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Portfolio (Quarterly) Guide ↗

STRS OHIO

· CIK 0000820478
13F Portfolio $26.7B AUM 2,154 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 313 New 925 Added 818 Reduced 328 Exited
Page 10 of 47  ·  925 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHOO STEVEN MADDEN LTD Consumer Cyclical 151,973.0 $6.4M 0.02% +28K +22.6% $42.10 +11.5%
182 BR BROADRIDGE FINANCIAL SOLUTIO Technology 45,644.0 $6.3M 0.02% +7K +17.7% $136.95 +24.7%
183 DKS DICKS SPORTING GOODS INC Consumer Cyclical 26,772.0 $6.1M 0.02% +256.0 +1.0% $226.81 -12.9%
184 WTW WILLIS TOWERS WATSON PLC Financial Services 23,138.0 $6.0M 0.02% +7K +46.5% $261.37 +26.1%
185 YETI YETI HOLDINGS INC Consumer Cyclical 120,787.0 $6.0M 0.02% +22K +22.2% $49.56 -12.6%
186 BWXT BWX TECHNOLOGIES INC Industrials 30,124.0 $5.9M 0.02% +1K +3.6% $194.65 -13.6%
187 GPN GLOBAL PAYMENTS INC Industrials 80,427.0 $5.8M 0.02% +40K +99.7% $72.56 +24.6%
188 TTAN SERVICETITAN Technology 82,500.0 $5.8M 0.02% +48K +137.1% $70.71 +26.9%
189 FAF FIRST AMERICAN FINANCIAL Financial Services 80,149.0 $5.5M 0.02% +78K +3339.9% $68.59 +7.5%
190 SKT Tanger Inc Real Estate 138,700.0 $5.5M 0.02% +119K +604.1% $39.47 -2.2%
191 IMAX IMAX CORP Communication Services 137,150.0 $5.5M 0.02% +29K +26.5% $39.86 +31.1%
192 TLN TALEN ENERGY CORP Utilities 13,991.0 $5.4M 0.02% +4K +38.7% $384.26 -8.7%
193 PII POLARIS INC Consumer Cyclical 77,800.0 $5.3M 0.02% +26K +51.7% $68.44 -0.7%
194 FIS FIDELITY NATIONAL INFO SERV Technology 136,070.0 $5.3M 0.02% +61K +82.4% $38.88 +5.9%
195 WSC WILLSCOT HOLDINGS CORP Industrials 181,823.0 $5.2M 0.02% +178K +4166.1% $28.86 -19.3%
196 ULS UL SOLUTIONS Industrials 49,818.0 $5.1M 0.02% +8K +19.5% $101.86 -23.9%
197 EQH EQUITABLE HOLDINGS INC Financial Services 109,898.0 $4.8M 0.02% +103K +1425.9% $43.88 +16.6%
198 CHRW CH ROBINSON WORLDWIDE INC Industrials 25,530.0 $4.8M 0.02% +16K +157.5% $188.34 -23.0%
199 WWD WOODWARD INC Industrials 11,250.0 $4.8M 0.02% +5K +77.6% $425.44 -13.1%
200 DRH DiamondRock Hospitality Co Real Estate 385,000.0 $4.7M 0.02% +349K +957.7% $12.17 +1.6%
Page 10 of 47  ·  925 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 13.4%
Healthcare 9.6%
Industrials 9.4%
Consumer Cyclical 9.1%
Communication Services 9.0%
Consumer Defensive 4.0%
Real Estate 3.4%
Utilities 3.1%
Energy 2.1%