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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 2 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HON Honeywell International Industrials 909,312.0 $205.5M 0.67% +653K +255.1% $226.03 -4.4%
22 COST Costco Wholesale Corp Consumer Defensive 196,388.0 $195.7M 0.63% -6K -3.0% $996.43 +9.3%
23 PLD Prologis Inc Real Estate 1,449,854.0 $191.6M 0.62% -206K -12.4% $132.18 +7.6%
24 AZN Astrazeneca Plc Healthcare 957,000.0 $186.1M 0.60% NEW $194.51 -3.6%
25 NFLX Netflix Inc Communication Services 1,755,476.0 $168.8M 0.55% $96.15 -8.8%
26 CVX Chevron Corp Energy 796,420.0 $164.8M 0.53% -7K -0.8% $206.90 -4.6%
27 MU Micron Technology Inc Technology 482,315.0 $162.9M 0.53% $337.84 +114.2%
28 ABBV Abbvie Inc Healthcare 724,544.0 $157.6M 0.51% $217.49 -1.9%
29 EQIX Equinix Inc Real Estate 151,901.0 $148.9M 0.48% -21K -12.4% $980.24 +6.9%
30 ORCL Oracle Corp Technology 987,396.0 $145.3M 0.47% +309K +45.5% $147.11 +22.5%
31 GLDM Spdr Gold Minishares Tr Financial Services 1,516,600.0 $140.6M 0.46% +1.4M +2167.0% $92.69 -4.1%
32 PG Procter & Gamble Co/The Consumer Defensive 947,488.0 $136.9M 0.44% $144.44 -2.3%
33 CAT Caterpillar Inc Industrials 193,151.0 $136.8M 0.44% $708.46 +21.9%
34 AMD Advanced Micro Devices Technology 659,922.0 $134.2M 0.43% $203.43 +112.6%
35 AEM Agnico Eagle Mines Ltd Basic Materials 654,890.0 $132.7M 0.43% -40K -5.7% $202.70 -14.1%
36 CSCO Cisco Systems Inc Technology 1,706,440.0 $132.4M 0.43% -63K -3.5% $77.59 +49.8%
37 HD Home Depot Inc Consumer Cyclical 402,454.0 $132.4M 0.43% $328.89 -9.7%
38 PLTR Palantir Technologies I Technology 894,096.0 $130.8M 0.42% $146.28 -9.1%
39 BAC Bank Of America Corp Financial Services 2,677,676.0 $130.5M 0.42% -22K -0.8% $48.75 +3.7%
40 MRK Merck & Co. Inc. Healthcare 1,043,669.0 $125.5M 0.41% -14K -1.3% $120.29 -4.8%
Page 2 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%