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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 28 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ACH Accendra Health Inc Healthcare 22,959.0 $52K +4K +23.6% $2.28 +18.9%
542 LGIH Lgi Homes Inc Consumer Cyclical 1,311.0 $52K +151.0 +13.0% $39.53 +16.9%
543 WSFS Wsfs Financial Corp Financial Services 788.0 $52K +34.0 +4.5% $65.46 +9.7%
544 MBC Masterbrand Inc Consumer Cyclical 6,114.0 $51K +674.0 +12.4% $8.31 -8.5%
545 DIBS 1Stdibs.Com Inc Consumer Cyclical 9,085.0 $50K +4K +62.7% $5.50 -19.1%
546 SFL Sfl Corp Ltd Industrials 4,574.0 $49K +57.0 +1.3% $10.79 +17.9%
547 STRA Strategic Education Inc Consumer Defensive 591.0 $49K +72.0 +13.9% $82.96 -3.6%
548 NWN Northwest Natural Holdi Utilities 885.0 $47K +12.0 +1.4% $53.22 -6.4%
549 HZO Marinemax Inc Consumer Cyclical 1,728.0 $47K +11.0 +0.6% $27.06 +26.4%
550 MATX Matson Inc Industrials 285.0 $47K +12.0 +4.4% $163.94 +11.5%
551 FFBC First Financial Bancorp Financial Services 1,660.0 $46K +46.0 +2.9% $27.88 +10.0%
552 TNET Trinet Group Inc Industrials 1,269.0 $46K +241.0 +23.4% $36.43 +17.0%
553 UCB United Community Banks/ Financial Services 1,462.0 $46K +67.0 +4.8% $31.49 +5.7%
554 CBRL Cracker Barrel Old Coun Consumer Cyclical 1,633.0 $46K +162.0 +11.0% $28.11 +13.1%
555 CON Concentra Group Holding Healthcare 2,134.0 $46K +16.0 +0.8% $21.45 +19.3%
556 WTTR Select Water Solutions Utilities 2,975.0 $46K +120.0 +4.2% $15.30 +30.1%
557 BOH Bank Of Hawaii Corp Financial Services 607.0 $45K +6.0 +1.0% $74.25 +5.2%
558 ENR Energizer Holdings Inc Industrials 2,723.0 $45K +244.0 +9.8% $16.42 +5.4%
559 ARI Apollo Commercial Real Real Estate 4,181.0 $44K +105.0 +2.6% $10.56 +3.7%
560 ACLS Axcelis Technologies In Technology 473.0 $44K +20.0 +4.4% $93.08 +63.8%
Page 28 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%