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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 9 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WTRG ESSENTIAL UTILS INC Utilities 456,080.0 $17.5M 0.09% -47K -9.4% $38.31 +3.9%
162 SHW SHERWIN WILLIAMS CO Basic Materials 50,662.0 $17.4M 0.09% -3K -5.7% $344.32 +1.6%
163 TMUS T-MOBILE US INC Communication Services 102,783.0 $17.2M 0.08% -8K -6.9% $167.73 +7.4%
164 VLO VALERO ENERGY CORP Energy 65,584.0 $17.1M 0.08% -5K -7.7% $260.44 +33.3%
165 COHR COHERENT CORP Technology 43,211.0 $17.0M 0.08% -462.0 -1.1% $394.47 -11.0%
166 ACN ACCENTURE PLC IRELAND Technology 135,602.0 $16.9M 0.08% -8K -5.4% $124.44 +36.6%
167 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 183,041.0 $16.9M 0.08% -13K -6.7% $92.09 -2.0%
168 TER TERADYNE INC Technology 34,576.0 $16.7M 0.08% -2K -5.2% $483.84 -8.4%
169 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 50,281.0 $16.6M 0.08% -3K -5.9% $330.46 -1.3%
170 MPC MARATHON PETE CORP Energy 64,481.0 $16.5M 0.08% -4K -6.2% $255.67 +40.1%
171 TDG TRANSDIGM GROUP INC Industrials 12,354.0 $16.5M 0.08% -801.0 -6.1% $1332.04 -7.1%
172 MDLZ MONDELEZ INTL INC Consumer Defensive 283,523.0 $16.4M 0.08% -15K -5.0% $57.84 +7.5%
173 CL COLGATE PALMOLIVE CO Consumer Defensive 176,740.0 $16.2M 0.08% -11K -5.9% $91.68 -1.6%
174 OGE OGE ENERGY CORP Utilities 331,579.0 $16.1M 0.08% -143K -30.1% $48.66 -2.7%
175 CI THE CIGNA GROUP Healthcare 58,428.0 $16.1M 0.08% -3K -4.8% $275.68 -0.1%
176 VSAT VIASAT INC Technology 179,238.0 $16.1M 0.08% -18K -8.9% $89.81 -9.4%
177 INTU INTUIT Technology 61,082.0 $15.9M 0.08% -4K -5.8% $261.00 +28.6%
178 URI UNITED RENTALS INC Industrials 13,837.0 $15.7M 0.08% -838.0 -5.7% $1132.89 +2.8%
179 AON AON PLC Financial Services 47,173.0 $15.6M 0.08% -3K -5.6% $331.69 +4.7%
180 ITW ILLINOIS TOOL WKS INC Industrials 57,826.0 $15.6M 0.08% -3K -5.3% $270.47 +6.2%
Page 9 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%