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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 97 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 CVCO Cavco Industries Inc Consumer Cyclical 117.0 $57K +5.0 +4.5% $484.29 +1.5%
1922 ABCB Ameris Bancorp Financial Services 724.0 $56K $77.99 +8.7%
1923 ICHR Ichor Holdings Ltd Technology 1,203.0 $56K $46.61 +40.1%
1924 SEM Select Medical Holdings Healthcare 3,440.0 $56K +437.0 +14.6% $16.29 +1.4%
1925 Grupo Aeromexico Sab De 3,966.0 $56K NEW $14.01
1926 BGS B&G Foods Inc Consumer Defensive 11,487.0 $55K +809.0 +7.6% $4.81 -11.6%
1927 BTQ Btq Technologies Corp Technology 20,762.0 $55K $2.65 +27.5%
1928 SENEA Seneca Foods Corp - Cl Consumer Defensive 358.0 $54K NEW $151.12 -7.2%
1929 GBCI Glacier Bancorp Inc Financial Services 1,209.0 $54K +46.0 +4.0% $44.67 +7.0%
1930 FULT Fulton Financial Corp Financial Services 2,646.0 $54K +90.0 +3.5% $20.34 +5.2%
1931 CIM Chimera Investment Corp Real Estate 4,269.0 $54K +119.0 +2.9% $12.55 +5.9%
1932 WSBC Wesbanco Inc Financial Services 1,548.0 $53K -64.0 -4.0% $34.49 -0.9%
1933 FIBK First Interstate Bancsy Financial Services 1,589.0 $53K +79.0 +5.2% $33.40 +5.4%
1934 NTCT Netscout Systems Inc Technology 1,669.0 $53K -44.0 -2.6% $31.79 +24.1%
1935 YELP Yelp Inc Communication Services 2,144.0 $53K +289.0 +15.6% $24.74 -9.2%
1936 WLY Wiley (John) & Sons-Cla Communication Services 1,390.0 $53K +167.0 +13.7% $38.10 +8.6%
1937 ABR Arbor Realty Trust Inc Real Estate 6,832.0 $53K +1K +24.0% $7.71 -23.3%
1938 AOMR Angel Oak Mortgage Reit Real Estate 6,400.0 $53K -3K -31.9% $8.22 +2.8%
1939 ACH Accendra Health Inc Healthcare 22,959.0 $52K +4K +23.6% $2.28 +18.9%
1940 BKD Brookdale Senior Living Healthcare 3,811.0 $52K -838.0 -18.0% $13.68 -2.2%
Page 97 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%