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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 49 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 LAD LITHIA MTRS INC Consumer Cyclical 5,460.0 $1.6M 0.01% -616.0 -10.1% $290.49 +28.7%
962 DVA DAVITA INC Healthcare 7,090.0 $1.6M 0.01% -690.0 -8.9% $222.48 -20.9%
963 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 18,835.0 $1.6M 0.01% -1K -5.1% $83.48 +9.6%
964 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 28,559.0 $1.6M 0.01% -2K -5.1% $54.90 -17.0%
965 PROCAP ACQUISITION CORP 152,330.0 $1.6M 0.01% NEW $10.28
966 SIMO SILICON MOTION TECHNOLOGY CO Technology 4,684.0 $1.6M 0.01% +847.0 +22.1% $333.33 -26.8%
967 AOS SMITH A O CORP Industrials 24,730.0 $1.6M 0.01% -1K -5.6% $62.72 +0.4%
968 IFS INTERCORP FINL SVCS INC Financial Services 27,106.0 $1.5M 0.01% $56.96 -4.9%
969 IESC IES HOLDINGS INC Industrials 2,099.0 $1.5M 0.01% NEW $734.66 -6.8%
970 CHRD CHORD ENERGY CORPORATION Energy 13,478.0 $1.5M 0.01% -770.0 -5.4% $114.30 +31.9%
971 ENPH ENPHASE ENERGY INC Energy 31,254.0 $1.5M 0.01% -1K -3.4% $49.24 -22.5%
972 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 25,878.0 $1.5M 0.01% -1K -4.2% $59.36 -6.7%
973 JHG JANUS HENDERSON GROUP PLC Financial Services 29,510.0 $1.5M 0.01% -1K -4.5% $51.95 -0.0%
974 MRCY MERCURY SYS INC Industrials 12,530.0 $1.5M 0.01% -530.0 -4.1% $122.33 -23.4%
975 CAG CONAGRA BRANDS INC Consumer Defensive 113,453.0 $1.5M 0.01% +2K +1.8% $13.46 +20.1%
976 DHC DIVERSIFIED HEALTHCARE TR Real Estate 163,537.0 $1.5M 0.01% +65K +65.6% $9.30 -13.3%
977 VSEC VSE CORP Industrials 6,653.0 $1.5M 0.01% -468.0 -6.6% $228.50 -4.4%
978 MSA MSA SAFETY INC Industrials 8,687.0 $1.5M 0.01% -445.0 -4.9% $174.58 +9.0%
979 UCTT ULTRA CLEAN HLDGS INC Technology 10,630.0 $1.5M 0.01% -594.0 -5.3% $142.59 -49.1%
980 UBSI UNITED BANKSHARES INC WEST V Financial Services 32,912.0 $1.5M 0.01% -2K -5.9% $45.83 +3.8%
Page 49 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%