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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 47 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DK Delek Us Holdings Inc Energy 3,153.0 $142K -772.0 -19.7% $45.07 -6.6%
922 SXC Suncoke Energy Inc Energy 21,738.0 $142K -41K -65.2% $6.51 +21.0%
923 Ingram Micro Holding Co 5,972.0 $139K -6K -51.6% $23.31
924 NBR Nabors Industries Ltd Energy 1,563.0 $135K -83.0 -5.0% $86.06 +21.5%
925 VSCO Victoria'S Secret & Co Consumer Cyclical 2,890.0 $134K -270.0 -8.5% $46.36 +2.9%
926 TIMB Tim Sa-Adr Communication Services 5,047.0 $134K -40K -88.9% $26.49 -14.9%
927 IMKTA Ingles Markets Inc-Clas Consumer Defensive 1,427.0 $128K -22.0 -1.5% $89.89 -2.8%
928 HCC Warrior Met Coal Inc Energy 1,363.0 $127K -135.0 -9.0% $93.15 -8.3%
929 SGML Sigma Lithium Corp Basic Materials 10,200.0 $126K -100.0 -1.0% $12.34 +24.3%
930 CNX Cnx Resources Corp Energy 3,255.0 $125K -25.0 -0.8% $38.55 -7.8%
931 LE Lands' End Inc Consumer Cyclical 11,058.0 $124K -9K -45.4% $11.24 +2.9%
932 LILAK Liberty Latin Americ-Cl Communication Services 13,700.0 $121K -160.0 -1.1% $8.82 -5.6%
933 LCII Lci Industries Consumer Cyclical 899.0 $111K -5.0 -0.6% $122.98 -11.2%
934 KOD Kodiak Sciences Inc Healthcare 2,862.0 $109K -5K -65.2% $38.12 -1.9%
935 LAUR Laureate Education Inc Consumer Defensive 3,096.0 $108K -271.0 -8.1% $34.84 -5.4%
936 VIAV Viavi Solutions Inc Technology 3,236.0 $108K -411.0 -11.3% $33.28 +44.5%
937 Yatsen Holding Ltd-Adr 34,941.0 $108K -325.0 -0.9% $3.08
938 KMT Kennametal Inc Industrials 2,880.0 $104K -241.0 -7.7% $36.13 -2.5%
939 OPEN Opendoor Technologies I Real Estate 22,168.0 $104K -5K -17.3% $4.68 -2.4%
940 STNG Scorpio Tankers Inc Energy 1,378.0 $103K -39.0 -2.8% $74.66 +9.4%
Page 47 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%