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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 105 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 MGEE Mge Energy Inc Utilities 400.0 $31K +32.0 +8.7% $77.29 -1.7%
2082 LIVN Livanova Plc Healthcare 483.0 $31K -10.0 -2.0% $63.56 +15.9%
2083 THRM Gentherm Inc Consumer Cyclical 1,103.0 $31K +58.0 +5.5% $27.78 +12.3%
2084 RAMP Liveramp Holdings Inc Technology 1,155.0 $31K +84.0 +7.8% $26.52 +42.3%
2085 HOV Hovnanian Enterprises-A Consumer Cyclical 274.0 $30K +18.0 +7.0% $110.91 +4.1%
2086 REX Rex American Resources Basic Materials 666.0 $30K -54.0 -7.5% $45.57 +7.0%
2087 TRS Trimas Corp Consumer Cyclical 843.0 $30K -132.0 -13.5% $35.94 +9.1%
2088 RDCM Radcom Ltd Communication Services 2,481.0 $30K $12.16 +18.7%
2089 GPRK Geopark Ltd Energy 3,166.0 $30K +151.0 +5.0% $9.50 +2.2%
2090 AGX Argan Inc Industrials 55.0 $30K -17.0 -23.6% $544.65 +18.4%
2091 MBUU Malibu Boats Inc - A Consumer Cyclical 1,152.0 $30K +85.0 +8.0% $25.92 +3.6%
2092 ARCO Arcos Dorados Holdings Consumer Cyclical 3,604.0 $30K +199.0 +5.8% $8.25 +10.9%
2093 NMIH Nmi Holdings Inc Financial Services 792.0 $30K +35.0 +4.6% $37.51 +0.7%
2094 MRCY Mercury Systems Inc Industrials 406.0 $30K -66.0 -14.0% $72.91 +32.2%
2095 JBSS John B. Sanfilippo & So Consumer Defensive 373.0 $30K -5.0 -1.3% $79.33 -4.0%
2096 Skillz Inc 11,393.0 $30K -536.0 -4.5% $2.59
2097 JJSF J & J Snack Foods Corp Consumer Defensive 372.0 $29K -27K -98.6% $79.27 -7.0%
2098 INVA Innoviva Inc Healthcare 1,263.0 $29K -28.0 -2.2% $23.30 -4.7%
2099 TOWN Towne Bank Financial Services 868.0 $29K +15.0 +1.8% $33.67 +2.8%
2100 EMBC Embecta Corp Healthcare 3,300.0 $29K +268.0 +8.8% $8.84 -62.4%
Page 105 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%