Home / Institutions / PBU - The Pension Fund of Early Childhood & Youth Educators
13F holdings

PBU - The Pension Fund of Early Childhood & Youth Educators portfolio

Managed by . 190 reported positions worth $6.6B as of 2026-03-31, filed with the SEC on 2026-04-10. This period was amended after its original filing; we use the latest document on file. Parsed from the filing itself, not a reseller.

$6.6B
Book value
190
Positions
32%
Top 10 weight
+12
New this quarter
-31
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 10 days old on 2026-04-10, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (12)
TickerIssuerValueShares% of book
WATWATERS CORP COMMON STOCK USD 0.01$16.9M56,6500.25%
LYBLYONDELLBASELL INDUSTRIES NV COMMO$10.7M132,4420.16%
FIXCOMFORT SYSTEMS USA INC COMMON STO$10.4M7,5250.16%
ACMAECOM COMMON STOCK USD 0.01$9.1M107,1720.14%
NTRNUTRIEN LTD$9.0M119,9880.14%
BURLBURLINGTON STORES INC COMMON STOCK$8.7M26,8730.13%
MASMASCO CORP COMMON STOCK USD 1$8.1M134,9660.12%
CLXCLOROX CO/THE COMMON STOCK USD 1$8.0M77,5190.12%
EWEDWARDS LIFESCIENCES CORP COMMON S$3.9M48,3890.06%
TPRTAPESTRY INC COMMON STOCK USD 0.01$3.7M26,5160.06%
FLSFLOWSERVE CORP COMMON STOCK USD 1.$3.0M41,0110.05%
SUNBSUNBELT RENTALS HOLDINGS INC COMMO$3.0M47,1030.04%
Closed out (31)
TickerIssuerWas worthShares% of book
TTETOTALENERGIES SE$74.6M168,5480.00%
GHGUARDANT HEALTH INC$34.3M335,8540.00%
TECHBIO-TECHNE CORP$22.3M379,3670.00%
ROKROCKWELL AUTOMATION INC$19.7M6,4240.00%
PLDPROLOGIS INC.$18.5M145,1240.00%
DARDARLING INGREDIENTS INC$13.0M360,7070.00%
HWMHOWMET AEROSPACE INC$12.9M8,4930.00%
FOXAFOX CORP$11.7M160,7310.00%
LINLINDE PLC$11.4M26,6890.00%
ALLALLSTATE CORP$11.0M52,9270.00%
TELTE CONNECTIVITY PLC$10.6M46,6210.00%
HUBSHUBSPOT INC$9.2M22,9570.00%
URIUNITED RENTALS INC$8.6M10,6630.00%
TDGTRANSDIGM GROUP INC$8.5M6,3600.00%
CDWCDW CORP$8.4M61,4150.00%
RMDRESMED INC$7.9M32,9330.00%
DVADAVITA INC$7.2M63,4610.00%
FCNCAFIRST CTZNS BANCSHARES INC D$6.7M3,1380.00%
PAYXPAYCHEX INC$6.7M59,9700.00%
PYPLPAYPAL HLDGS INC$6.7M115,1700.00%
CLSCELESTICA INC$5.5M18,4580.00%
UTHRUNITED THERAPEUTICS CORP DEL$4.8M9,8570.00%
COINCOINBASE GLOBAL INC$3.7M16,4840.00%
AOSSMITH A O CORP$3.1M47,0420.00%
ROYAL CARIBBEAN GROUPROYAL CARIBBEAN GROUP$2.8M9,8700.00%
Added to (162)
TickerIssuerValueShares% of bookShares Δ
NVDANVIDIA CORP COMMON STOCK USD 0.001$430.1M2,466,2256.47%+330%
AAPLAPPLE INC COMMON STOCK USD 0.00001$370.3M1,458,8935.57%+304%
MSFTMICROSOFT CORP COMMON STOCK USD 0.$276.2M746,2764.15%+318%
