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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 61 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 ITRI ITRON INC Technology 10,514.0 $910K 0.00% -812.0 -7.2% $86.53 +15.3%
1202 UMH UMH PPTYS INC Real Estate 59,828.0 $906K 0.00% +24K +65.6% $15.14 +8.1%
1203 OLED UNIVERSAL DISPLAY CORP Technology 10,409.0 $901K 0.00% -669.0 -6.0% $86.59 +0.4%
1204 LOPE GRAND CANYON ED INC Consumer Defensive 6,277.0 $898K 0.00% -646.0 -9.3% $143.11 +3.5%
1205 CVBF CVB FINL CORP Financial Services 39,751.0 $896K 0.00% +8K +26.1% $22.55 +1.1%
1206 MNDY MONDAY COM LTD Technology 12,382.0 $896K 0.00% +6K +89.2% $72.39 +27.7%
1207 OTTR OTTER TAIL CORP Utilities 9,956.0 $896K 0.00% -407.0 -3.9% $89.98 +2.3%
1208 GFF GRIFFON CORP Industrials 9,136.0 $891K 0.00% -540.0 -5.6% $97.53 +6.1%
1209 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 14,306.0 $890K 0.00% -537.0 -3.6% $62.22 -7.9%
1210 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 4,415.0 $888K 0.00% -393.0 -8.2% $201.08 +6.5%
1211 PII POLARIS INC Consumer Cyclical 12,938.0 $885K 0.00% -451.0 -3.4% $68.44 -2.5%
1212 CLSK CLEANSPARK INC Technology 60,851.0 $885K 0.00% -2K -3.8% $14.55 -18.6%
1213 CACC CREDIT ACCEP CORP MICH Financial Services 1,389.0 $884K 0.00% NEW $636.74 -8.6%
1214 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 12,475.0 $884K 0.00% NEW $70.88 +4.4%
1215 DORM DORMAN PRODS INC Consumer Cyclical 6,449.0 $880K 0.00% -429.0 -6.2% $136.45 -1.2%
1216 KAI KADANT INC Industrials 2,800.0 $880K 0.00% -113.0 -3.9% $314.23 +0.8%
1217 NSIT INSIGHT ENTERPRISES INC Technology 7,162.0 $872K 0.00% -503.0 -6.6% $121.80 +21.2%
1218 BOX BOX INC Technology 32,831.0 $871K 0.00% -3K -7.3% $26.54 +25.9%
1219 ADT ADT INC DEL Industrials 133,897.0 $870K 0.00% +8K +6.6% $6.50 +14.4%
1220 ICUI ICU MED INC Healthcare 5,927.0 $869K 0.00% -178.0 -2.9% $146.60 +27.9%
Page 61 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%