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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 47 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 LPCV LAUNCHPAD CADENZA ACQU CORP Financial Services 173,621.0 $1.7M 0.01% NEW $10.00 +0.2%
922 RGEN REPLIGEN CORP Healthcare 12,694.0 $1.7M 0.01% -564.0 -4.2% $136.44 +32.1%
923 KNSL KINSALE CAP GROUP INC Financial Services 5,245.0 $1.7M 0.01% -292.0 -5.3% $329.81 +15.6%
924 LNTH LANTHEUS HLDGS INC Healthcare 15,587.0 $1.7M 0.01% -1K -6.2% $110.94 -9.6%
925 LUMN LUMEN TECHNOLOGIES INC Communication Services 224,776.0 $1.7M 0.01% -9K -3.7% $7.68 -21.7%
926 IIPR INNOVATIVE INDL PPTYS INC Real Estate 27,816.0 $1.7M 0.01% +8K +43.1% $61.98 -8.5%
927 AGCO AGCO CORP Industrials 14,388.0 $1.7M 0.01% -669.0 -4.4% $119.70 -13.1%
928 TGTX TG THERAPEUTICS INC Healthcare 31,255.0 $1.7M 0.01% -2K -7.0% $54.94 -8.0%
929 ACMR ACM RESH INC Technology 13,532.0 $1.7M 0.01% +358.0 +2.7% $126.89 -38.1%
930 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,264.0 $1.7M 0.01% -182.0 -4.1% $401.84 -0.8%
931 MIDD MIDDLEBY CORP Industrials 9,958.0 $1.7M 0.01% -2K -14.2% $172.01 -34.6%
932 EAT BRINKER INTL INC Consumer Cyclical 10,170.0 $1.7M 0.01% -600.0 -5.6% $168.00 +38.8%
933 TTD THE TRADE DESK INC Technology 94,313.0 $1.7M 0.01% -8K -8.1% $18.08 -26.3%
934 ETSY INC 22,503.0 $1.7M 0.01% -2K -7.8% $75.33
935 JXN JACKSON FINANCIAL INC Financial Services 16,538.0 $1.7M 0.01% -975.0 -5.6% $102.39 +26.1%
936 EXP EAGLE MATLS INC Basic Materials 7,525.0 $1.7M 0.01% -350.0 -4.4% $225.00 -9.8%
937 AROC ARCHROCK INC Energy 41,561.0 $1.7M 0.01% -2K -4.2% $40.71 -20.7%
938 GTES GATES INDL CORP PLC Industrials 60,203.0 $1.7M 0.01% -3K -4.1% $27.97 -7.4%
939 LSTR LANDSTAR SYS INC Industrials 8,122.0 $1.7M 0.01% -412.0 -4.8% $206.81 -11.8%
940 FAF FIRST AMERN FINL CORP Financial Services 24,395.0 $1.7M 0.01% -1K -4.5% $68.59 +5.0%
Page 47 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%