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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 53 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 GSL GLOBAL SHIP LEASE INC Industrials 34,244.0 $1.3M 0.01% $37.60 +15.6%
1042 BCPC BALCHEM CORP Basic Materials 7,619.0 $1.3M 0.01% -390.0 -4.9% $168.95 +6.7%
1043 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 136,559.0 $1.3M 0.01% -6K -4.5% $9.39 +19.0%
1044 HOMB HOME BANCSHARES INC Financial Services 44,843.0 $1.3M 0.01% -993.0 -2.2% $28.55 +6.5%
1045 OZK BANK OZK LITTLE ROCK ARK Financial Services 24,567.0 $1.3M 0.01% -1K -5.5% $52.09 -5.0%
1046 PRIM PRIMORIS SVCS CORP Industrials 12,866.0 $1.3M 0.01% -496.0 -3.7% $99.12 -19.4%
1047 AVAV AEROVIRONMENT INC Industrials 7,720.0 $1.3M 0.01% -250.0 -3.1% $165.07 +4.6%
1048 BIO BIO RAD LABS INC Healthcare 4,312.0 $1.3M 0.01% -244.0 -5.4% $293.61 +24.1%
1049 MARA MARA HOLDINGS INC Financial Services 90,412.0 $1.3M 0.01% -3K -3.3% $13.89 -30.5%
1050 IMCR IMMUNOCORE HLDGS PLC Healthcare 39,532.0 $1.3M 0.01% +8K +24.8% $31.75 +16.1%
1051 FUTURECREST ACQUISITION CORP 121,824.0 $1.3M 0.01% +92K +303.4% $10.30
1052 TREX TREX INC Industrials 24,874.0 $1.2M 0.01% -2K -7.4% $50.04 -3.5%
1053 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 10,095.0 $1.2M 0.01% -411.0 -3.9% $123.29 +8.1%
1054 RITM RITHM CAPITAL CORP Real Estate 132,394.0 $1.2M 0.01% -5K -3.7% $9.39 +10.5%
1055 PAYC PAYCOM SOFTWARE INC Technology 9,841.0 $1.2M 0.01% -2K -18.6% $125.68 +76.8%
1056 NXST NEXSTAR MEDIA GROUP INC Communication Services 6,872.0 $1.2M 0.01% -270.0 -3.8% $178.59 +4.9%
1057 UFPI UFP INDUSTRIES INC Basic Materials 13,521.0 $1.2M 0.01% -1K -7.4% $90.74 -0.4%
1058 INSTALLED BLDG PRODS INC 5,334.0 $1.2M 0.01% -267.0 -4.8% $229.84
1059 CMRE COSTAMARE INC Industrials 86,993.0 $1.2M 0.01% $14.02 +7.9%
1060 ACIW ACI WORLDWIDE INC Technology 24,108.0 $1.2M 0.01% -1K -5.4% $50.29 +3.3%
Page 53 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%