Funds · 13F filer · Columbus, OH

School Employees Retirement Board Of Ohio

$277.5M in 6 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+10.2%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since June 30, 2024: $126 against $137 in the S&P 500.2

School Employees Retirement Board Of OhioS&P 500 (SPY)
$100$13720242026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
IAUMIshares Gold Tr$158.7M57.2%+37.9%
IEIIshares Tr$44.4M16.0%+79.4%
AMLPAlps Etf Tr$26.3M9.5%
MLPXGlobal X Fds$24.4M8.8%
GOVTIshares Tr$14.8M5.3%−40.2%
GLDMWorld Gold Tr$9.0M3.2%New

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
IAUMIshares Gold TrJune 30, 2024+72.5%$158.7M
AMLPAlps Etf TrSeptember 30, 2024+10.0%$26.3M
MLPXGlobal X FdsMarch 31, 2026−0.4%$24.4M
GOVTIshares TrDecember 31, 2025−1.1%$14.8M
IEIIshares TrJune 30, 2025−1.4%$44.4M

Sold off last quarter

  • TIPIshares Tr was $9.9M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026−8.2%+14.8%
March 31, 2026+6.6%−4.6%
December 31, 2025+5.6%+2.4%
September 30, 2025+6.8%+7.8%
June 30, 2025+1.5%+10.5%
March 31, 2025+7.0%−4.6%
December 31, 2024−1.6%+2.1%
September 30, 2024+6.6%+5.4%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 315024
  2. 2
    SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/315024/000031502426000003/
    Filed July 13, 2026 · accession 0000315024-26-000003