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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 31 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 DISCIPLINED GROWTH 356,500.0 $3.6M 0.02% NEW $10.04
602 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15,771.0 $3.6M 0.02% -865.0 -5.2% $226.81 -19.2%
603 NHI NATIONAL HEALTH INVS INC Real Estate 46,893.0 $3.6M 0.02% +26K +121.7% $76.26 -3.8%
604 HE HAWAIIAN ELEC INDS INC MTN B Utilities 263,742.0 $3.6M 0.02% -29K -9.8% $13.53 -15.0%
605 APLE APPLE HOSPITALITY REIT INC Real Estate 212,273.0 $3.6M 0.02% +57K +36.8% $16.81 -0.8%
606 TSN TYSON FOODS INC Consumer Defensive 62,313.0 $3.6M 0.02% -3K -5.2% $57.25 +2.1%
607 EQV VENTURES AC CORP. II 350,000.0 $3.6M 0.02% $10.18
608 CLH CLEAN HARBORS INC Industrials 11,892.0 $3.6M 0.02% -692.0 -5.5% $298.75 +5.8%
609 MCKINLEY ACQUISITION CORP 350,000.0 $3.6M 0.02% $10.15
610 KARBON CAP PARTNERS CORP 350,000.0 $3.5M 0.02% $10.10
611 NDSN NORDSON CORP Industrials 11,705.0 $3.5M 0.02% -622.0 -5.0% $301.69 +10.1%
612 TXT TEXTRON INC Industrials 38,407.0 $3.5M 0.02% -2K -5.3% $91.73 -9.6%
613 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 350,000.0 $3.5M 0.02% $10.06 +0.8%
614 ALB ALBEMARLE CORP Basic Materials 26,049.0 $3.5M 0.02% -1K -5.1% $135.03 +6.1%
615 ALUB ALUSSA ENERGY ACQUISIT CORP Financial Services 349,998.0 $3.5M 0.02% $10.04 +1.1%
616 CSL CARLISLE COS INC Industrials 9,665.0 $3.5M 0.02% -555.0 -5.4% $362.75 +1.4%
617 BR BROADRIDGE FINL SOLUTIONS IN Technology 25,546.0 $3.5M 0.02% -2K -6.1% $136.95 +33.0%
618 AACI ARMADA ACQUISITION CORP III Financial Services 350,000.0 $3.5M 0.02% NEW $9.99 +0.5%
619 LAFAYETTE DIGITAL ACQUISITIO 350,000.0 $3.5M 0.02% $9.97
620 LECO LINCOLN ELEC HLDGS INC Industrials 13,116.0 $3.5M 0.02% -671.0 -4.9% $265.51 +6.1%
Page 31 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 31.1%
Utilities 11.2%
Financial Services 10.0%
Industrials 9.6%
Consumer Cyclical 8.2%
Real Estate 7.6%
Healthcare 7.5%
Communication Services 5.9%
Energy 4.1%
Consumer Defensive 3.2%