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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 91 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 PHIN Phinia Inc Consumer Cyclical 1,326.0 $91K -36.0 -2.6% $68.44 +8.9%
1802 FOA Finance Of America Cos Financial Services 5,450.0 $90K NEW $16.60 +17.2%
1803 ALTG Alta Equipment Group In Industrials 16,700.0 $90K +11K +173.8% $5.37 -6.1%
1804 FRST Primis Financial Corp Financial Services 6,733.0 $89K $13.28 +8.2%
1805 API Agora Inc-Adr Technology 25,239.0 $89K -14K -36.0% $3.54 +6.5%
1806 VSTS Vestis Corp Industrials 11,231.0 $88K -195K -94.5% $7.86 +48.9%
1807 Flagstar Bank Na 6,664.0 $88K +170.0 +2.6% $13.17
1808 LAW Cs Disco Inc Technology 22,735.0 $87K +14K +151.6% $3.82 -2.6%
1809 BXMT Blackstone Mortgage Tru Real Estate 4,499.0 $86K +298.0 +7.1% $19.15 -6.1%
1810 BFST Business First Bancshar Financial Services 3,169.0 $86K $27.04 +3.6%
1811 AVNT Avient Corp Basic Materials 2,355.0 $85K +133.0 +6.0% $36.30 -6.0%
1812 NJR New Jersey Resources Co Utilities 1,554.0 $85K +51.0 +3.4% $54.92 +4.1%
1813 SCL Stepan Co Basic Materials 1,704.0 $85K -27K -94.1% $49.98 +1.5%
1814 MAX Mediaalpha Inc-Class A Communication Services 9,100.0 $85K NEW $9.30 -11.1%
1815 UNIT Uniti Group Inc Real Estate 8,919.0 $84K +102.0 +1.2% $9.38 +16.7%
1816 RMAX Re/Max Holdings Inc-Cl Real Estate 14,434.0 $83K +3K +28.5% $5.76 +65.6%
1817 TALO Talos Energy Inc Energy 5,246.0 $83K -166.0 -3.1% $15.76 +2.8%
1818 FBIZ First Business Financia Financial Services 1,529.0 $82K $53.93 +6.1%
1819 SNAP Snap Inc - A Communication Services 17,875.0 $82K NEW $4.60 +22.3%
1820 SHOO Steven Madden Ltd Consumer Cyclical 2,412.0 $82K +116.0 +5.0% $33.92 +19.3%
Page 91 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%