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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 43 of 47  ·  925 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 POST POST HOLDINGS INC Consumer Defensive 1,541.0 $136K 0.00% +379.0 +32.6% $88.26 -9.6%
842 BLND BLEND LABS INCA Technology 78,700.0 $135K 0.00% +14K +22.0% $1.71 -15.2%
843 PVH PVH CORP Consumer Cyclical 1,797.0 $133K 0.00% +655.0 +57.4% $74.26 +6.0%
844 SSP EW SCRIPPS COTHEA Communication Services 48,100.0 $133K +9K +22.1% $2.77 +19.1%
845 NWS NEWS CORP CLASS B Communication Services 4,735.0 $133K +2K +56.9% $28.06 +19.4%
846 AGO ASSURED GUARANTY LTD Financial Services 1,654.0 $133K +591.0 +55.6% $80.16 -5.8%
847 VHI VALHI INC Basic Materials 9,000.0 $132K +2K +21.6% $14.67 +13.4%
848 BILL BILL HOLDINGS INC Technology 3,622.0 $131K +2K +87.9% $36.16 +36.0%
849 AMER SPORTS INC 3,870.0 $131K +297.0 +8.3% $33.84
850 PSTL Postal Realty Trust Inc Real Estate 5,200.0 $128K +1K +36.8% $24.64 -7.9%
851 AMTM AMENTUM HOLDINGS INC Industrials 6,195.0 $128K +2K +62.4% $20.67 +1.4%
852 DLB DOLBY LABORATORIES INCCL A Technology 2,415.0 $127K +967.0 +66.8% $52.58 +16.2%
853 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 704.0 $126K +266.0 +60.7% $178.95 +20.8%
854 ESOA ENERGY SERVICES OF AMERICA Industrials 6,500.0 $126K +1K +22.6% $19.34 -35.1%
855 RNG RINGCENTRAL INCCLASS A Technology 3,187.0 $124K +1K +66.2% $38.98 +67.2%
856 FOR FORESTAR GROUP INC Real Estate 3,900.0 $123K +400.0 +11.4% $31.65 -9.5%
857 FOUR SHIFT4 PAYMENTS INCCLASS A Technology 2,501.0 $122K +915.0 +57.7% $48.64 -4.0%
858 GOOD Gladstone Commercial Corp Real Estate 9,600.0 $118K +2K +20.0% $12.30 +4.4%
859 EEFT EURONET WORLDWIDE INC Technology 1,612.0 $118K +678.0 +72.6% $73.19 -5.4%
860 RWT Redwood Trust Inc Real Estate 24,700.0 $117K +2K +10.3% $4.74 -0.2%
Page 43 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%