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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 42 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BEN FRANKLIN RESOURCES INC Financial Services 67,716.0 $2.3M 0.01% -4K -5.4% $33.27 +2.1%
822 SWKS SKYWORKS SOLUTIONS INC Technology 33,221.0 $2.3M 0.01% -2K -5.2% $67.80 +0.2%
823 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 44,893.0 $2.2M 0.01% -1K -3.0% $49.86 +12.7%
824 ENSG ENSIGN GROUP INC Healthcare 13,876.0 $2.2M 0.01% -575.0 -4.0% $160.30 +12.2%
825 HALO HALOZYME THERAPEUTICS INC Healthcare 28,396.0 $2.2M 0.01% -1K -3.6% $78.27 +35.6%
826 COLB COLUMBIA BKG SYS INC Financial Services 69,305.0 $2.2M 0.01% -5K -6.4% $32.05 -3.8%
827 TKR TIMKEN CO Industrials 15,140.0 $2.2M 0.01% -742.0 -4.7% $145.32 -14.3%
828 ORI OLD REP INTL CORP Financial Services 53,643.0 $2.2M 0.01% -3K -6.0% $40.92 +2.2%
829 BROS DUTCH BROS INC Consumer Cyclical 30,545.0 $2.2M 0.01% -1K -4.0% $71.81 -31.2%
830 GAMESTOP CORP 98,755.0 $2.2M 0.01% -5K -4.4% $22.08
831 CNM CORE & MAIN INC Industrials 45,042.0 $2.2M 0.01% -2K -4.8% $48.25 -7.9%
832 MUSA MURPHY USA INC Consumer Cyclical 4,024.0 $2.2M 0.01% -209.0 -4.9% $538.87 +5.8%
833 JKHY HENRY JACK & ASSOC INC Technology 15,693.0 $2.2M 0.01% -1K -6.7% $137.74 +19.8%
834 KENSINGTON CAP ACQUISITION 202,000.0 $2.2M 0.01% NEW $10.67
835 ESE ESCO TECHNOLOGIES INC Technology 6,143.0 $2.2M 0.01% -261.0 -4.1% $350.04 -18.7%
836 ACM AECOM Industrials 30,769.0 $2.1M 0.01% -2K -5.0% $69.80 -6.6%
837 GLOBUS MED INC 27,127.0 $2.1M 0.01% -786.0 -2.8% $79.01
838 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 101,405.0 $2.1M 0.01% -5K -4.4% $21.11 -20.7%
839 AMG AFFILIATED MANAGERS GROUP Financial Services 6,323.0 $2.1M 0.01% -725.0 -10.3% $338.40 +4.2%
840 ONB OLD NATL BANCORP IND Financial Services 82,324.0 $2.1M 0.01% -5K -5.3% $25.90 -0.3%
Page 42 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%