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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 20 of 47  ·  925 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ADNT ADIENT PLC Consumer Cyclical 45,300.0 $833K 0.00% +4K +8.4% $18.38 +8.2%
382 FSUN FIRSTSUN CAPITAL BANCORP Financial Services 21,400.0 $830K 0.00% +9K +69.8% $38.78 +3.6%
383 BFST BUSINESS FIRST BANCSHARES Financial Services 27,000.0 $830K 0.00% +15K +132.8% $30.73 +2.4%
384 MBWM MERCANTILE BANK CORP Financial Services 14,400.0 $827K 0.00% +1K +8.3% $57.42 +5.0%
385 VSCO VICTORIAS SECRET CO Consumer Cyclical 9,900.0 $826K 0.00% +7K +296.0% $83.48 +9.6%
386 EAT BRINKER INTERNATIONAL INC Consumer Cyclical 4,900.0 $823K 0.00% +600.0 +13.9% $168.00 +39.3%
387 BCC BOISE CASCADE CO Basic Materials 10,600.0 $823K 0.00% +6K +120.8% $77.63 +7.4%
388 FSLY FASTLY INC CLASS A Technology 44,800.0 $823K 0.00% +20K +82.1% $18.36 +35.1%
389 TCMD TACTILE SYSTEMS TECHNOLOGY I Healthcare 27,500.0 $819K 0.00% +6K +26.1% $29.78 -19.6%
390 AMTB AMERANT BANCORP INC Financial Services 32,000.0 $817K 0.00% +700.0 +2.2% $25.52 +13.0%
391 RIGL RIGEL PHARMACEUTICALS INC Healthcare 20,800.0 $814K 0.00% +5K +35.1% $39.12 +16.5%
392 VAL VALARIS LTD Energy 11,200.0 $813K 0.00% +10K +833.3% $72.60 +20.2%
393 INVX INNOVEX INTERNATIONAL INC Energy 32,700.0 $811K 0.00% +31K +1535.0% $24.80 +20.9%
394 TALO TALOS ENERGY INC Energy 62,800.0 $811K 0.00% +46K +267.2% $12.91 +32.8%
395 LQDT LIQUIDITY SERVICES INC Consumer Cyclical 20,600.0 $806K 0.00% +8K +70.2% $39.12 +11.9%
396 NTAP NETAPP INC Technology 5,172.0 $800K 0.00% +386.0 +8.1% $154.76 +28.2%
397 THFF FIRST FINANCIAL CORP Financial Services 10,300.0 $798K 0.00% +200.0 +2.0% $77.44 +3.4%
398 EBC EASTERN BANKSHARES INC Financial Services 35,800.0 $796K 0.00% +9K +33.1% $22.24 +4.5%
399 SIGI SELECTIVE INSURANCE GROUP Financial Services 8,200.0 $795K 0.00% +4K +90.7% $97.01 -6.6%
400 AROC ARCHROCK INC Energy 19,400.0 $790K 0.00% +10K +96.0% $40.71 -19.5%
Page 20 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%