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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 32 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TKR Timken Co Industrials 19,801.0 $2.0M 0.01% -558.0 -2.7% $100.57 +16.5%
622 MIDD Middleby Corp Industrials 14,999.0 $2.0M 0.01% -454.0 -2.9% $132.58 +9.5%
623 DEA Easterly Government Pro Real Estate 92,353.0 $2.0M 0.01% -11K -10.6% $21.43 +11.4%
624 GTY Getty Realty Corp Real Estate 62,199.0 $2.0M 0.01% -12K -15.9% $31.80 +5.1%
625 MOH Molina Healthcare Inc Healthcare 14,803.0 $2.0M 0.01% -503.0 -3.3% $133.30 +36.0%
626 MSA Msa Safety Inc Industrials 11,976.0 $2.0M 0.01% -324.0 -2.6% $163.95 +2.8%
627 FNB Fnb Corp Financial Services 117,290.0 $2.0M 0.01% -3K -2.6% $16.72 +4.5%
628 CAKE Cheesecake Factory Inc/ Consumer Cyclical 35,804.0 $2.0M 0.01% -7K -17.1% $54.75 +10.6%
629 PAYC Paycom Software Inc Technology 16,035.0 $1.9M 0.01% -810.0 -4.8% $121.54 +10.5%
630 TX Ternium Sa-Sponsored Ad Basic Materials 48,233.0 $1.9M 0.01% -40K -45.5% $40.15 +11.0%
631 SMA Smartstop Self Storage Real Estate 63,497.0 $1.9M 0.01% -4K -5.8% $30.28 +1.8%
632 HRL Hormel Foods Corp Consumer Defensive 84,189.0 $1.9M 0.01% -3K -3.3% $22.65 -6.9%
633 LNC Lincoln National Corp Financial Services 53,692.0 $1.9M 0.01% -2K -2.8% $35.50 +1.4%
634 STWD Starwood Property Trust Real Estate 109,124.0 $1.9M 0.01% -2K -2.2% $17.22 -0.5%
635 G Genpact Ltd Technology 50,140.0 $1.9M 0.01% -2K -4.1% $37.25 -14.1%
636 EXP Eagle Materials Inc Basic Materials 9,834.0 $1.9M 0.01% -477.0 -4.6% $189.45 +5.1%
637 FAF First American Financia Financial Services 30,775.0 $1.9M 0.01% -865.0 -2.7% $60.29 +12.5%
638 WH Wyndham Hotels & Resort Consumer Cyclical 22,749.0 $1.8M 0.01% -608.0 -2.6% $81.23 -0.4%
639 PLNT Planet Fitness Inc - Cl Consumer Cyclical 24,516.0 $1.8M 0.01% -1K -4.4% $74.38 -32.5%
640 GTES Gates Industrial Corp P Industrials 80,037.0 $1.8M 0.01% -2K -2.7% $22.61 +6.5%
Page 32 of 55  ·  1,099 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%