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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 35 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DH Definitive Healthcare C Healthcare 15,000.0 $18K +7K +92.3% $1.23 -33.3%
682 PRVA Privia Health Group Inc Healthcare 891.0 $18K +95.0 +11.9% $20.57 +12.7%
683 CWH Camping World Holdings Consumer Cyclical 2,676.0 $18K +468.0 +21.2% $6.83 +8.1%
684 CARS Cars.Com Inc Consumer Cyclical 2,237.0 $18K +235.0 +11.7% $8.12 +17.9%
685 PEBO Peoples Bancorp Inc Financial Services 537.0 $18K +38.0 +7.6% $32.87 +5.3%
686 AGM Federal Agric Mtg Corp- Financial Services 118.0 $18K +17.0 +16.8% $148.35 +19.3%
687 CNOB Connectone Bancorp Inc Financial Services 646.0 $17K +18.0 +2.9% $26.77 +11.2%
688 RDNT Radnet Inc Healthcare 305.0 $17K +18.0 +6.3% $55.89 -3.0%
689 EPAC Enerpac Tool Group Corp Industrials 466.0 $17K +9.0 +2.0% $36.47 -6.3%
690 JBI Janus International Gro Industrials 3,262.0 $17K +404.0 +14.1% $5.15 -0.4%
691 IMXI International Money Exp Technology 1,048.0 $17K +98.0 +10.3% $15.80 -3.6%
692 KREF Kkr Real Estate Finance Real Estate 2,698.0 $17K +413.0 +18.1% $6.12 +4.7%
693 TRTX Tpg Re Finance Trust In Real Estate 2,109.0 $16K +117.0 +5.9% $7.81 +6.1%
694 BOX Box Inc - Class A Technology 693.0 $16K +191.0 +38.0% $23.64 +7.4%
695 PRGS Progress Software Corp Technology 629.0 $16K +82.0 +15.0% $25.65 +13.9%
696 BANF Bancfirst Corp Financial Services 148.0 $16K +12.0 +8.8% $108.50 +2.6%
697 QCRH Qcr Holdings Inc Financial Services 187.0 $16K +4.0 +2.2% $85.45 +6.9%
698 LKFN Lakeland Financial Corp Financial Services 277.0 $16K +21.0 +8.2% $57.38 +4.9%
699 COLL Collegium Pharmaceutica Healthcare 480.0 $16K +9.0 +1.9% $33.07 +4.1%
700 MCRI Monarch Casino & Resort Consumer Cyclical 166.0 $16K +13.0 +8.5% $95.60 +21.6%
Page 35 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%