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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 23 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IEX IDEX CORP Industrials 16,348.0 $3.7M 0.02% -1K -6.2% $226.95 +3.3%
442 CF CF INDUSTRIES HOLD Basic Materials 33,932.0 $3.7M 0.02% -2K -6.6% $108.26 +9.9%
443 BALL BALL CORP Consumer Cyclical 58,807.0 $3.7M 0.02% -4K -5.8% $62.40 +0.4%
444 TSCO TRACTOR SUPPLY CO Consumer Cyclical 115,837.0 $3.7M 0.02% -7K -5.9% $31.61 +12.1%
445 DY DYCOM INDS INC Industrials 7,187.0 $3.6M 0.02% -321.0 -4.3% $505.59 -20.3%
446 PINNACLE FINL PARTNERS INC 36,006.0 $3.6M 0.02% -2K -4.5% $100.88
447 MAS MASCO CORP Industrials 44,558.0 $3.6M 0.02% -3K -6.0% $81.37 -7.5%
448 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 15,021.0 $3.6M 0.02% -204.0 -1.3% $240.97 +4.6%
449 SMTC SEMTECH CORP Technology 22,292.0 $3.6M 0.02% -593.0 -2.6% $161.85 -22.5%
450 GPC GENUINE PARTS CO Consumer Cyclical 30,398.0 $3.6M 0.02% -2K -6.2% $117.98 +14.0%
451 DTM DT MIDSTREAM INC Energy 24,422.0 $3.6M 0.02% -1K -4.1% $146.74 -9.7%
452 NU NU HLDGS LTD Financial Services 268,207.0 $3.6M 0.02% -83K -23.6% $13.36 +9.4%
453 ARMK ARAMARK Industrials 62,952.0 $3.6M 0.02% -3K -4.4% $56.90 +5.1%
454 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15,771.0 $3.6M 0.02% -865.0 -5.2% $226.81 -15.7%
455 HE HAWAIIAN ELEC INDS INC MTN B Utilities 263,742.0 $3.6M 0.02% -29K -9.8% $13.53 -13.5%
456 TSN TYSON FOODS INC Consumer Defensive 62,313.0 $3.6M 0.02% -3K -5.2% $57.25 +2.3%
457 CLH CLEAN HARBORS INC Industrials 11,892.0 $3.6M 0.02% -692.0 -5.5% $298.75 +8.9%
458 NDSN NORDSON CORP Industrials 11,705.0 $3.5M 0.02% -622.0 -5.0% $301.69 +2.7%
459 TXT TEXTRON INC Industrials 38,407.0 $3.5M 0.02% -2K -5.3% $91.73 -5.9%
460 ALB ALBEMARLE CORP Basic Materials 26,049.0 $3.5M 0.02% -1K -5.1% $135.03 -0.6%
Page 23 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%