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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 47 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 10,839.0 $862K 0.00% -501.0 -4.4% $79.54 +34.4%
922 ADEA ADEIA INC Technology 26,155.0 $861K 0.00% -926.0 -3.4% $32.93 -14.7%
923 GNW GENWORTH FINL INC Financial Services 90,825.0 $860K 0.00% -8K -8.0% $9.47 +7.2%
924 LRN STRIDE INC Consumer Defensive 9,936.0 $857K 0.00% -456.0 -4.4% $86.24 -2.8%
925 CALM CAL MAINE FOODS INC Consumer Defensive 10,561.0 $851K 0.00% -516.0 -4.7% $80.56 +2.1%
926 TDS TELEPHONE & DATA SYS INC Communication Services 22,939.0 $849K 0.00% -1K -5.6% $37.01 -7.8%
927 FIRST HAWAIIAN INC 28,847.0 $845K 0.00% -1K -4.9% $29.30
928 WHD CACTUS INC Energy 16,461.0 $843K 0.00% -563.0 -3.3% $51.23 +43.2%
929 SEDG SOLAREDGE TECHNOLOGIES INC Energy 14,422.0 $843K 0.00% -366.0 -2.5% $58.44 -49.1%
930 POST POST HLDGS INC Consumer Defensive 9,548.0 $843K 0.00% -1K -9.7% $88.26 -9.2%
931 KN KNOWLES CORP Technology 20,289.0 $842K 0.00% -710.0 -3.4% $41.48 -13.6%
932 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 28,220.0 $840K 0.00% -1K -4.3% $29.75 +19.0%
933 BHE BENCHMARK ELECTRS INC Technology 8,508.0 $839K 0.00% -315.0 -3.6% $98.67 -22.9%
934 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 12,463.0 $837K 0.00% -565.0 -4.3% $67.12 -3.8%
935 BKU BANKUNITED INC Financial Services 17,235.0 $835K 0.00% -1K -6.0% $48.45 -1.7%
936 HAE HAEMONETICS CORP MASS Healthcare 11,125.0 $834K 0.00% -519.0 -4.5% $75.00 +40.9%
937 FFBC 1ST FINL BANCORP Financial Services 24,633.0 $833K 0.00% -954.0 -3.7% $33.83 +0.0%
938 PENG PENGUIN SOLUTIONS INC Technology 10,951.0 $832K 0.00% -877.0 -7.4% $76.01 -23.5%
939 CHEF CHEFS WHSE INC Consumer Defensive 8,606.0 $827K 0.00% -349.0 -3.9% $96.10 +13.3%
940 COHU COHU INC Technology 11,187.0 $827K 0.00% -360.0 -3.1% $73.91 -21.8%
Page 47 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%