State of Wisconsin - Board of Commissioners of Public Lands

CIK 0001967732 · Q2 2026

13F Equity AUM

$152.7M

+0.6% QoQ

Positions

0 QoQ

AUM Rank

#9,140

Top 73%

Skill Alpha (FF)

-4.7%/yr^ns

No Clear Edge

Rank #7,563 · Top 91%

vs S&P -13.0%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 98.8%Top 10: 100.0%Top 20: 100.0%

PHYQX30.8%

JMSIX18.2%

PFXF17.8%

PFFD16.4%

PSK15.6%

USHY1.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.8%

Fund18.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 17.11%Avg: 16.67%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(1.2%)

3–5%

0(0.0%)

5%+

5(98.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 6vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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