GOOGLALPHABET INC-CL A - COMMON STOCK U$257.6M895,6433.87%+218%
METAMETA PLATFORMS INC COMMON STOCK US$180.6M315,5822.72%+408%
AVGOBROADCOM INC COMMON STOCK USD$147.7M477,1422.22%+322%
JPMJPMORGAN CHASE & CO COMMON STOCK U$139.6M474,5832.10%+399%
LRCXLAM RESEARCH CORP COMMON STOCK USD$125.2M586,1011.88%+608%
AMATAPPLIED MATERIALS INC COMMON STOCK$115.6M338,1651.74%+2854%
COSTCOSTCO WHOLESALE CORP COMMON STOCK$103.5M103,8611.56%+551%
GOOGALPHABET INC-CL C - COMMON STOCK U$92.6M322,6491.39%+29%
MRKMERCK & CO INC COMMON STOCK USD 0.$89.6M744,6291.35%+424%
ABBVABBVIE INC COMMON STOCK USD 0.01$84.1M386,7441.26%+647%
KLACKLA CORP COMMON STOCK USD 0.001$81.7M55,4961.23%+454%
NEMNEWMONT CORP COMMON STOCK USD 1.6$80.8M746,8151.22%+471%
Trimmed (12)
TickerIssuerValueShares% of bookShares Δ
ADPTADAPTIVE BIOTECHNOLOGIES CORP COMM$5.2M378,0690.08%-77%
UALUNITED AIRLINES HOLDINGS INC COMMO$1.9M20,5070.03%-77%
DECKDECKERS OUTDOOR CORP COMMON STOCK $3.1M30,5840.05%-64%
DALDELTA AIR LINES INC COMMON STOCK U$4.0M59,5950.06%-62%
KGCKINROSS GOLD CORP COMMON STOCK CAD$5.4M176,6270.08%-57%
JBLJABIL INC COMMON STOCK USD 0.001$6.4M23,9760.10%-50%
ULTAULTA BEAUTY INC COMMON STOCK USD 0$6.5M12,5150.10%-33%
CFCF INDUSTRIES HOLDINGS INC COMMON $8.6M66,5920.13%-31%
WSMWILLIAMS-SONOMA INC COMMON STOCK U$5.8M31,7610.09%-20%
MGAMAGNA INTERNATIONAL INC COMMON STO$9.2M166,0290.14%-19%
TRVTRAVELERS COS INC/THE COMMON STOCK$9.4M32,0750.14%-18%
DRIDARDEN RESTAURANTS INC COMMON STOC$8.4M42,7420.13%-17%
The book

Largest 150 of 190 holdings

TickerIssuerValueShares% of bookShares Δ
NVDANVIDIA CORP COMMON STOCK USD 0.001$430.1M2,466,2256.47%
AAPLAPPLE INC COMMON STOCK USD 0.00001$370.3M1,458,8935.57%
MSFTMICROSOFT CORP COMMON STOCK USD 0.$276.2M746,2764.15%
GOOGLALPHABET INC-CL A - COMMON STOCK U$257.6M895,6433.87%
METAMETA PLATFORMS INC COMMON STOCK US$180.6M315,5822.72%
AVGOBROADCOM INC COMMON STOCK USD$147.7M477,1422.22%
JPMJPMORGAN CHASE & CO COMMON STOCK U$139.6M474,5832.10%
LRCXLAM RESEARCH CORP COMMON STOCK USD$125.2M586,1011.88%
AMATAPPLIED MATERIALS INC COMMON STOCK$115.6M338,1651.74%
COSTCOSTCO WHOLESALE CORP COMMON STOCK$103.5M103,8611.56%
GOOGALPHABET INC-CL C - COMMON STOCK U$92.6M322,6491.39%
MRKMERCK & CO INC COMMON STOCK USD 0.$89.6M744,6291.35%
ABBVABBVIE INC COMMON STOCK USD 0.01$84.1M386,7441.26%
KLACKLA CORP COMMON STOCK USD 0.001$81.7M55,4961.23%
NEMNEWMONT CORP COMMON STOCK USD 1.6$80.8M746,8151.22%
MAMASTERCARD INC COMMON STOCK USD 0.$78.0M156,0191.17%
TJXTJX COS INC/THE COMMON STOCK USD 1$73.3M458,9861.10%
