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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 95 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 OPCH Option Care Health Inc Healthcare 2,438.0 $66K +139.0 +6.0% $26.92 -20.1%
1882 GEO Geo Group Inc/The Industrials 3,866.0 $65K +715.0 +22.7% $16.81 +37.5%
1883 UVV Universal Corp/Va Consumer Defensive 1,216.0 $64K +53.0 +4.6% $52.70 +4.0%
1884 SLVM Sylvamo Corp Basic Materials 1,516.0 $64K +191.0 +14.4% $42.24 -11.6%
1885 GOTU Gaotu Techedu Inc Consumer Defensive 32,184.0 $63K -44K -57.6% $1.96 -7.7%
1886 CVSA Covista Inc Consumer Cyclical 546.0 $63K +26.0 +5.0% $115.25 +7.7%
1887 FRMI Fermi Inc Utilities 10,713.0 $63K -69.0 -0.6% $5.84 +3.8%
1888 HOMB Home Bancshares Inc Financial Services 2,323.0 $63K +155.0 +7.2% $26.93 -1.2%
1889 ASB Associated Banc-Corp Financial Services 2,415.0 $62K -41.0 -1.7% $25.86 +8.5%
1890 VAL Valaris Ltd Energy 634.0 $62K -40.0 -5.9% $98.04 +11.8%
1891 GBX Greenbrier Companies In Industrials 1,179.0 $62K +44.0 +3.9% $52.65 -7.5%
1892 FELE Franklin Electric Co In Industrials 673.0 $62K +38.0 +6.0% $92.17 +4.9%
1893 RXO Rxo Inc Industrials 4,196.0 $61K +649.0 +18.3% $14.62 +63.1%
1894 VINP Vinci Compass Investmen Financial Services 5,800.0 $61K -100.0 -1.7% $10.55 -2.0%
1895 PLAB Photronics Inc Technology 1,513.0 $61K -82.0 -5.1% $40.41 +23.3%
1896 SKY Champion Homes Inc Consumer Cyclical 816.0 $61K +71.0 +9.5% $74.37 -6.2%
1897 CABO Cable One Inc Communication Services 665.0 $61K +145.0 +27.9% $91.21 -47.7%
1898 HGV Hilton Grand Vacations Consumer Cyclical 1,549.0 $61K +55.0 +3.7% $39.12 +25.2%
1899 CATY Cathay General Bancorp Financial Services 1,211.0 $60K +23.0 +1.9% $49.86 +14.8%
1900 KALU Kaiser Aluminum Corp Basic Materials 501.0 $60K -43.0 -7.9% $120.51 +40.6%
Page 95 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%