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Portfolio (Quarterly) Guide ↗

PBU - The Pension Fund of Early Childhood & Youth Educators

· CIK 0002103310
13F Portfolio $6.6B AUM 191 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 125 Added 49 Reduced 31 Exited
Page 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NTAP NETAPP INC COMMON STOCK USD 0.001 Technology 89,266.0 $9.1M 0.14% +6K +7.7% $102.39 +21.1%
122 ALLE ALLEGION PLC COMMON STOCK USD 0.01 Industrials 61,430.0 $8.9M 0.13% +7K +13.7% $145.29 -10.0%
123 FICO FAIR ISAAC CORP COMMON STOCK USD 0.01 Technology 7,683.0 $8.2M 0.12% +728.0 +10.5% $1067.54 +15.0%
124 CHTR CHARTER COMMUNICATIONS INC COMMON STOCK USD 0.001 Communication Services 31,332.0 $6.8M 0.10% +13K +73.7% $215.88 -31.0%
125 LULU LULULEMON ATHLETICA INC COMMON STOCK USD 0.005 Consumer Cyclical 37,218.0 $5.7M 0.09% +30K +400.0% $153.10 -17.2%
Page 7 of 7  ·  125 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 33.7%
Financial Services 15.3%
Communication Services 11.2%
Healthcare 9.5%
Industrials 9.2%
Consumer Cyclical 8.2%
Consumer Defensive 5.1%
Basic Materials 4.4%
Utilities 2.7%
Real Estate 0.7%