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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 38 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SAIA SAIA INC Industrials 6,385.0 $2.7M 0.01% -291.0 -4.4% $421.16 -14.0%
742 VMI VALMONT INDS INC Industrials 4,648.0 $2.7M 0.01% -288.0 -5.8% $577.60 -15.7%
743 OAKTREE ACQUISITION CORP III 250,000.0 $2.7M 0.01% $10.70
744 VIAV VIAVI SOLUTIONS INC Technology 55,998.0 $2.7M 0.01% -1K -2.1% $47.75 -18.9%
745 EWC ISHARES INC 46,350.0 $2.7M 0.01% $57.64 +8.1%
746 ALLE ALLEGION PLC Industrials 18,981.0 $2.7M 0.01% -1K -5.3% $140.49 +16.3%
747 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 30,570.0 $2.7M 0.01% -2K -6.8% $87.22 +9.4%
748 SJM SMUCKER J M CO Consumer Defensive 23,556.0 $2.7M 0.01% -1K -5.2% $112.50 +10.3%
749 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 46,273.0 $2.6M 0.01% -2K -3.9% $57.22 +16.4%
750 PK PARK HOTELS & RESORTS INC Real Estate 185,753.0 $2.6M 0.01% +51K +38.3% $14.25 +10.6%
751 AGX ARGAN INC Industrials 3,310.0 $2.6M 0.01% -121.0 -3.5% $798.55 -36.3%
752 LULU LULULEMON ATHLETICA INC Consumer Cyclical 23,129.0 $2.6M 0.01% -2K -7.0% $114.18 +5.3%
753 LAFA LAFAYETTE ACQUISITION CORP Financial Services 261,431.0 $2.6M 0.01% +72K +38.3% $10.08 +0.7%
754 TRMB TRIMBLE INC Technology 51,488.0 $2.6M 0.01% -4K -7.1% $51.18 +17.7%
755 PERIMETER ACQUISITION CORP I 252,751.0 $2.6M 0.01% $10.42
756 FCPT FOUR CORNERS PPTY TR INC Real Estate 107,112.0 $2.6M 0.01% +32K +43.2% $24.55 +2.5%
757 CHTR CHARTER COMMUNICATIONS INC Communication Services 18,472.0 $2.6M 0.01% -2K -7.9% $142.21 +6.0%
758 CR CRANE COMPANY Industrials 11,751.0 $2.6M 0.01% -516.0 -4.2% $223.07 -6.3%
759 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 37,508.0 $2.6M 0.01% +5K +14.6% $69.74 -14.7%
760 CG CARLYLE GROUP INC Financial Services 62,049.0 $2.6M 0.01% -3K -4.6% $42.11 +16.0%
Page 38 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%