570.0 $12.2M 0.06% -14K -5.2% $48.03 +7.3%
224 ROK ROCKWELL AUTOMATION INC Industrials 24,577.0 $12.2M 0.06% -2K -6.1% $495.08 -12.0%
225 BKR BAKER HUGHES COMPANY Energy 219,121.0 $12.2M 0.06% -11K -4.8% $55.50 +16.5%
226 CENCORA INC 42,973.0 $12.2M 0.06% -2K -5.2% $282.98
227 APOS APOLLO GLOBAL MGMT INC Financial Services 101,870.0 $12.1M 0.06% -6K -5.8% $118.31 -78.5%
228 F FORD MTR CO Consumer Cyclical 864,461.0 $12.0M 0.06% -48K -5.3% $13.90 +0.3%
229 LHX L3HARRIS TECHNOLOGIES INC Industrials 41,148.0 $12.0M 0.06% -2K -5.4% $290.59 -2.7%
230 AFL AFLAC INC Financial Services 101,179.0 $11.9M 0.06% -8K -7.0% $117.25 +3.9%
231 FN FABRINET Technology 20,903.0 $11.7M 0.06% -2K -8.4% $562.08 -16.1%
232 AZO AUTOZONE INC Consumer Cyclical 3,639.0 $11.6M 0.06% -220.0 -5.7% $3195.94 -2.5%
233 EW EDWARDS LIFESCIENCES CORP Healthcare 127,179.0 $11.5M 0.06% -8K -5.9% $90.46 +1.2%
234 FITB FIFTH THIRD BANCORP Financial Services 200,178.0 $11.3M 0.06% -9K -4.5% $56.37 +1.8%
235 NUE NUCOR CORP Basic Materials 50,302.0 $11.2M 0.05% -3K -5.6% $222.75 +18.8%
236 EBAY EBAY INC. Consumer Cyclical 98,068.0 $11.0M 0.05% -7K -6.9% $111.75 -8.0%
237 MCHP MICROCHIP TECHNOLOGY INC. Technology 119,522.0 $10.9M 0.05% -7K -5.2% $91.20 -15.7%
238 NKE NIKE INC Consumer Cyclical 264,937.0 $10.9M 0.05% -13K -4.5% $41.05 -1.2%
239 NVMI NOVA LTD Technology 19,962.0 $10.8M 0.05% -186.0 -0.9% $542.94 -28.2%
240 HUM HUMANA INC Healthcare 26,518.0 $10.5M 0.05% -2K -5.6% $397.22 -3.4%
Page 12 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%