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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 41 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SOLARIUS CAPITAL ACQU CORP 234,170.0 $2.4M 0.01% +50K +27.1% $10.26
802 EHC ENCOMPASS HEALTH CORP Healthcare 23,748.0 $2.4M 0.01% -1K -5.8% $101.08 +19.9%
803 BAIN CAP GSS INVT CORP 233,150.0 $2.4M 0.01% $10.27
804 JANUS LIVING INC 83,206.0 $2.4M 0.01% +63K +311.6% $28.74
805 FIVE FIVE BELOW INC Consumer Cyclical 13,238.0 $2.4M 0.01% -582.0 -4.2% $179.79 +34.3%
806 CNH INDL N V 210,762.0 $2.4M 0.01% -11K -5.0% $11.23
807 AMKR AMKOR TECHNOLOGY INC Technology 27,297.0 $2.4M 0.01% -1K -4.2% $86.23 -41.0%
808 SOUTHSTATE BK CORP 23,382.0 $2.3M 0.01% -1K -5.9% $99.90
809 SMA SMARTSTOP SELF STORAG REIT I Real Estate 71,808.0 $2.3M 0.01% +47K +186.8% $32.50 +5.9%
810 PODD INSULET CORP Healthcare 15,299.0 $2.3M 0.01% -1K -6.6% $152.25 -3.9%
811 CFR CULLEN FROST BANKERS INC Financial Services 15,034.0 $2.3M 0.01% -802.0 -5.1% $154.52 +7.0%
812 KRYS KRYSTAL BIOTECH INC Healthcare 6,222.0 $2.3M 0.01% -160.0 -2.5% $371.67 -8.6%
813 AFG AMERICAN FINANCIAL GROUP INC Financial Services 16,510.0 $2.3M 0.01% -835.0 -4.8% $139.94 +2.1%
814 CHKP CHECK POINT SOFTWARE TECH LT Technology 17,555.0 $2.3M 0.01% +5K +34.8% $131.43 -0.8%
815 FOXA FOX CORP Communication Services 44,060.0 $2.3M 0.01% -3K -5.8% $52.16 +30.9%
816 OSK OSHKOSH CORP Industrials 14,927.0 $2.3M 0.01% -922.0 -5.8% $153.48 +1.1%
817 IRIS ACQUISITION CORP II 229,662.0 $2.3M 0.01% +150K +188.3% $9.93
818 FLS FLOWSERVE CORP Industrials 30,597.0 $2.3M 0.01% -1K -3.9% $74.16 +6.3%
819 TTC TORO CO Industrials 23,206.0 $2.3M 0.01% -1K -5.0% $97.42 +0.2%
820 MPT MEDICAL PROPERTIES TRUST INC Financial Services 487,817.0 $2.3M 0.01% +139K +39.9% $4.62 -11.3%
Page 41 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%