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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 20 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IJH ISHARES TR 86,607.0 $6.7M 0.03% -66K -43.2% $77.11 -1.0%
382 DOV DOVER CORP Industrials 29,743.0 $6.7M 0.03% -2K -5.3% $224.28 -10.9%
383 CNC CENTENE CORP DEL Healthcare 103,613.0 $6.7M 0.03% -5K -4.8% $64.19 -0.1%
384 NVT NVENT ELEC PLC Industrials 38,716.0 $6.6M 0.03% -2K -4.2% $169.61 -9.0%
385 ENTG ENTEGRIS INC Technology 36,509.0 $6.6M 0.03% -2K -4.1% $179.86 -19.6%
386 CFG CITIZENS FINL GROUP INC Financial Services 93,403.0 $6.5M 0.03% -6K -5.7% $70.07 -0.5%
387 TPR TAPESTRY INC Consumer Cyclical 44,626.0 $6.5M 0.03% -3K -5.4% $146.38 -11.3%
388 SHOP SHOPIFY INC Technology 57,053.0 $6.5M 0.03% -15K -20.6% $114.18 +28.9%
389 CASY CASEYS GEN STORES INC Consumer Cyclical 8,163.0 $6.5M 0.03% -1K -12.1% $794.79 +4.2%
390 EXPE EXPEDIA GROUP INC Consumer Cyclical 25,290.0 $6.5M 0.03% -2K -7.2% $255.88 +26.7%
391 INGERSOLL RAND INC 78,657.0 $6.4M 0.03% -4K -5.1% $81.99
392 ATI ATI INC Industrials 32,671.0 $6.4M 0.03% -1K -4.0% $197.10 +6.1%
393 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 100,473.0 $6.4M 0.03% -6K -5.4% $64.01 +15.7%
394 LYV LIVE NATION ENTERTAINMENT IN Communication Services 34,952.0 $6.4M 0.03% -2K -5.0% $183.11 -0.6%
395 AWR AMER STATES WTR CO Utilities 77,366.0 $6.4M 0.03% -1K -1.4% $82.63 +8.1%
396 ILMN ILLUMINA INC Healthcare 36,222.0 $6.4M 0.03% -2K -5.5% $175.83 +21.3%
397 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 212,027.0 $6.3M 0.03% +71K +50.0% $29.85 +4.4%
398 TECHNIPFMC PLC 95,450.0 $6.3M 0.03% -6K -5.8% $66.30
399 CINF CINCINNATI FINL CORP Financial Services 34,166.0 $6.3M 0.03% -2K -6.0% $185.14 -9.2%
400 HAL HALLIBURTON CO Energy 184,517.0 $6.3M 0.03% -11K -5.4% $33.95 +5.1%
Page 20 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%