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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 42 of 47  ·  925 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ESRT Empire State Realty Trust Inc Real Estate 28,200.0 $153K 0.00% +3K +12.3% $5.41 -12.8%
822 SLGN SILGAN HOLDINGS INC Consumer Cyclical 3,288.0 $153K 0.00% +1K +55.4% $46.39 -10.7%
823 EPAM EPAM SYSTEMS INC Technology 1,894.0 $150K 0.00% +604.0 +46.8% $79.35 +28.4%
824 MAT MATTEL INC Consumer Cyclical 10,676.0 $148K 0.00% +3K +44.2% $13.88 +5.2%
825 GAP GAP INCTHE Consumer Cyclical 7,856.0 $147K 0.00% +2K +44.7% $18.68 +7.9%
826 APPF APPFOLIO INC A Technology 904.0 $145K 0.00% +377.0 +71.5% $160.35 +28.1%
827 UUUU ENERGY FUELS INC Energy 9,900.0 $144K 0.00% +700.0 +7.6% $14.50 -2.6%
828 BFAM BRIGHT HORIZONS FAMILY SOLUT Consumer Cyclical 2,023.0 $143K 0.00% +661.0 +48.5% $70.88 +3.3%
829 EXLS EXLSERVICE HOLDINGS INC Technology 5,541.0 $143K 0.00% +2K +49.9% $25.86 +38.4%
830 HAYW HAYWARD HOLDINGS INC Industrials 8,273.0 $143K 0.00% +4K +74.1% $17.31 -15.5%
831 THO THOR INDUSTRIES INC Consumer Cyclical 1,889.0 $142K 0.00% +683.0 +56.6% $75.16 +4.9%
832 CTKB CYTEK BIOSCIENCES INC Healthcare 32,000.0 $142K 0.00% +6K +22.1% $4.43 +5.5%
833 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 990.0 $142K 0.00% +331.0 +50.2% $143.11 +2.9%
834 IVR Invesco Mortgage Capital Inc Real Estate 17,900.0 $141K 0.00% +6K +44.4% $7.90 -5.2%
835 OLED UNIVERSAL DISPLAY CORP Technology 1,625.0 $141K 0.00% +573.0 +54.5% $86.59 -1.9%
836 CTO CTO Realty Growth Inc Real Estate 6,500.0 $140K 0.00% +1K +20.4% $21.51 +1.8%
837 ADT ADT INC Industrials 21,411.0 $139K 0.00% +9K +75.1% $6.50 +11.4%
838 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 2,188.0 $138K 0.00% +819.0 +59.8% $63.30 -14.2%
839 FIRST HAWAIIAN INC 4,692.0 $137K 0.00% +2K +58.9% $29.30
840 DLX DELUXE CORP Communication Services 5,700.0 $136K 0.00% +4K +200.0% $23.88 -0.3%
Page 42 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%