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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 15 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AMH AMERICAN HOMES 4 RENT Real Estate 326,189.0 $10.9M 0.05% +89K +37.6% $33.52 +0.4%
282 SUI SUN CMNTYS INC Real Estate 91,114.0 $10.9M 0.05% +35K +63.6% $119.91 +0.2%
283 MCHP MICROCHIP TECHNOLOGY INC. Technology 119,522.0 $10.9M 0.05% -7K -5.2% $91.20 -14.3%
284 NKE NIKE INC Consumer Cyclical 264,937.0 $10.9M 0.05% -13K -4.5% $41.05 -2.4%
285 NJR NEW JERSEY RES CORP Utilities 193,937.0 $10.9M 0.05% +15K +8.1% $56.04 -0.9%
286 NVMI NOVA LTD Technology 19,962.0 $10.8M 0.05% -186.0 -0.9% $542.94 -28.0%
287 EGP EASTGROUP PPTYS INC Real Estate 52,706.0 $10.7M 0.05% +15K +40.9% $202.53 -0.2%
288 HUM HUMANA INC Healthcare 26,518.0 $10.5M 0.05% -2K -5.6% $397.22 -3.8%
289 DVN DEVON ENERGY CORP NEW Energy 254,656.0 $10.5M 0.05% +135K +113.1% $41.32 +15.8%
290 CVNA CARVANA CO Consumer Cyclical 158,209.0 $10.4M 0.05% +125K +380.2% $65.82 -1.2%
291 STT STATE STR CORP Financial Services 61,130.0 $10.4M 0.05% -4K -6.0% $169.60 +13.1%
292 RYANAIR HOLDINGS PLC 159,695.0 $10.3M 0.05% -108K -40.4% $64.75
293 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 194,915.0 $10.3M 0.05% +49K +33.1% $52.85 -13.3%
294 FRT FEDERAL RLTY INVT TR NEW Real Estate 83,304.0 $10.3M 0.05% +26K +46.2% $123.44 -4.8%
295 EA ELECTRONIC ARTS INC Communication Services 49,747.0 $10.2M 0.05% -3K -5.2% $205.04 +2.3%
296 MET METLIFE INC Financial Services 119,379.0 $10.1M 0.05% -9K -6.9% $84.61 +14.3%
297 BXP BXP INC Real Estate 151,023.0 $10.0M 0.05% +45K +42.0% $66.31 -0.2%
298 AXON AXON ENTERPRISE INC Industrials 17,803.0 $10.0M 0.05% -579.0 -3.1% $560.61 +10.6%
299 PBR PETROLEO BRASILEIRO S A Energy 617,094.0 $10.0M 0.05% +30K +5.2% $16.16 +12.5%
300 TLN TALEN ENERGY CORP Utilities 25,868.0 $9.9M 0.05% -29K -52.8% $384.26 -17.3%
Page 15 of 88  ·  1,759 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%