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Portfolio (Quarterly) Guide ↗

PBU - The Pension Fund of Early Childhood & Youth Educators

· CIK 0002103310
13F Portfolio $6.9B AUM 209 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New
Page 4 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 616,206.0 $25.1M 0.36% NEW $40.73 +17.4%
62 ADP AUTOMATIC DATA PROCESSING IN Industrials 93,821.0 $24.1M 0.35% NEW $257.23 -14.4%
63 MFC MANULIFE FINL CORP Financial Services 658,184.0 $23.9M 0.34% NEW $36.36 +7.4%
64 MELI MERCADOLIBRE INC Consumer Cyclical 11,651.0 $23.5M 0.34% NEW $2014.26 -16.7%
65 ETN EATON CORP PLC Industrials 73,490.0 $23.4M 0.34% NEW $318.51 +19.8%
66 BAC BANK AMERICA CORP Financial Services 414,841.0 $22.8M 0.33% NEW $55.00 -6.4%
67 PEP PEPSICO INC Consumer Defensive 157,452.0 $22.6M 0.33% NEW $143.52 +3.7%
68 CSCO CISCO SYS INC Technology 289,812.0 $22.3M 0.32% NEW $77.03 +53.4%
69 TECH BIO-TECHNE CORP Healthcare 379,367.0 $22.3M 0.32% NEW $58.81 -20.6%
70 AMP AMERIPRISE FINL INC Financial Services 45,474.0 $22.3M 0.32% NEW $490.34 -8.1%
71 GILD GILEAD SCIENCES INC Healthcare 180,109.0 $22.1M 0.32% NEW $122.74 +6.3%
72 UNP UNION PAC CORP Industrials 94,939.0 $22.0M 0.32% NEW $231.32 +14.9%
73 URBN URBAN OUTFITTERS INC Consumer Cyclical 290,110.0 $21.8M 0.32% NEW $75.26 -4.8%
74 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 74,819.0 $21.5M 0.31% NEW $287.25 +12.4%
75 BLK BLACKROCK INC Financial Services 20,061.0 $21.5M 0.31% NEW $1070.34 -0.6%
76 BN BROOKFIELD CORP Financial Services 466,416.0 $21.4M 0.31% NEW $45.97 -1.2%
77 SHW SHERWIN WILLIAMS CO Basic Materials 65,201.0 $21.1M 0.30% NEW $324.03 -5.0%
78 C CITIGROUP INC Financial Services 179,219.0 $20.9M 0.30% NEW $116.69 +7.3%
79 CL COLGATE PALMOLIVE CO Consumer Defensive 264,144.0 $20.9M 0.30% NEW $79.02 +14.5%
80 LOW LOWES COS INC Consumer Cyclical 85,524.0 $20.6M 0.30% NEW $241.16 -9.9%
Page 4 of 11  ·  209 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 38.2%
Financial Services 14.8%
Communication Services 12.9%
Healthcare 9.3%
Industrials 7.9%
Consumer Cyclical 7.2%
Consumer Defensive 4.5%
Basic Materials 3.2%
Utilities 1.4%
Real Estate 0.7%