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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

· CIK 0001007280
13F Portfolio $30.9B AUM 2,345 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 728 Added 1099 Reduced 123 Exited
Page 2 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SU Suncor Energy Inc Energy 846,111.0 $55.8M 0.18% +51K +6.3% $65.95 +5.5%
22 LOW Lowe'S Cos Inc Consumer Cyclical 235,429.0 $55.6M 0.18% +8K +3.7% $236.28 -10.7%
23 PANW Palo Alto Networks Inc Technology 323,335.0 $51.8M 0.17% +50K +18.3% $160.32 +51.4%
24 BMY Bristol-Myers Squibb Co Healthcare 853,951.0 $51.8M 0.17% +25K +3.0% $60.65 -3.3%
25 CMCSA Comcast Corp-Class A Communication Services 1,772,703.0 $50.9M 0.17% +13K +0.8% $28.71 -13.5%
26 ACN Accenture Plc-Cl A Technology 256,513.0 $50.9M 0.17% +2K +0.8% $198.29 -13.9%
27 LMT Lockheed Martin Corp Industrials 83,260.0 $50.3M 0.16% +922.0 +1.1% $604.39 -13.6%
28 NEM Newmont Corp Basic Materials 456,661.0 $49.4M 0.16% +9K +2.0% $108.25 -2.8%
29 CNQ Canadian Natural Resour Energy 1,011,022.0 $49.2M 0.16% +654K +183.4% $48.69 +2.0%
30 VICI Vici Properties Inc Real Estate 1,801,558.0 $49.2M 0.16% +863K +92.0% $27.32 +3.4%
31 PH Parker Hannifin Corp Industrials 54,034.0 $48.4M 0.16% +2K +3.1% $895.24 -4.6%
32 PGR Progressive Corp Financial Services 243,762.0 $48.3M 0.16% +5K +2.0% $198.24 +1.7%
33 HDB Hdfc Bank Ltd-Adr Financial Services 1,932,932.0 $48.1M 0.16% +59K +3.2% $24.88 -2.7%
34 RY Royal Bank Of Canada Financial Services 286,225.0 $46.1M 0.15% +10K +3.7% $161.10 +14.4%
35 ADBE Adobe Inc Technology 183,033.0 $44.5M 0.14% +5K +2.6% $243.08 +1.5%
36 NOW Servicenow Inc Technology 418,373.0 $43.7M 0.14% +4K +1.0% $104.55 -6.7%
37 IRM Iron Mountain Inc Real Estate 423,714.0 $43.3M 0.14% +232K +121.2% $102.14 +22.5%
38 ARM Arm Holdings Plc-Adr Technology 257,788.0 $39.0M 0.13% +151K +141.4% $151.28 +58.7%
39 GD General Dynamics Corp Industrials 113,301.0 $38.9M 0.13% +5K +4.8% $343.22 -1.6%
40 Liberty Media Corp-Form 420,508.0 $35.8M 0.12% +39K +10.2% $85.02
Page 2 of 37  ·  728 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 29.1%
Financial Services 13.1%
Consumer Cyclical 9.4%
Communication Services 9.4%
Healthcare 9.2%
Industrials 8.7%
Real Estate 6.6%
Consumer Defensive 4.5%
Energy 4.3%
Basic Materials 3.3%