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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 54 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 WINA Winmark Corp Consumer Cyclical 4,770.0 $2.0M 0.01% $427.55 -15.9%
1062 RBRK Rubrik Inc-A Technology 41,603.0 $2.0M 0.01% -41K -49.5% $48.97 +36.6%
1063 THG Hanover Insurance Group Financial Services 11,742.0 $2.0M 0.01% +268.0 +2.3% $173.35 +12.2%
1064 LTC Ltc Properties Inc Real Estate 54,420.0 $2.0M 0.01% +38K +232.5% $37.16 +4.0%
1065 BVN Cia De Minas Buenaventu Basic Materials 56,072.0 $2.0M 0.01% +47K +539.2% $36.04 -6.5%
1066 DOX Amdocs Ltd Technology 30,925.0 $2.0M 0.01% -2K -5.1% $65.26 -4.4%
1067 MP Mp Materials Corp Basic Materials 41,749.0 $2.0M 0.01% +2K +5.1% $48.26 +27.9%
1068 CGNT Cognyte Software Ltd Technology 248,550.0 $2.0M 0.01% $8.10 +22.5%
1069 HXL Hexcel Corp Industrials 24,853.0 $2.0M 0.01% -2K -7.0% $80.93 +4.7%
1070 BEN Franklin Resources Inc Financial Services 85,021.0 $2.0M 0.01% -13K -13.3% $23.62 +30.7%
1071 CBSH Commerce Bancshares Inc Financial Services 40,705.0 $2.0M 0.01% +498.0 +1.2% $49.20 +6.1%
1072 COLM Columbia Sportswear Co Consumer Cyclical 36,528.0 $2.0M 0.01% -1K -3.9% $54.81 +12.0%
1073 CVLT Commvault Systems Inc Technology 25,630.0 $2.0M 0.01% -840.0 -3.2% $77.89 +36.1%
1074 JEF Jefferies Financial Gro Financial Services 48,297.0 $2.0M 0.01% +2K +4.8% $41.27 +27.1%
1075 TKR Timken Co Industrials 19,801.0 $2.0M 0.01% -558.0 -2.7% $100.57 +16.5%
1076 MIDD Middleby Corp Industrials 14,999.0 $2.0M 0.01% -454.0 -2.9% $132.58 +9.5%
1077 DEA Easterly Government Pro Real Estate 92,353.0 $2.0M 0.01% -11K -10.6% $21.43 +11.4%
1078 GTY Getty Realty Corp Real Estate 62,199.0 $2.0M 0.01% -12K -15.9% $31.80 +5.1%
1079 MOH Molina Healthcare Inc Healthcare 14,803.0 $2.0M 0.01% -503.0 -3.3% $133.30 +36.0%
1080 MSA Msa Safety Inc Industrials 11,976.0 $2.0M 0.01% -324.0 -2.6% $163.95 +2.8%
Page 54 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%