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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 7 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DASH DOORDASH INC Communication Services 59,041.0 $13.4M 0.19% NEW $226.48 -29.7%
122 BMO BANK MONTREAL QUE Financial Services 102,160.0 $13.3M 0.19% NEW $130.04 +22.8%
123 DE DEERE & CO Industrials 27,951.0 $13.0M 0.19% NEW $465.57 +14.1%
124 DAR DARLING INGREDIENTS INC Consumer Defensive 360,707.0 $13.0M 0.19% NEW $36.00 +60.7%
125 HWM HOWMET AEROSPACE INC Industrials 62,972.0 $12.9M 0.19% NEW $205.02 +26.8%
126 ITW ILLINOIS TOOL WKS INC Industrials 52,044.0 $12.8M 0.18% NEW $246.30 +1.5%
127 ABT ABBOTT LABS Healthcare 98,749.0 $12.4M 0.18% NEW $125.29 -29.9%
128 CNI CANADIAN NATL RY CO Industrials 124,802.0 $12.4M 0.18% NEW $99.03 +15.3%
129 T AT&T INC Communication Services 493,718.0 $12.3M 0.18% NEW $24.84 +0.4%
130 SPOT SPOTIFY TECHNOLOGY S A Communication Services 21,084.0 $12.2M 0.18% NEW $580.71 -25.4%
131 EIX EDISON INTL Utilities 200,343.0 $12.0M 0.17% NEW $60.02 +17.2%
132 MCD MCDONALDS CORP Consumer Cyclical 39,338.0 $12.0M 0.17% NEW $305.63 -7.0%
133 WCN WASTE CONNECTIONS INC Industrials 67,860.0 $11.9M 0.17% NEW $175.36 -10.5%
134 AMT AMERICAN TOWER CORP NEW Real Estate 67,171.0 $11.8M 0.17% NEW $175.57 +4.7%
135 MCO MOODYS CORP Financial Services 23,030.0 $11.8M 0.17% NEW $510.85 -12.8%
136 FICO FAIR ISAAC CORP Technology 6,955.0 $11.8M 0.17% NEW $1690.62 -27.4%
137 FOXA FOX CORP Communication Services 160,731.0 $11.7M 0.17% NEW $73.07 -12.1%
138 KGC KINROSS GOLD CORP Basic Materials 415,552.0 $11.7M 0.17% NEW $28.20 +1.6%
139 BMY BRISTOL-MYERS SQUIBB CO Healthcare 217,144.0 $11.7M 0.17% NEW $53.94 +10.4%
140 CSL CARLISLE COS INC Industrials 36,419.0 $11.6M 0.17% NEW $319.86 +3.9%
Page 7 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%