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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 31 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NX Quanex Building Product Industrials 1,841.0 $33K +18.0 +1.0% $17.97 -4.4%
602 VCTR Victory Capital Holding Financial Services 505.0 $33K +24.0 +5.0% $65.48 +27.8%
603 ROCK Gibraltar Industries In Industrials 818.0 $33K +98.0 +13.6% $39.87 -11.8%
604 NWBI Northwest Bancshares In Financial Services 2,563.0 $33K +108.0 +4.4% $12.69 +10.1%
605 GO Grocery Outlet Holding Consumer Defensive 4,589.0 $32K +733.0 +19.0% $7.05 +13.6%
606 PFS Provident Financial Ser Financial Services 1,528.0 $32K +30.0 +2.0% $21.16 +4.7%
607 BGC Bgc Group Inc-A Financial Services 3,305.0 $32K +50.0 +1.5% $9.78 +13.8%
608 BBBY Bed Bath & Beyond Inc Consumer Cyclical 6,955.0 $32K +193.0 +2.9% $4.64 +23.5%
609 LNTH Lantheus Holdings Inc Healthcare 421.0 $32K +72.0 +20.6% $75.85 +24.5%
610 PRKS United Parks & Resorts Consumer Cyclical 971.0 $32K +153.0 +18.7% $32.66 +6.2%
611 EVTC Evertec Inc Technology 1,115.0 $31K +127.0 +12.8% $28.22 -12.6%
612 WHD Cactus Inc - A Energy 662.0 $31K +53.0 +8.7% $47.37 +31.2%
613 MGEE Mge Energy Inc Utilities 400.0 $31K +32.0 +8.7% $77.29 -1.7%
614 THRM Gentherm Inc Consumer Cyclical 1,103.0 $31K +58.0 +5.5% $27.78 +12.3%
615 RAMP Liveramp Holdings Inc Technology 1,155.0 $31K +84.0 +7.8% $26.52 +42.3%
616 HOV Hovnanian Enterprises-A Consumer Cyclical 274.0 $30K +18.0 +7.0% $110.91 +4.1%
617 GPRK Geopark Ltd Energy 3,166.0 $30K +151.0 +5.0% $9.50 +2.2%
618 MBUU Malibu Boats Inc - A Consumer Cyclical 1,152.0 $30K +85.0 +8.0% $25.92 +3.6%
619 ARCO Arcos Dorados Holdings Consumer Cyclical 3,604.0 $30K +199.0 +5.8% $8.25 +10.9%
620 NMIH Nmi Holdings Inc Financial Services 792.0 $30K +35.0 +4.6% $37.51 +0.7%
Page 31 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%