SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO
PensionCIK
315024
Location
COLUMBUS, OH
Portfolio Value
Small
$167,670,108
Diversification
Highly concentrated
Filing Date
Global Rank
#531
/ 1,225
▲ 4562
3Y Alpha vs SPY
+11.0%
Period ended 18 days ago
Filed Jul 13, 2026 · 5d
9 quarters · since Jun 2024
Clone Performance
Aug 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.3%
SPY
+41.0%
Annualised alpha
+9.1%
Max drawdown
−26.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
94.6%
−5.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,984
Highly concentrated−1,016
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $167,670,108 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAUM | iShares Gold Trust Micro | +1,089,942 | 3,965,691 | $158,667,296 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLDM | World Gold Trust | 113,357 | $9,002,812 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$167,670,108 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
Added | 3,965,691 | $158,667,296 | 94.63% | |
| GLDM |
World Gold Trust
|
NEW | 113,357 | $9,002,812 | 5.37% |