Arkolith/Funds/Public Sector Pension Investment Board

Public Sector Pension Investment Board

CIK 1396318Pension / sovereign
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Public Sector Pension Investment Board holds a diversified book of 1324 stocks worth $38.1B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book. They also disclosed $276.9M in put options (a bearish bet) and $262.8M in call options (bullish), shown separately below and excluded from the equity book.

Opened
150
bought for the first time
Added to
483
already held, bought more
Trimmed
731
sold some, still holds it
Sold out
80
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
26%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
32%
Financials
19%
Industrials
11%
Consumer Discretionary
9%
Health Care
8%
Communication Services
6%
Materials
4%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Public Sector Pension Investment Board

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.6T
JPMORGAN CHASE & CO80 / 80$605.7B
MORGAN STANLEY80 / 80$594.8B
BANK OF AMERICA CORP /DE/80 / 80$370.2B
ROYAL BANK OF CANADA80 / 80$236.1B
UBS Group AG80 / 80$162.5B
CITIGROUP INC80 / 80$65.1B
STIFEL FINANCIAL CORP80 / 80$32.8B

Ranked by how many of Public Sector Pension Investment Board's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,324 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.8B9.17M
4.8%
−0.8%
Reduced · −71K sh
2Apple Inc
COM
$1.3B4.59M
3.5%
−0.5%
Reduced · −24K sh
3Microsoft Corp
COM
$1.1B3.05M
3.0%
−27%
Reduced · −1.1M sh
4Alphabet Inc
CAP STK CL A
$1.0B2.92M
2.7%
−4.7%
Reduced · −144K sh
5Telesat Corp
CL A & CL B SHS
$921.9M18.21M
2.4%
Held
6Broadcom Inc
COM
$860.0M2.28M
2.3%
+3.1%
Added · +69K sh
7Amazon Com Inc
COM
$847.3M3.55M
2.2%
−13%
Reduced · −514K sh
8Canadian Imperial Bank Of Co
COM
$672.3M5.84M
1.8%
−6.4%
Reduced · −398K sh
9Royal BK Cda
COM
$625.1M3.02M
1.6%
+26%
Added · +626K sh
10JPMorgan Chase & Co
COM
$536.9M1.64M
1.4%
+13%
Added · +182K sh
11Micron Technology Inc
COM
$531.0M460.0K
1.4%
+5.8%
Added · +25K sh
12Eli Lilly & Co
COM
$441.8M368.4K
1.2%
−12%
Reduced · −48K sh
13Meta Platforms Inc
CL A
$437.9M777.5K
1.1%
+0.5%
Added · +4K sh
14Kla Corp
COM NEW
$403.8M1.34M
1.1%
18×
Added · +1.3M sh
15Toronto Dominion BK Ont
COM NEW
$391.0M3.22M
1.0%
+9.8%
Added · +287K sh
16AstraZeneca PLC
ORD
$373.1M1.99M
1.0%
−4.4%
Reduced · −93K sh
17Tesla Inc
COM
$363.6M864.5K
1.0%
+3.6%
Added · +30K sh
18Visa Inc
COM CL A
$346.8M1.01M
0.9%
+11%
Added · +96K sh
19Alphabet Inc
CAP STK CL C
$304.7M862.3K
0.8%
−1.8%
Reduced · −16K sh
20Berkshire Hathaway Inc Del
CL B NEW
$278.5M556.5K
0.7%
−20%
Reduced · −136K sh
21Abbvie Inc
COM
$274.0M1.09M
0.7%
−7.4%
Reduced · −87K sh
22Bank Of Amer Corp
COM
$248.2M4.36M
0.7%
+51%
Added · +1.5M sh
23Goldman Sachs Group Inc
COM
$247.2M244.4K
0.6%
+1.0%
Added · +2K sh
24Advanced Micro Devices Inc
COM
$242.1M416.8K
0.6%
+43%
Added · +125K sh
25Union Pac Corp
COM
$241.4M887.7K
0.6%
+0.1%
Added · +764 sh
26United Rentals Inc
COM
$224.3M198.0K
0.6%
−5.9%
Reduced · −12K sh
27Netflix Inc.
COM
$218.4M3.06M
0.6%
+32%
Added · +745K sh
28Mastercard Incorporated
CL A
$215.8M420.1K
0.6%
−5.0%
Reduced · −22K sh
29Analog Devices Inc
COM
$213.1M536.6K
0.6%
−14%
Reduced · −88K sh
30Texas Instrs Inc
COM
$208.9M700.9K
0.5%
+5.8%
Added · +39K sh
31Bank Montreal Medium
COM
$207.9M1.18M
0.5%
+5.5%
Added · +62K sh
32Unitedhealth Group Inc
