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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 52 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 AGCO Agco Corp Industrials 19,551.0 $2.3M 0.01% -590.0 -2.9% $115.87 -3.3%
1022 W Wayfair Inc- Class A Consumer Cyclical 30,038.0 $2.3M 0.01% -1K -3.4% $75.21 -13.9%
1023 ONON On Holding Ag-Class A Consumer Cyclical 66,228.0 $2.3M 0.01% -35K -34.8% $34.02 +15.2%
1024 IFS Intercorp Financial Ser Financial Services 44,666.0 $2.2M 0.01% -12K -21.6% $50.20 +0.7%
1025 INGR Ingredion Inc Consumer Defensive 19,899.0 $2.2M 0.01% -812.0 -3.9% $112.66 -9.3%
1026 HLN Haleon Plc-Adr Healthcare 222,708.0 $2.2M 0.01% +128K +136.4% $10.01 -6.9%
1027 ALGT Allegiant Travel Co Industrials 27,427.0 $2.2M 0.01% $81.04 +0.4%
1028 KNSL Kinsale Capital Group I Financial Services 6,498.0 $2.2M 0.01% -209.0 -3.1% $341.66 -8.7%
1029 NXPI Nxp Semiconductors Nv Technology 11,238.0 $2.2M 0.01% +286.0 +2.6% $196.86 +52.1%
1030 INDV Indivior Pharmaceutical Healthcare 72,527.0 $2.2M 0.01% NEW $30.48 +22.9%
1031 South Bow Corp 66,711.0 $2.2M 0.01% $33.11
1032 DRH Diamondrock Hospitality Real Estate 235,662.0 $2.2M 0.01% -48K -16.9% $9.37 +15.0%
1033 WAL Western Alliance Bancor Financial Services 31,084.0 $2.2M 0.01% -1K -4.3% $70.85 +8.7%
1034 ACI Albertsons Cos Inc - Cl Consumer Defensive 129,232.0 $2.2M 0.01% -14K -10.0% $17.04 -4.5%
1035 LYFT Lyft Inc-A Technology 165,558.0 $2.2M 0.01% +7K +4.3% $13.30 +1.4%
1036 SFM Sprouts Farmers Market Consumer Defensive 28,491.0 $2.2M 0.01% -972.0 -3.3% $77.13 +14.7%
1037 Z Zillow Group Inc - C Communication Services 53,103.0 $2.2M 0.01% -1K -2.3% $41.38 -11.9%
1038 TRMD Torm Plc-A Energy 78,203.0 $2.2M 0.01% +47K +153.8% $28.01 +16.7%
1039 MKTX Marketaxess Holdings In Financial Services 13,269.0 $2.2M 0.01% +563.0 +4.4% $164.98 -17.4%
1040 OMF Onemain Holdings Inc Financial Services 40,769.0 $2.2M 0.01% +2K +5.6% $53.49 +0.5%
Page 52 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%