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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 25 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RS RELIANCE INC Basic Materials 12,221.0 $4.6M 0.02% -880.0 -6.7% $373.60 +1.8%
482 STE STERIS PLC Healthcare 21,662.0 $4.6M 0.02% -1K -5.2% $210.57 +12.0%
483 VRSN VERISIGN INC Technology 18,089.0 $4.6M 0.02% -1K -5.9% $251.56 +10.1%
484 MILLROSE PPTYS INC 150,830.0 $4.5M 0.02% +113K +295.6% $30.05
485 ONTO ONTO INNOVATION INC Technology 11,909.0 $4.5M 0.02% -532.0 -4.3% $378.45 -21.0%
486 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 56,390.0 $4.5M 0.02% -3K -5.5% $79.22 +5.3%
487 IP INTERNATIONAL PAPER CO Consumer Cyclical 116,956.0 $4.5M 0.02% -6K -4.9% $38.10 +5.9%
488 KHC KRAFT HEINZ CO Consumer Defensive 188,572.0 $4.5M 0.02% -10K -5.0% $23.62 +8.3%
489 FIS FIDELITY NATL INFORMATION SV Technology 114,165.0 $4.4M 0.02% -6K -5.4% $38.88 +4.4%
490 HPQ HP INC Technology 201,999.0 $4.4M 0.02% -12K -5.5% $21.94 +34.3%
491 AMCOR PLC 102,120.0 $4.4M 0.02% -6K -5.1% $43.35
492 SKT TANGER INC Real Estate 110,837.0 $4.4M 0.02% +31K +39.2% $39.47 -3.1%
493 DOW DOW HLDGS INC Basic Materials 159,192.0 $4.4M 0.02% -8K -4.8% $27.36 +20.2%
494 ULTA ULTA BEAUTY INC Consumer Cyclical 9,621.0 $4.3M 0.02% -713.0 -6.9% $450.98 +14.2%
495 ROKU ROKU INC Communication Services 31,408.0 $4.3M 0.02% NEW $138.14 +13.7%
496 RAMP LIVERAMP HLDGS INC Technology 114,969.0 $4.3M 0.02% +99K +636.5% $37.64 +0.0%
497 EL LAUDER ESTEE COS INC Consumer Defensive 54,619.0 $4.3M 0.02% -3K -5.2% $78.95 +21.8%
498 EPR EPR PPTYS Real Estate 74,176.0 $4.3M 0.02% +21K +40.0% $58.01 +5.5%
499 LEN LENNAR CORP Consumer Cyclical 47,542.0 $4.3M 0.02% -3K -5.4% $90.49 -5.6%
500 STZ CONSTELLATION BRANDS INC Consumer Defensive 30,803.0 $4.3M 0.02% -2K -5.8% $139.09 -3.6%
Page 25 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%