LLYELI LILLY AND COMPANY$70.5M76,6921.06%
EBAYEBAY INC COMMON STOCK USD 0.001$70.4M773,2391.06%
ANETARISTA NETWORKS INC COMMON STOCK U$66.6M542,5321.00%
KOTHE COCA-COLA COMPANY COMMON STOCK$63.6M836,6470.96%
VVISA INC COMMON STOCK USD 0.0001$60.6M200,4180.91%
JNJJOHNSON & JOHNSON COMMON STOCK USD$59.7M244,0500.90%
EMEEMCOR GROUP INC COMMON STOCK USD 0$55.4M75,0810.83%
HDHOME DEPOT INC/THE COMMON STOCK US$54.8M166,7450.82%
IBMINTERNATIONAL BUSINESS MACHINES CO$53.7M221,5440.81%
PGRPROGRESSIVE CORP/THE COMMON STOCK $50.5M254,5490.76%
NFLXNETFLIX INC COMMON STOCK USD 0.001$46.4M483,0350.70%
MUMICRON TECHNOLOGY INC COMMON STOCK$46.4M137,1970.70%
GEGENERAL ELECTRIC CO$45.3M159,7090.68%
VZVERIZON COMMUNICATIONS INC COMMON $41.5M826,1050.62%
ECLECOLAB INC COMMON STOCK USD 1$40.9M153,6630.61%
CCITIGROUP INC COMMON STOCK USD 0.0$39.2M345,4790.59%
PHPARKER-HANNIFIN CORP COMMON STOCK $39.0M43,5880.59%
AXPAMERICAN EXPRESS CO COMMON STOCK U$38.7M128,0010.58%
BACBANK OF AMERICA CORP COMMON STOCK $36.7M753,3280.55%
CMICUMMINS INC COMMON STOCK USD 2.5$36.7M68,2040.55%
CSCOCISCO SYSTEMS INC COMMON STOCK USD$36.6M472,2910.55%
WFCWELLS FARGO & CO COMMON STOCK USD $36.5M458,9800.55%
NTESNETEASE INC ADR USD 0.0001$36.0M321,2790.54%
DISTHE WALT DISNEY COMPANY$35.9M372,5930.54%
TTTRANE TECHNOLOGIES PLC COMMON STOC$35.2M84,3650.53%
ITWILLINOIS TOOL WORKS INC COMMON STO$35.0M134,5140.53%
ROSTROSS STORES INC COMMON STOCK USD 0$34.7M159,9580.52%
CRMSALESFORCE.COM INC.$34.1M182,6080.51%
MELIMERCADOLIBRE INC COMMON STOCK USD $33.3M19,2540.50%
TDTORONTO-DOMINION BANK/THE COMMON S$33.1M355,8710.50%
ACNACCENTURE PLC COMMON STOCK USD 0.0$32.6M164,5390.49%
QCOMQUALCOMM INC COMMON STOCK USD 0.00$32.3M251,2010.49%
ETNEATON CORP PLC COMMON STOCK USD 0.$32.3M90,1880.49%
TSCOTRACTOR SUPPLY CO COMMON STOCK USD$32.2M710,8320.48%
UNPUNION PACIFIC CORP COMMON STOCK US$32.0M131,8710.48%
PNCPNC FINANCIAL SERVICES GROUP INC/T$31.5M151,3420.47%
MSMORGAN STANLEY DEAN WITTER & CO.$31.3M189,8970.47%
APDAIR PRODUCTS AND CHEMICALS INC COM$31.0M106,8090.47%
HIGHARTFORD INSURANCE GROUP INC/THE C$30.7M226,9930.46%
CTVACORTEVA INC COMMON STOCK USD 0.01$30.3M362,3380.46%
NOWSERVICENOW INC COMMON STOCK USD 0.$29.8M284,7290.45%
ORCLORACLE CORP COMMON STOCK USD 0.01$29.7M201,8230.45%
STLDSTEEL DYNAMICS INC COMMON STOCK US$29.5M164,0380.44%
HLTHILTON WORLDWIDE HOLDINGS INC COMM$29.4M96,8200.44%
FDXFEDEX CORP COMMON STOCK USD 0.1$28.7M80,6500.43%
MFCMANULIFE FINANCIAL CORP COMMON STO$28.6M833,5470.43%
GEVGE VERNOVA INC COMMON STOCK USD 0.$28.4M32,5220.43%
