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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 4 of 47  ·  925 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WAT WATERS CORP Healthcare 80,790.0 $30.3M 0.11% +79K +5561.5% $375.04 +8.7%
62 WEC WEC ENERGY GROUP INC Utilities 246,725.0 $28.8M 0.11% +7K +3.1% $116.77 -5.4%
63 BKNG BOOKING HOLDINGS INC Consumer Cyclical 160,884.0 $28.7M 0.11% +153K +1880.8% $178.24 +14.9%
64 DHI DR HORTON INC Consumer Cyclical 175,715.0 $28.6M 0.11% +23K +15.3% $162.88 -8.9%
65 NI NISOURCE INC Utilities 600,783.0 $28.6M 0.11% +26K +4.6% $47.55 -10.9%
66 KDP KEURIG DR PEPPER INC Consumer Defensive 868,452.0 $28.4M 0.11% +575K +195.9% $32.73 -7.5%
67 EGP EastGroup Properties Inc Real Estate 139,954.0 $28.3M 0.11% +2K +1.7% $202.53 +0.5%
68 F FORD MOTOR CO Consumer Cyclical 2,030,152.0 $28.2M 0.11% +724K +55.5% $13.90 +1.1%
69 WM WASTE MANAGEMENT INC Industrials 124,139.0 $27.7M 0.10% +9K +8.2% $222.88 +0.5%
70 ULTA ULTA BEAUTY INC Consumer Cyclical 60,672.0 $27.4M 0.10% +13K +28.3% $450.98 +9.4%
71 VLO VALERO ENERGY CORP Energy 103,817.0 $27.0M 0.10% +47K +82.8% $260.44 +33.3%
72 ADM ARCHERDANIELSMIDLAND CO Consumer Defensive 350,018.0 $26.7M 0.10% +54K +18.1% $76.40 +6.4%
73 AIT APPLIED INDUSTRIAL TECH INC Industrials 78,775.0 $26.6M 0.10% +50K +171.7% $338.15 +6.1%
74 INGERSOLLRAND INC 322,251.0 $26.4M 0.10% +85K +35.6% $81.99
75 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 412,689.0 $26.4M 0.10% +72K +21.1% $64.01 +13.1%
76 NTRS NORTHERN TRUST CORP Financial Services 151,552.0 $26.3M 0.10% +15K +11.1% $173.84 +10.1%
77 CINF CINCINNATI FINANCIAL CORP Financial Services 140,748.0 $26.1M 0.10% +9K +6.7% $185.14 -7.6%
78 TWLO TWILIO INC A Communication Services 125,389.0 $25.9M 0.10% +44K +53.5% $206.33 +10.8%
79 FORTINET INC 167,681.0 $25.8M 0.10% +23K +16.3% $153.62
80 PFG PRINCIPAL FINANCIAL GROUP Financial Services 237,625.0 $25.6M 0.10% +232K +4458.3% $107.78 +4.8%
Page 4 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%