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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 38 of 47  ·  925 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AGCO AGCO CORP Industrials 1,915.0 $229K 0.00% +429.0 +28.9% $119.70 -17.8%
742 DVA DAVITA INC Healthcare 1,029.0 $229K 0.00% +188.0 +22.4% $222.48 -20.0%
743 NFG NATIONAL FUEL GAS CO Energy 2,964.0 $229K 0.00% +816.0 +38.0% $77.21 +8.0%
744 MIDD MIDDLEBY CORP Industrials 1,329.0 $229K 0.00% +188.0 +16.5% $172.01 -33.7%
745 AVT AVNET INC Technology 2,567.0 $228K 0.00% +632.0 +32.7% $88.82 +5.2%
746 PDM Piedmont Realty Trust Inc Real Estate 24,900.0 $228K 0.00% +3K +13.7% $9.15 +2.7%
747 BAH BOOZ ALLEN HAMILTON HOLDINGS Industrials 3,743.0 $227K 0.00% +877.0 +30.6% $60.67 +24.9%
748 LADR Ladder Capital Corp Real Estate 22,500.0 $224K 0.00% +2K +11.4% $9.95 -0.4%
749 STANDARDAERO INC 7,455.0 $223K 0.00% +4K +119.7% $29.91
750 LSTR LANDSTAR SYSTEM INC Industrials 1,078.0 $223K 0.00% +262.0 +32.1% $206.81 -10.0%
751 ETSY INC 2,954.0 $223K 0.00% +604.0 +25.7% $75.33
752 CIM Chimera Investment Corp Real Estate 16,500.0 $220K 0.00% +1K +9.3% $13.34 -12.1%
753 DEA Easterly Government Properties Inc Real Estate 8,800.0 $219K 0.00% +2K +20.9% $24.93 -1.7%
754 ST SENSATA TECHNOLOGIES HOLDING Technology 4,594.0 $219K 0.00% +1K +32.2% $47.74 -9.7%
755 GFS GLOBALFOUNDRIES INC Technology 2,659.0 $219K 0.00% +198.0 +8.1% $82.41 -39.4%
756 LEA LEAR CORP Consumer Cyclical 1,621.0 $217K 0.00% +383.0 +30.9% $134.06 -7.6%
757 LKQ LKQ CORP Consumer Cyclical 8,163.0 $215K 0.00% +2K +32.7% $26.33 -4.5%
758 FOX FOX CORP CLASS B Communication Services 4,494.0 $210K 0.00% +921.0 +25.8% $46.84 +30.7%
759 OFIX ORTHOFIX MEDICAL INC Healthcare 23,000.0 $210K 0.00% +14K +150.0% $9.14 +11.8%
760 MSA MSA SAFETY INC Industrials 1,202.0 $210K 0.00% +316.0 +35.7% $174.58 +8.5%
Page 38 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%