EXCEXELON CORP COMMON STOCK USD 0$28.2M575,7300.42%
PEPPEPSICO INC COMMON STOCK USD 0.017$28.0M180,2250.42%
EQIXEQUINIX INC REIT USD 0.001$27.8M28,3710.42%
HCAHCA HEALTHCARE INC COMMON STOCK US$27.6M58,3940.42%
TAT&T INC COMMON STOCK USD 1$27.6M951,9420.42%
SHWSHERWIN-WILLIAMS CO/THE COMMON STO$27.4M85,5350.41%
LOWLOWE'S COS INC COMMON STOCK USD 0.$27.1M114,8070.41%
CMCANADIAN IMPERIAL BANK OF COMMERCE$26.7M282,3700.40%
BMYBRISTOL-MYERS SQUIBB CO COMMON STO$26.4M434,6310.40%
SYKSTRYKER CORP COMMON STOCK USD 0.1$26.3M80,0630.40%
CLCOLGATE-PALMOLIVE COMPANY COMMON S$26.2M307,3370.39%
JCIJOHNSON CONTROLS INTERNATIONAL PLC$26.1M199,0760.39%
AMDADVANCED MICRO DEVICES INC COMMON $25.8M126,8330.39%
EIXEDISON INTERNATIONAL COMMON STOCK $25.6M349,8660.39%
RYROYAL BANK OF CANADA COMMON STOCK $25.6M158,7350.38%
COFCAPITAL ONE FINANCIAL CORP COMMON $25.4M139,0570.38%
BLKBLACKROCK INC COMMON STOCK USD 0.0$25.3M26,3040.38%
CNICANADIAN NATIONAL RAILWAY CO COMMO$24.8M241,2650.37%
PGTHE PROCTER & GAMBLE COMPANY.$24.6M170,0480.37%
GMGENERAL MOTORS CO COMMON STOCK USD$24.6M329,5490.37%
BNBROOKFIELD CORP COMMON STOCK CAD 0$24.4M603,5730.37%
ADPAUTOMATIC DATA PROCESSING INC COMM$24.0M117,9770.36%
ADIANALOG DEVICES INC COMMON STOCK US$23.9M75,0290.36%
TMOTHERMO FISHER SCIENTIFIC INC COMMO$23.7M48,1350.36%
DEDEERE & CO COMMON STOCK USD 1$23.2M41,1720.35%
PCARPACCAR INC COMMON STOCK USD 1$23.0M199,2850.35%
SYYSYSCO CORP COMMON STOCK USD 1$23.0M322,3070.35%
AMPAMERIPRISE FINANCIAL INC COMMON ST$22.8M51,3720.34%
FFORD MOTOR CO COMMON STOCK USD 0.0$22.5M1,947,8300.34%
SBUXSTARBUCKS CORP COMMON STOCK USD 0.$22.3M249,1510.34%
UNHUNITEDHEALTH GROUP INC COMMON STOC$22.3M82,4120.34%
PFEPFIZER INC COMMON STOCK USD 0.05$22.0M784,8550.33%
MCDMCDONALD'S CORP COMMON STOCK USD 0$22.0M70,8780.33%
AEMAGNICO EAGLE MINES LTD COMMON STOC$21.9M108,2210.33%
ADBEADOBE INC COMMON STOCK USD 0.0001$21.8M89,6970.33%
TXNTEXAS INSTRUMENTS INC COMMON STOCK$21.7M111,5180.33%
INTUINTUIT INC COMMON STOCK USD 0.01$21.2M49,0120.32%
INTCINTEL CORP COMMON STOCK USD 0.001$21.2M479,3130.32%
HSYHERSHEY CO/THE COMMON STOCK USD 1$21.1M101,2980.32%
DHRDANAHER CORP COMMON STOCK USD 0.01$20.8M109,7710.31%
BMOBANK OF MONTREAL COMMON STOCK CAD $20.7M152,9510.31%
MMM3M CO COMMON STOCK USD 0.01$20.4M140,2870.31%
UBERUBER TECHNOLOGIES INC COMMON STOCK$20.2M281,2930.30%
NSCNORFOLK SOUTHERN CORP COMMON STOCK$20.1M70,1100.30%
GILDGILEAD SCIENCES INC COMMON STOCK U$19.7M141,2590.30%
GLWCORNING INC COMMON STOCK USD 0.5$19.6M144,3060.30%
