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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 2 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK CO INC Healthcare 1,058,220.0 $136.0M 0.51% -101K -8.7% $128.50 +5.8%
22 GS GOLDMAN SACHS GROUP INC Financial Services 131,789.0 $133.3M 0.50% -36K -21.5% $1011.37 +3.9%
23 HD HOME DEPOT INC Consumer Cyclical 359,142.0 $126.7M 0.47% -44K -11.0% $352.68 -4.2%
24 WMT WALMART INC Consumer Defensive 1,078,290.0 $122.1M 0.46% -220K -16.9% $113.26 +0.9%
25 COST COSTCO WHOLESALE CORP Consumer Defensive 125,688.0 $117.6M 0.44% -2K -1.6% $935.47 +1.9%
26 TMO THERMO FISHER SCIENTIFIC INC Healthcare 232,760.0 $116.7M 0.44% -15K -6.2% $501.36 +16.8%
27 EQIX Equinix Inc Real Estate 108,602.0 $113.2M 0.42% -12K -9.9% $1042.39 +5.3%
28 C CITIGROUP INC Financial Services 800,394.0 $112.0M 0.42% -283K -26.1% $139.96 -1.0%
29 NFLX NETFLIX INC Communication Services 1,545,319.0 $110.3M 0.41% -275K -15.1% $71.40 +6.5%
30 VRT VERTIV HOLDINGS COA Industrials 314,809.0 $105.4M 0.40% -133K -29.6% $334.82 -12.7%
31 ANET ARISTA NETWORKS INC Technology 584,434.0 $99.3M 0.37% -180K -23.6% $169.88 +18.8%
32 APP APPLOVIN CORPCLASS A Technology 186,961.0 $96.3M 0.36% -65K -25.7% $515.23 -39.4%
33 DIS WALT DISNEY COTHE Communication Services 999,739.0 $96.2M 0.36% -63K -5.9% $96.25 +7.5%
34 BA BOEING COTHE Industrials 442,061.0 $95.7M 0.36% -76K -14.7% $216.47 +4.4%
35 RTX RTX CORP Industrials 500,681.0 $95.0M 0.36% -119K -19.2% $189.73 +16.8%
36 SCHW SCHWAB CHARLES CORP Financial Services 1,020,083.0 $94.1M 0.35% -75K -6.8% $92.27 +19.8%
37 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 517,238.0 $93.6M 0.35% -72K -12.2% $180.91 +2.0%
38 WFC WELLS FARGO CO Financial Services 1,102,735.0 $91.1M 0.34% -371K -25.2% $82.64 +5.9%
39 NEE NEXTERA ENERGY INC Utilities 1,025,287.0 $90.0M 0.34% -111K -9.8% $87.77 -1.8%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 2,113,707.0 $89.5M 0.34% -145K -6.4% $42.34 +13.5%
Page 2 of 41  ·  818 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%