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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 34 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LW Lamb Weston Holdings In Consumer Defensive 39,144.0 $1.7M 0.01% -1K -3.3% $42.26 +1.3%
662 ESAB Esab Corp Industrials 17,102.0 $1.7M 0.01% -2K -9.8% $96.66 -5.7%
663 WTM White Mountains Insuran Financial Services 751.0 $1.6M 0.01% -25.0 -3.2% $2196.96 -2.4%
664 AN Autonation Inc Consumer Cyclical 8,388.0 $1.6M 0.01% -268.0 -3.1% $195.26 -4.5%
665 BSY Bentley Systems Inc-Cla Technology 46,412.0 $1.6M 0.01% -965.0 -2.0% $35.12 -5.1%
666 IIPR Innovative Industrial P Real Estate 32,132.0 $1.6M 0.01% -6K -16.8% $50.16 +12.4%
667 NXST Nexstar Media Group Inc Communication Services 8,900.0 $1.6M 0.01% -252.0 -2.8% $180.83 +4.8%
668 NVS Novartis Ag-Sponsored A Healthcare 10,412.0 $1.6M 0.01% -87K -89.3% $152.75 -0.6%
669 BIO Bio-Rad Laboratories-A Healthcare 5,698.0 $1.6M 0.01% -166.0 -2.8% $278.75 +2.9%
670 MHK Mohawk Industries Inc Consumer Cyclical 16,032.0 $1.6M 0.01% -459.0 -2.8% $98.46 +3.9%
671 DVA Davita Inc Healthcare 10,224.0 $1.6M 0.01% -348.0 -3.3% $153.69 +29.3%
672 MLCO Melco Resorts & Entert- Consumer Cyclical 274,618.0 $1.6M 0.01% -501K -64.6% $5.68 -4.8%
673 CZR Caesars Entertainment I Consumer Cyclical 58,958.0 $1.6M 0.01% -2K -3.3% $26.43 +5.6%
674 SON Sonoco Products Co Consumer Cyclical 28,658.0 $1.6M 0.01% -976.0 -3.3% $54.09 -11.3%
675 TFX Teleflex Inc Healthcare 12,854.0 $1.5M 0.01% -438.0 -3.3% $119.61 +13.0%
676 RITM Rithm Capital Corp Real Estate 160,923.0 $1.5M 0.01% -5K -3.3% $9.48 -2.2%
677 M Macy'S Inc Consumer Cyclical 84,152.0 $1.5M 0.01% -2K -2.8% $18.09 +14.0%
678 SILA Sila Realty Trust Inc Real Estate 64,241.0 $1.5M 0.01% -12K -15.8% $23.68 +27.7%
679 VLYPN Valley National Bancorp Financial Services 123,477.0 $1.5M 0.01% -38K -23.5% $12.28 +110.7%
680 IIF Morgan Stanley India In Financial Services 73,672.0 $1.5M 0.01% -126K -63.1% $20.58 +3.7%
Page 34 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%