COM
$207.1M498.2K
0.5%
+240%
Added · +352K sh
33Eaton Corp PLC
SHS
$204.6M480.3K
0.5%
−8.5%
Reduced · −45K sh
34WW Grainger Inc
COM
$202.0M148.5K
0.5%
+24%
Added · +29K sh
35Shopify Inc
CL A SUB VTG SHS
$201.1M1.76M
0.5%
+190%
Added · +1.2M sh
36Autozone Inc
COM
$173.4M54.3K
0.5%
+4.8%
Added · +3K sh
37Intel Corp
COM
$171.5M1.23M
0.4%
−34%
Reduced · −645K sh
38Parker-Hannifin Corp
COM
$168.5M172.2K
0.4%
+2.4%
Added · +4K sh
39Constellation Energy Corp
COM
$166.6M670.6K
0.4%
+0.4%
Added · +3K sh
40Exxon Mobil Corp
COM
$164.3M1.20M
0.4%
−13%
Reduced · −179K sh
41Oracle Corp
COM
$157.0M1.07M
0.4%
+15%
Added · +137K sh
42Arista Networks Inc
COM SHS
$149.0M877.2K
0.4%
+385%
Added · +696K sh
43Totalenergies SE
ACT
$147.3M1.92M
0.4%
−1.2%
Reduced · −23K sh
44UBS Group AG
SHS
$145.1M2.93M
0.4%
+15%
Added · +384K sh
45Bank Nova Scotia B C
COM
$144.8M1.67M
0.4%
−18%
Reduced · −355K sh
46T-Mobile US Inc
COM
$142.8M851.6K
0.4%
−0.1%
Reduced · −1K sh
47Qualcomm Inc
COM
$139.6M755.5K
0.4%
+295%
Added · +564K sh
48Brookfield Corp
CL A LTD VT SH
$136.7M3.21M
0.4%
+111%
Added · +1.7M sh
49Manulife Finl Corp
COM
$135.7M3.35M
0.4%
+216%
Added · +2.3M sh
50TJX Cos Inc New
COM
$134.9M890.6K
0.4%
−7.1%
Reduced · −68K sh
Showing 50 of 1,324 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$276.9M
Call notional (bullish)$262.8M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishVANECK SEMICONDUCTOR ETFSMH$127.9M195K
CALL · bullishVANECK SEMICONDUCTOR ETFSMH$98.4M150K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$74.7M100K
CALL · bullishTAIWAN SEMICONDUCTOR-SP ADRTSM$59.7M125K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$36.8M50K
CALL · bullishMARVELL TECHNOLOGY INCMRVL$35.7M120K
PUT · bearishAPPLE INCAAPL$28.9M100K
CALL · bullishAPPLE INCAAPL$28.9M100K
CALL · bullishNVIDIA CORPNVDA$15.0M75K
CALL · bullishINTEL CORPINTC$9.8M70K
CALL · bullishISHARES MSCI JAPAN ETFEWJ$9.3M100K
PUT · bearishSPACE EXPLORATION TECHN CORP$8.5M50K
CALL · bullishCINTAS CORPCTAS$6.0M35K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 20261,337$38.7B13F-HR
Q1 2026Mar 31, 2026May 13, 20261,325$32.1B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261,345$29.8B13F-HR
Q3 2025Sep 30, 2025Nov 6, 20251,270$27.3B13F-HR
Q2 2025Jun 30, 2025Aug 12, 20251,235$23.4B13F-HR
Q1 2025Mar 31, 2025May 12, 20251,237$23.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,226$23.8B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,228$18.5B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20241,233$16.0B13F-HR
Q1 2024Mar 31, 2024May 14, 20241,222$13.9B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20241,268$13.4B13F-HR
Q3 2023Sep 30, 2023Nov 22, 20231,322$14.0B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,384$14.6B13F-HR
Q1 2023Mar 31, 2023May 12, 20231,400$13.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,424$13.1B13F-HR
Q3 2022Sep 30, 2022Jan 10, 20231,379$11.9B13F-HR/A
Q2 2022Jun 30, 2022Aug 12, 20221,354$11.8B13F-HR
Q1 2022Mar 31, 2022May 13, 20221,398$16.4B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20221,404$18.6B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20211,434$17.5B13F-HR
Q2 2021Jun 30, 2021Aug 13, 20211,443$16.6B13F-HR
Q1 2021Mar 31, 2021May 14, 20211,426$15.5B13F-HR
Q4 2020Dec 31, 2020Feb 12, 20211,396$13.1B13F-HR
Amended / restated
  • Q3 2022 · filed Nov 14, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.