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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 62 of 88  ·  1,759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 BHF BRIGHTHOUSE FINL INC Financial Services 13,690.0 $867K 0.00% -638.0 -4.5% $63.30 -16.1%
1222 URBN URBAN OUTFITTERS INC Consumer Cyclical 12,179.0 $863K 0.00% -1K -8.5% $70.86 +2.1%
1223 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 10,839.0 $862K 0.00% -501.0 -4.4% $79.54 +32.2%
1224 ADEA ADEIA INC Technology 26,155.0 $861K 0.00% -926.0 -3.4% $32.93 -18.0%
1225 GNW GENWORTH FINL INC Financial Services 90,825.0 $860K 0.00% -8K -8.0% $9.47 +4.2%
1226 LRN STRIDE INC Consumer Defensive 9,936.0 $857K 0.00% -456.0 -4.4% $86.24 -4.2%
1227 JBGS JBG SMITH PPTYS Real Estate 58,395.0 $857K 0.00% +17K +40.5% $14.67 -15.3%
1228 CALM CAL MAINE FOODS INC Consumer Defensive 10,561.0 $851K 0.00% -516.0 -4.7% $80.56 +2.5%
1229 TDS TELEPHONE & DATA SYS INC Communication Services 22,939.0 $849K 0.00% -1K -5.6% $37.01 -7.1%
1230 PDM PIEDMONT REALTY TRUST INC Real Estate 92,604.0 $847K 0.00% +37K +65.6% $9.15 +6.7%
1231 FIRST HAWAIIAN INC 28,847.0 $845K 0.00% -1K -4.9% $29.30
1232 WHD CACTUS INC Energy 16,461.0 $843K 0.00% -563.0 -3.3% $51.23 +36.3%
1233 SEDG SOLAREDGE TECHNOLOGIES INC Energy 14,422.0 $843K 0.00% -366.0 -2.5% $58.44 -47.3%
1234 POST POST HLDGS INC Consumer Defensive 9,548.0 $843K 0.00% -1K -9.7% $88.26 -11.5%
1235 KN KNOWLES CORP Technology 20,289.0 $842K 0.00% -710.0 -3.4% $41.48 -18.1%
1236 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 28,220.0 $840K 0.00% -1K -4.3% $29.75 +18.0%
1237 BHE BENCHMARK ELECTRS INC Technology 8,508.0 $839K 0.00% -315.0 -3.6% $98.67 -25.8%
1238 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 12,463.0 $837K 0.00% -565.0 -4.3% $67.12 -6.0%
1239 BKU BANKUNITED INC Financial Services 17,235.0 $835K 0.00% -1K -6.0% $48.45 -4.3%
1240 HAE HAEMONETICS CORP MASS Healthcare 11,125.0 $834K 0.00% -519.0 -4.5% $75.00 +46.1%
Page 62 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%