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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 36 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PTCT PTC THERAPEUTICS INC Healthcare 19,670.0 $1.6M 0.01% -185.0 -0.9% $81.57 -14.4%
702 ORA ORMAT TECHNOLOGIES INC Utilities 14,712.0 $1.6M 0.01% -517.0 -3.4% $108.90 -0.5%
703 BRKR BRUKER CORP Healthcare 26,604.0 $1.6M 0.01% -1K -4.3% $60.18 -1.0%
704 HRL HORMEL FOODS CORP Consumer Defensive 64,418.0 $1.6M 0.01% -3K -5.2% $24.82 -3.8%
705 NOV NOV INC Energy 85,919.0 $1.6M 0.01% -4K -4.8% $18.55 +10.1%
706 GBCI GLACIER BANCORP INC NEW Financial Services 30,845.0 $1.6M 0.01% -1K -4.3% $51.58 -8.4%
707 LKQ LKQ CORP Consumer Cyclical 60,420.0 $1.6M 0.01% -3K -4.5% $26.33 -2.1%
708 LAD LITHIA MTRS INC Consumer Cyclical 5,460.0 $1.6M 0.01% -616.0 -10.1% $290.49 +27.6%
709 DVA DAVITA INC Healthcare 7,090.0 $1.6M 0.01% -690.0 -8.9% $222.48 -21.9%
710 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 18,835.0 $1.6M 0.01% -1K -5.1% $83.48 +0.7%
711 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 28,559.0 $1.6M 0.01% -2K -5.1% $54.90 -18.9%
712 AOS SMITH A O CORP Industrials 24,730.0 $1.6M 0.01% -1K -5.6% $62.72 +0.6%
713 CHRD CHORD ENERGY CORPORATION Energy 13,478.0 $1.5M 0.01% -770.0 -5.4% $114.30 +29.4%
714 ENPH ENPHASE ENERGY INC Energy 31,254.0 $1.5M 0.01% -1K -3.4% $49.24 -21.6%
715 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 25,878.0 $1.5M 0.01% -1K -4.2% $59.36 -8.6%
716 JHG JANUS HENDERSON GROUP PLC Financial Services 29,510.0 $1.5M 0.01% -1K -4.5% $51.95 -0.0%
717 MRCY MERCURY SYS INC Industrials 12,530.0 $1.5M 0.01% -530.0 -4.1% $122.33 -25.3%
718 VSEC VSE CORP Industrials 6,653.0 $1.5M 0.01% -468.0 -6.6% $228.50 -4.8%
719 MSA MSA SAFETY INC Industrials 8,687.0 $1.5M 0.01% -445.0 -4.9% $174.58 +8.5%
720 UCTT ULTRA CLEAN HLDGS INC Technology 10,630.0 $1.5M 0.01% -594.0 -5.3% $142.59 -46.4%
Page 36 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 31.1%
Utilities 11.2%
Financial Services 10.0%
Industrials 9.6%
Consumer Cyclical 8.2%
Real Estate 7.6%
Healthcare 7.5%
Communication Services 5.9%
Energy 4.1%
Consumer Defensive 3.2%