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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 102 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 ASTE Astec Industries Inc Industrials 698.0 $38K -7K -90.5% $53.84 -9.7%
2022 LRN Stride Inc Consumer Defensive 426.0 $38K +89.0 +26.4% $88.17 -0.6%
2023 MRTN Marten Transport Ltd Industrials 2,859.0 $38K +168.0 +6.2% $13.13 +26.4%
2024 CAL Caleres Inc Consumer Cyclical 3,555.0 $37K +417.0 +13.3% $10.54 +24.9%
2025 CARG Cargurus Inc Consumer Cyclical 1,100.0 $37K +119.0 +12.1% $34.05 -18.9%
2026 RILY Brc Group Holdings Inc Financial Services 5,101.0 $37K -239.0 -4.5% $7.32 +29.2%
2027 CMPR Cimpress Plc Communication Services 510.0 $37K -14.0 -2.7% $73.00 +30.4%
2028 EHAB Enhabit Inc Healthcare 2,641.0 $37K -242.0 -8.4% $14.09 -2.1%
2029 HAE Haemonetics Corp/Mass Healthcare 660.0 $37K +46.0 +7.5% $56.36 +9.9%
2030 MATW Matthews Intl Corp-Clas Industrials 1,419.0 $37K +17.0 +1.2% $25.82 +2.4%
2031 OXM Oxford Industries Inc Consumer Cyclical 951.0 $37K +151.0 +18.9% $38.51 +1.4%
2032 RRR Red Rock Resorts Inc-Cl Consumer Cyclical 686.0 $37K +12.0 +1.8% $53.36 -1.7%
2033 TRMK Trustmark Corp Financial Services 862.0 $36K -32.0 -3.6% $42.14 +5.0%
2034 APOG Apogee Enterprises Inc Industrials 1,083.0 $36K +86.0 +8.6% $33.54 +5.2%
2035 CBU Community Financial Sys Financial Services 619.0 $36K +33.0 +5.6% $58.65 +7.7%
2036 Six Flags Entertainment 2,031.0 $36K +539.0 +36.1% $17.75
2037 GFF Griffon Corp Industrials 496.0 $36K +29.0 +6.2% $72.68 +16.5%
2038 KWR Quaker Chemical Corpora Basic Materials 290.0 $36K +9.0 +3.2% $124.23 +12.0%
2039 GNK Genco Shipping & Tradin Industrials 1,597.0 $36K -193.0 -10.8% $22.55 +7.1%
2040 BZH Beazer Homes Usa Inc Consumer Cyclical 1,871.0 $36K +49.0 +2.7% $19.24 +24.8%
Page 102 of 116  ·  2,302 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%