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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 35 of 47  ·  925 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GIII GIII APPAREL GROUP LTD Consumer Cyclical 8,800.0 $297K 0.00% +2K +23.9% $33.71 +0.0%
682 CNH INDUSTRIAL NV 26,308.0 $295K 0.00% +5K +25.1% $11.23
683 R RYDER SYSTEM INC Industrials 1,108.0 $292K 0.00% +167.0 +17.8% $263.77 -1.8%
684 FLY FIREFLY AEROSPACE INC Industrials 9,900.0 $291K 0.00% +6K +160.5% $29.40 -11.1%
685 RLJ RLJ Lodging Trust Real Estate 24,500.0 $290K 0.00% +300.0 +1.2% $11.85 -5.6%
686 OSK OSHKOSH CORP Industrials 1,890.0 $290K 0.00% +385.0 +25.6% $153.48 -3.8%
687 ULH UNIVERSAL LOGISTICS HOLDINGS Industrials 19,500.0 $289K 0.00% +7K +51.2% $14.80 +30.3%
688 BLD TOPBUILD CORP Industrials 808.0 $286K 0.00% +136.0 +20.2% $354.53 +0.0%
689 ARI Apollo Commercial Real Estate Finance Inc Real Estate 26,600.0 $284K 0.00% +1K +4.7% $10.68 -36.1%
690 TKR TIMKEN CO Industrials 1,942.0 $282K 0.00% +444.0 +29.6% $145.32 -11.1%
691 ANIK ANIKA THERAPEUTICS INC Healthcare 19,200.0 $281K 0.00% +4K +23.1% $14.63 +47.4%
692 ORC Orchid Island Capital Inc Real Estate 40,300.0 $281K 0.00% +13K +48.7% $6.97 -4.3%
693 FFIN FIRST FINL BANKSHARES INC Financial Services 8,100.0 $280K 0.00% +800.0 +11.0% $34.60 +0.1%
694 TTC TORO CO Industrials 2,875.0 $280K 0.00% +514.0 +21.8% $97.42 -1.1%
695 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,994.0 $279K 0.00% +410.0 +25.9% $139.94 +4.0%
696 BVS BIOVENTUS INC A Healthcare 29,300.0 $277K 0.00% +5K +22.1% $9.44 +51.5%
697 CNM CORE MAIN INCCLASS A Industrials 5,685.0 $274K 0.00% +1K +25.0% $48.25 -5.8%
698 CDXS CODEXIS INC Healthcare 121,000.0 $273K 0.00% +22K +22.1% $2.26 -33.6%
699 BGC BGC GROUP INCA Financial Services 25,400.0 $272K 0.00% +20K +345.6% $10.69 +3.6%
700 MTCH MATCH GROUP INC Communication Services 7,129.0 $271K 0.00% +1K +24.1% $38.05 +1.7%
Page 35 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%