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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 26 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 LVS LAS VEGAS SANDS CORP Consumer Cyclical 65,858.0 $3.0M 0.01% -5K -6.5% $46.19 -0.5%
502 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 15,736.0 $3.0M 0.01% -837.0 -5.0% $193.23 +4.1%
503 GEN GEN DIGITAL INC Technology 121,735.0 $3.0M 0.01% -7K -5.2% $24.89 +13.2%
504 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 38,901.0 $3.0M 0.01% -2K -4.4% $77.87 -10.9%
505 GGG GRACO INC Industrials 39,733.0 $3.0M 0.01% -2K -4.3% $75.61 +8.1%
506 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 57,036.0 $3.0M 0.01% -3K -4.9% $52.65 +29.4%
507 AIT APPLIED INDL TECHNOLOGIES IN Industrials 8,848.0 $3.0M 0.01% -498.0 -5.3% $338.15 +0.6%
508 PEN PENUMBRA INC Healthcare 9,416.0 $3.0M 0.01% -413.0 -4.2% $315.75 +2.5%
509 CCK CROWN HLDGS INC Consumer Cyclical 26,453.0 $3.0M 0.01% -2K -5.8% $111.82 +4.8%
510 EQH EQUITABLE HLDGS INC Financial Services 67,396.0 $3.0M 0.01% -4K -5.0% $43.88 +11.1%
511 FORM FORMFACTOR INC Technology 18,486.0 $3.0M 0.01% -684.0 -3.6% $159.93 -27.6%
512 ELAN ELANCO ANIMAL HEALTH INC Healthcare 119,570.0 $2.9M 0.01% -5K -4.0% $24.61 -4.3%
513 AIZ ASSURANT INC Financial Services 10,944.0 $2.9M 0.01% -722.0 -6.2% $268.53 +5.0%
514 SPXC SPX TECHNOLOGIES INC Industrials 11,986.0 $2.9M 0.01% -501.0 -4.0% $245.17 -16.6%
515 FHN FIRST HORIZON CORPORATION Financial Services 113,625.0 $2.9M 0.01% -8K -6.5% $25.64 -3.7%
516 PTC PTC INC Technology 25,512.0 $2.9M 0.01% -2K -8.0% $113.61 +35.1%
517 MOOG INC 6,808.0 $2.9M 0.01% -315.0 -4.4% $423.84
518 CGNX COGNEX CORP Technology 39,841.0 $2.9M 0.01% -2K -4.0% $72.42 -17.5%
519 AER AERCAP HOLDINGS NV Industrials 19,695.0 $2.9M 0.01% -6K -22.4% $145.78 +0.7%
520 APTIV PLC 46,741.0 $2.9M 0.01% -3K -5.7% $61.38
Page 26 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%