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Latest SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Stock Portfolio

$277Million | No. of Holdings #6

About SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO and 13F Hedge Fund Stock Holdings

On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO reported an equity portfolio of $277.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO are IAUM, AAXJ, ACES. The fund has invested 57.2% of it's portfolio in ISHARES GOLD TR and 16% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS). SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO opened new stock positions in WORLD GOLD TR (GLDM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ) and ISHARES GOLD TR (IAUM).
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$277Million
  as of Jul 13, 2026

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
world gold tr9,002,810
New stocks bought by SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

Additions

Ticker% Inc.
ishares tr79.42
ishares gold tr37.9
Additions to existing portfolio by SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

Reductions

Ticker% Reduced
ishares tr-40.21
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-9,923,020
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO got rid off the above stocks

Sector Distribution

  • Others
  • Utilities
Sector%
Others94.7
Utilities5.3

Market Cap. Distribution

  • UNALLOCATED
  • MID-CAP
Category%
UNALLOCATED94.7
MID-CAP5.3

Stocks belong to which Index?

  • Others
  • RUSSELL 2000
Index%
Others94.7
RUSSELL 20005.3
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
IAUM
ishares gold tr
-12.6 %
ACES
alps etf tr
-1.5 %
AAXJ
ishares tr
-0.8 %
AMPS
ishares tr
-0.5 %
AGNG
global x fds
-0.4 %
Top 5 Losers ($)$
IAUM
ishares gold tr
-22.9 M
ACES
alps etf tr
-0.4 M
AAXJ
ishares tr
-0.3 M
AMPS
ishares tr
-0.1 M
AGNG
global x fds
-0.1 M

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

$277.54MTotal Value
7.00Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's holding in Ishares Tr over time
16%378,065
$44.40M
16%
increased 79.42 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's holding in Alps Etf Tr over time
9.47%506,822
$26.28M
9.47%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's holding in Global X Fds over time
8.77%330,585
$24.35M
8.77%
unchanged 0 percentunchanged
GLDM
World Gold Tr

World Gold Tr

GLDM
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's holding in World Gold Tr over time
3.24%113,357
$9.00M
3.24%
new position
IAUM
Ishares Gold Tr

Ishares Gold Tr

IAUM
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's holding in Ishares Gold Tr over time
57.17%3,965,690
$158.67M
57.17%
increased 37.9 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off