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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 33 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BWA BORGWARNER INC Consumer Cyclical 49,105.0 $3.3M 0.02% -3K -5.3% $66.40 +2.1%
642 MLI MUELLER INDS INC Industrials 26,471.0 $3.3M 0.02% -1K -4.8% $122.93 -48.6%
643 LAMR LAMAR ADVERTISING CO Real Estate 20,841.0 $3.3M 0.02% -923.0 -4.2% $155.98 -3.3%
644 SANM SANMINA CORP Technology 12,831.0 $3.2M 0.02% -673.0 -5.0% $253.08 -25.4%
645 HIW HIGHWOODS PPTYS INC Real Estate 107,499.0 $3.2M 0.02% +31K +40.9% $30.16 +4.1%
646 NTNX NUTANIX INC Technology 63,492.0 $3.2M 0.02% -4K -6.3% $50.96 +32.7%
647 RNR RENAISSANCERE HLDGS LTD Financial Services 10,206.0 $3.2M 0.02% -690.0 -6.3% $316.90 +2.1%
648 SWK STANLEY BLACK & DECKER INC Industrials 34,336.0 $3.2M 0.02% -2K -4.8% $94.12 +6.3%
649 AKR ACADIA RLTY TR Real Estate 154,368.0 $3.2M 0.02% +63K +68.2% $20.91 +0.7%
650 FIGX CAP ACQUISITION CORP. 313,114.0 $3.2M 0.02% $10.23
651 BUNGE GLOBAL SA 29,997.0 $3.2M 0.02% -2K -4.9% $106.73
652 JACS JACKSON ACQUISITION CO II Financial Services 300,000.0 $3.2M 0.02% $10.64 +0.8%
653 EVR EVERCORE INC Financial Services 9,261.0 $3.2M 0.01% -430.0 -4.4% $341.44 -14.5%
654 DIGITALBRIDGE GROUP INC 200,000.0 $3.2M 0.01% $15.78
655 UNM UNUM GROUP Financial Services 35,191.0 $3.1M 0.01% -3K -7.9% $89.40 -1.8%
656 TOST TOAST INC Technology 112,414.0 $3.1M 0.01% NEW $27.82 +31.7%
657 EVEREST GROUP LTD 8,740.0 $3.1M 0.01% -741.0 -7.8% $357.23
658 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 300,000.0 $3.1M 0.01% $10.40 -0.6%
659 NSA NATIONAL STORAGE AFFILIATES Real Estate 70,004.0 $3.1M 0.01% +20K +40.7% $44.47 -2.4%
660 DECK DECKERS OUTDOOR CORP Consumer Cyclical 31,353.0 $3.1M 0.01% -2K -5.2% $99.29 -7.7%
Page 33 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%