WMWASTE MANAGEMENT INC COMMON STOCK $19.5M84,9880.29%
MTBM&T BANK CORP COMMON STOCK USD 0.5$19.5M94,3650.29%
ISRGINTUITIVE SURGICAL INC COMMON STOC$19.4M42,1710.29%
WECWEC ENERGY GROUP INC COMMON STOCK $19.3M166,9730.29%
SCHWCHARLES SCHWAB CORP/THE COMMON STO$19.3M205,4420.29%
CEGCONSTELLATION ENERGY CORP COMMON S$18.8M67,2630.28%
UBSUBS GROUP AG COMMON STOCK CHF 0.1$18.8M490,5140.28%
CBCHUBB LTD COMMON STOCK USD 24.15$18.7M57,3800.28%
AMGNAMGEN INC COMMON STOCK USD 0.0001$18.6M52,8760.28%
SPGIS&P GLOBAL INC COMMON STOCK USD 1$18.0M42,2030.27%
SLFSUN LIFE FINANCIAL INC COMMON STOC$17.9M286,3620.27%
URBNURBAN OUTFITTERS INC COMMON STOCK $17.7M278,9590.27%
SPOTSPOTIFY TECHNOLOGY SA COMMON STOCK$17.4M35,9660.26%
FERGFERGUSON ENTERPRISES INC COMMON ST$17.3M74,3150.26%
SHOPSHOPIFY INC COMMON STOCK CAD$17.3M146,0470.26%
AONAON PLC COMMON STOCK USD$17.0M52,6610.26%
WATWATERS CORP COMMON STOCK USD 0.01$16.9M56,6500.25%
AMTAMERICAN TOWER CORP REIT USD 0.01$16.7M96,5050.25%
APPAPPLOVIN CORP COMMON STOCK USD 0.0$16.4M41,1620.25%
WCNWASTE CONNECTIONS INC COMMON STOCK$15.9M97,6450.24%
XELXCEL ENERGY INC COMMON STOCK USD 2$15.7M198,2430.24%
EDCONSOLIDATED EDISON COMPANY OF NEW$15.4M136,4850.23%
SNPSSYNOPSYS INC COMMON STOCK USD 0.01$15.1M38,1250.23%
CMECME GROUP INC COMMON STOCK USD 0.0$15.0M50,9250.23%
DDOMINION ENERGY INC COMMON STOCK U$15.0M242,1840.23%
CSLCARLISLE COS INC COMMON STOCK USD $14.9M44,7800.22%
CRWDCROWDSTRIKE HOLDINGS INC COMMON ST$14.8M37,9090.22%
BSXBOSTON SCIENTIFIC CORP COMMON STOC$14.5M231,2560.22%
NEENEXTERA ENERGY INC COMMON STOCK US$14.2M152,6590.21%
YUMYUM! BRANDS INC COMMON STOCK USD 0$14.1M90,6760.21%
ABTABBOTT LABORATORIES COMMON STOCK U$13.4M130,4140.20%
PINSPINTEREST INC COMMON STOCK USD 0.0$13.3M726,1970.20%
CVNACARVANA CO COMMON STOCK USD 0.001$12.8M40,7030.19%
BDXBECTON DICKINSON & CO COMMON STOCK$12.2M77,3410.18%
MDTMEDTRONIC PLC COMMON STOCK USD 0.1$11.8M135,9150.18%
KVUEKENVUE INC COMMON STOCK USD 0.01$11.8M683,1000.18%
REGNREGENERON PHARMACEUTICALS INC COMM$11.6M15,0330.17%
TMUST-MOBILE US INC COMMON STOCK USD 0$11.5M54,9690.17%
DASHDOORDASH INC COMMON STOCK USD 0.00$11.5M76,4030.17%
TGTTARGET CORP COMMON STOCK USD 0.083$11.2M92,3820.17%

This table is the 150 largest positions by value, out of 190 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by PBU - The Pension Fund of Early Childhood & Youth Educators (CIK 2103310, accession 0002103310-26-000008). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test

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