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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 36 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HFWA Heritage Financial Corp Financial Services 604.0 $16K +9.0 +1.5% $26.00 +4.4%
702 DNUT Krispy Kreme Inc Consumer Defensive 4,557.0 $15K +954.0 +26.5% $3.39 -1.8%
703 USPH U.S. Physical Therapy I Healthcare 205.0 $15K +13.0 +6.8% $74.96 -17.0%
704 AZTA Azenta Inc Healthcare 707.0 $15K +56.0 +8.6% $21.13 -7.5%
705 CNNE Cannae Holdings Inc Consumer Cyclical 1,309.0 $15K +305.0 +30.4% $11.37 +19.1%
706 CSV Carriage Services Inc Consumer Cyclical 325.0 $15K +10.0 +3.2% $45.66 -3.9%
707 BJRI Bj'S Restaurants Inc Consumer Cyclical 421.0 $15K +20.0 +5.0% $35.10 +26.5%
708 CRAI Cra International Inc Industrials 91.0 $15K +10.0 +12.3% $161.88 -9.0%
709 TBLA Taboola.Com Ltd Communication Services 4,672.0 $14K +413.0 +9.7% $3.10 +59.0%
710 PGNY Progyny Inc Healthcare 843.0 $14K +181.0 +27.3% $16.98 +51.0%
711 SYBT Stock Yards Bancorp Inc Financial Services 207.0 $14K +18.0 +9.5% $66.29 +7.1%
712 BBSI Barrett Business Svcs I Industrials 461.0 $13K +58.0 +14.4% $29.18 +6.3%
713 EXTR Extreme Networks Inc Technology 891.0 $13K +53.0 +6.3% $15.08 +58.5%
714 FIZZ National Beverage Corp Consumer Defensive 395.0 $13K +41.0 +11.6% $33.65 +5.2%
715 CLOV Clover Health Investmen Healthcare 7,298.0 $13K +2K +32.8% $1.76 +104.6%
716 OSCR Oscar Health Inc - Clas Healthcare 1,080.0 $12K +237.0 +28.1% $11.47 +93.0%
717 TLRY Tilray Brands Inc Healthcare 1,914.0 $12K +221.0 +13.1% $6.47 -16.4%
718 NFE New Fortress Energy Inc Utilities 20,494.0 $12K +11K +120.7% $0.59 +1.6%
719 FLWS 1-800-Flowers.Com Inc-C Consumer Cyclical 3,888.0 $12K +705.0 +22.1% $3.04 +39.1%
720 THRY Thryv Holdings Inc Communication Services 4,300.0 $12K +1K +43.8% $2.74 +38.0%
Page 36 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%