State of Wisconsin - Board of Commissioners of Public Lands

CIK 0001967732 · Q1 2026

13F Equity AUM

$151.9M

-1.8% QoQ

Positions

0 QoQ

AUM Rank

#8,489

Top 68%

Skill Alpha (FF)

-5.4%/yr^ns

No Clear Edge

Rank #7,499 · Top 91%

vs S&P -18.4%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

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

PHYQX30.7%

JMSIX18.4%

PFXF17.6%

PFFD16.3%

PSK15.8%

USHY1.2%

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

Sector Allocation

Financial Services81.6%

Fund18.4%

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

Position Sizing

Positions: 6Median: 16.93%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: 4Unique: 2vs 20 funds

0.1%Low

Fund positions

7,299

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.

Most Similar Funds

Top 5 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.1%

BANK OF AMERICA CORP /DE/

0.1%

JPMORGAN CHASE & CO

0.1%

BlackRock, Inc.

FMR LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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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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