SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO
Strategy in plain words
auto-generated from filingsSCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $245.3M US long book across 6 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES GOLD TRUST MICRO, ALERIAN MLP ETF, ISHARES 3-7 YEAR TREASURY BO, ISHARES US TREASURY BOND ETF, GLOBAL X MLP & ENERGY INFRAS.
Over the last 8 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
No sector data
Long book by quarter
What does SCHOOL EMPLOYEES own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 6 | $245.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 5 | $204.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 4 | $194.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 17, 2025 | 4 | $175.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 15, 2025 | 3 | $172.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 3, 2025 | 4 | $192.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 6 | $175.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 9, 2024 | 2 | $118.5M | canonical | SEC ↗ |