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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 98 of 116  ·  2,302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 CCO Clear Channel Outdoor H Communication Services 21,982.0 $52K NEW $2.37 +1.3%
1942 LGIH Lgi Homes Inc Consumer Cyclical 1,311.0 $52K +151.0 +13.0% $39.53 +16.9%
1943 HCSG Healthcare Services Gro Healthcare 2,782.0 $52K -447.0 -13.8% $18.55 +8.9%
1944 WSFS Wsfs Financial Corp Financial Services 788.0 $52K +34.0 +4.5% $65.46 +9.7%
1945 DOCN Digitalocean Holdings I Technology 600.0 $51K $85.78 +84.6%
1946 HELE Helen Of Troy Ltd Consumer Defensive 3,530.0 $51K -13K -78.7% $14.42 +71.9%
1947 MBC Masterbrand Inc Consumer Cyclical 6,114.0 $51K +674.0 +12.4% $8.31 -8.5%
1948 OII Oceaneering Intl Inc Energy 1,430.0 $51K -57.0 -3.8% $35.47 +8.5%
1949 Enviri Corp 2,562.0 $50K -644.0 -20.1% $19.62
1950 IOSP Innospec Inc Basic Materials 687.0 $50K -19K -96.6% $73.02 +7.8%
1951 VTEX Vtex -Class A Technology 12,500.0 $50K $4.00 -9.8%
1952 DIBS 1Stdibs.Com Inc Consumer Cyclical 9,085.0 $50K +4K +62.7% $5.50 -19.1%
1953 MTRN Materion Corp Basic Materials 343.0 $50K -15.0 -4.2% $144.65 +45.3%
1954 SFL Sfl Corp Ltd Industrials 4,574.0 $49K +57.0 +1.3% $10.79 +17.9%
1955 Defi Technologies Inc 86,826.0 $49K $0.57
1956 STRA Strategic Education Inc Consumer Defensive 591.0 $49K +72.0 +13.9% $82.96 -3.6%
1957 WS Worthington Steel Inc Basic Materials 1,603.0 $49K -15K -90.6% $30.35 +29.0%
1958 BCBP Bcb Bancorp Inc Financial Services 5,415.0 $49K $8.98 +9.2%
1959 Tsakos Energy Navigatio 1,226.0 $48K -120.0 -8.9% $39.46
1960 ROG Rogers Corp Technology 449.0 $48K -1K -72.8% $107.33 +23.9%
Page 98 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%