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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

· CIK 0001007280
13F Portfolio $32.1B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2312 New
Page 108 of 116  ·  2,312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 PLAY Dave & Buster'S Enterta Communication Services 1,599.0 $26K NEW $16.21 -31.2%
2142 LADR Ladder Capital Corp-Rei Real Estate 2,356.0 $26K NEW $10.99 -9.2%
2143 MFA Mfa Financial Inc Real Estate 2,775.0 $26K NEW $9.31 +2.0%
2144 INVA Innoviva Inc Healthcare 1,291.0 $26K NEW $19.99 +11.1%
2145 NNI Nelnet Inc-Cl A Financial Services 194.0 $26K NEW $132.96 -2.5%
2146 NEOG Neogen Corp Healthcare 3,662.0 $26K NEW $6.99 +26.8%
2147 CPK Chesapeake Utilities Co Utilities 205.0 $26K NEW $124.76 +1.8%
2148 RUN Sunrun Inc Energy 1,390.0 $26K NEW $18.40 -25.6%
2149 PBI Pitney Bowes Inc Industrials 2,401.0 $25K NEW $10.57 +46.6%
2150 TDOC Teladoc Health Inc Healthcare 3,617.0 $25K NEW $7.00 -7.4%
2151 CMTG Claros Mortgage Trust I Real Estate 8,226.0 $25K NEW $3.06 -28.8%
2152 AMRX Amneal Pharmaceuticals Healthcare 1,996.0 $25K NEW $12.60 -1.4%
2153 ARCO Arcos Dorados Holdings Consumer Cyclical 3,405.0 $25K NEW $7.34 +24.7%
2154 HOV Hovnanian Enterprises-A Consumer Cyclical 256.0 $25K NEW $97.54 +18.4%
2155 RILY Brc Group Holdings Inc Financial Services 5,340.0 $25K NEW $4.67 +102.6%
2156 AGRO Adecoagro Sa Consumer Defensive 3,140.0 $25K NEW $7.93 +71.8%
2157 GLNG Golar Lng Ltd Energy 661.0 $25K NEW $37.21 +40.6%
2158 FCF First Commonwealth Finl Financial Services 1,456.0 $25K NEW $16.86 +11.2%
2159 CALX Calix Inc Technology 463.0 $25K NEW $52.93 -27.4%
2160 CARS Cars.Com Inc Consumer Cyclical 2,002.0 $24K NEW $12.20 -21.6%
Page 108 of 116  ·  2,312 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 31.8%
Financial Services 13.2%
Consumer Cyclical 10.3%
Communication Services 9.6%
Healthcare 8.6%
Industrials 7.8%
Real Estate 6.7%
Consumer Defensive 4.1%
Basic Materials 2.8%
Energy 2.8%