Home/Smart Money/PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
§ 13F · FUND PROFILE

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO.

Ohio public employees pension
AUM · $29699.9T (13F)Positions · 2357Turnover · 100% · Q4Filed · Feb 17, 2026
BIG MOVE · Q4
Technology cut 1pp. Semiconductors lifted 1pp.
CONCENTRATION
32%
Top 10 holdings
NEW BUYS
+2351
+$32063.5T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → SEMICONDUCTORS
-1pp · +1pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026
#TickerNameShares$ value% portΔ Q4
1NVDANvidia Corp11.00M$2050.7T6.4%NEW
2AAPLApple Inc6.29M$1709.6T5.3%NEW
3MSFTMicrosoft Corp3.11M$1502.0T4.7%NEW
4AMZNAmazon.Com Inc4.00M$922.8T2.9%NEW
5IVVIshares Core S&P 500 Et1.17M$801.4T2.5%NEW
6GOOGLAlphabet Inc-Cl A2.50M$781.3T2.4%NEW
7AVGOBroadcom Inc1.91M$661.7T2.1%NEW
8GOOGAlphabet Inc-Cl C2.01M$631.8T2.0%NEW
9METAMeta Platforms Inc-Clas906K$598.1T1.9%NEW
10TSLATesla Inc1.16M$519.6T1.6%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Other46.3% (1pp)
Technology15.3% (1pp)
Semiconductors12.5% (+1pp)
Media8.2% (+1pp)
Retail6.8% (1pp)
Real Estate6.4% (±0)
§ 03 · THE PUBLIC SIGNAL

AC read

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO is a Income / Defensive fund managing $29699888.6 trillion in assets. The fund runs a massive portfolio of 2,357 positions, broad diversification across holdings, with the top 10 accounting for 32%. Trading activity is aggressive at 100% quarterly turnover, with 2351 new positions and 0 exits last quarter. Top sector allocations: Other (46%), Technology (15%), Semiconductors (13%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Busy quarter
+2351 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed