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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 27 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AHCO Adapthealth Corp Healthcare 5,006.0 $60K +179.0 +3.7% $11.90 -11.5%
522 SRCE 1St Source Corp Financial Services 855.0 $59K +8.0 +0.9% $69.21 +6.2%
523 MLKN Millerknoll Inc Consumer Cyclical 4,079.0 $59K +216.0 +5.6% $14.46 +6.7%
524 NOMD Nomad Foods Ltd Consumer Defensive 6,118.0 $59K +1K +19.5% $9.61 +5.4%
525 EPC Edgewell Personal Care Consumer Defensive 2,754.0 $59K +291.0 +11.8% $21.34 -18.6%
526 VC Visteon Corp Consumer Cyclical 641.0 $58K +59.0 +10.1% $91.11 +19.9%
527 BDC Belden Inc Technology 508.0 $58K +10.0 +2.0% $114.83 -8.7%
528 OTTR Otter Tail Corp Utilities 664.0 $58K +24.0 +3.8% $87.77 -1.3%
529 AMCX Amc Global Media Inc Communication Services 8,495.0 $58K +191.0 +2.3% $6.79 +32.5%
530 SWBI Smith & Wesson Brands I Industrials 4,015.0 $58K +108.0 +2.8% $14.33 +5.5%
531 CVCO Cavco Industries Inc Consumer Cyclical 117.0 $57K +5.0 +4.5% $484.29 +1.5%
532 SEM Select Medical Holdings Healthcare 3,440.0 $56K +437.0 +14.6% $16.29 +1.4%
533 BGS B&G Foods Inc Consumer Defensive 11,487.0 $55K +809.0 +7.6% $4.81 -11.6%
534 GBCI Glacier Bancorp Inc Financial Services 1,209.0 $54K +46.0 +4.0% $44.67 +7.0%
535 FULT Fulton Financial Corp Financial Services 2,646.0 $54K +90.0 +3.5% $20.34 +5.2%
536 CIM Chimera Investment Corp Real Estate 4,269.0 $54K +119.0 +2.9% $12.55 +5.9%
537 FIBK First Interstate Bancsy Financial Services 1,589.0 $53K +79.0 +5.2% $33.40 +5.4%
538 YELP Yelp Inc Communication Services 2,144.0 $53K +289.0 +15.6% $24.74 -9.2%
539 WLY Wiley (John) & Sons-Cla Communication Services 1,390.0 $53K +167.0 +13.7% $38.10 +8.6%
540 ABR Arbor Realty Trust Inc Real Estate 6,832.0 $53K +1K +24.0% $7.71 -23.3%
Page 27 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%