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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 21 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SEM SELECT MEDICAL HOLDINGS CORP Healthcare 41,000.0 $678K 0.00% -9K -17.7% $16.54 -0.2%
402 QSR RESTAURANT BRANDS INTERN Consumer Cyclical 9,285.0 $673K 0.00% -64.0 -0.7% $72.51 +5.6%
403 MRCY MERCURY SYSTEMS INC Industrials 5,500.0 $673K 0.00% -8K -57.7% $122.33 -14.2%
404 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,671.0 $672K 0.00% -120.0 -3.2% $183.11 -1.8%
405 WDAY WORKDAY INCCLASS A Technology 5,488.0 $672K 0.00% -78K -93.4% $122.42 +55.7%
406 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 6,000.0 $666K 0.00% -6K -50.0% $111.03 +3.8%
407 SKYW SKYWEST INC Industrials 6,700.0 $666K 0.00% -4K -36.2% $99.33 +3.8%
408 OEC ORION SA Basic Materials 100,000.0 $663K 0.00% -10K -9.1% $6.63 -8.4%
409 CNP CENTERPOINT ENERGY INC Utilities 15,041.0 $662K 0.00% -567.0 -3.6% $44.04 -7.9%
410 TALK TALKSPACE INC Healthcare 125,200.0 $651K 0.00% -48K -27.9% $5.20 +1.0%
411 EBMT EAGLE BANCORP MONTANA INC Financial Services 27,200.0 $651K 0.00% -900.0 -3.2% $23.93 -1.7%
412 BCBP BCB BANCORP INC Financial Services 60,600.0 $650K 0.00% -4K -5.9% $10.72 -16.8%
413 OTIS OTIS WORLDWIDE CORP Industrials 8,814.0 $631K 0.00% -24K -73.3% $71.60 -1.7%
414 FTAI AVIATION LTD 2,320.0 $628K 0.00% -120.0 -4.9% $270.53
415 COGT COGENT BIOSCIENCES INC Healthcare 16,200.0 $627K 0.00% -14K -46.9% $38.70 -3.4%
416 VVX V2X INC Industrials 8,400.0 $626K 0.00% -2K -16.8% $74.56 +9.3%
417 NVT NVENT ELECTRIC PLC Industrials 3,673.0 $623K 0.00% -141.0 -3.7% $169.61 -2.9%
418 WSM WILLIAMSSONOMA INC Consumer Cyclical 2,672.0 $623K 0.00% -165.0 -5.8% $233.10 +3.6%
419 LH LABCORP HOLDINGS INC Healthcare 2,223.0 $622K 0.00% -84K -97.4% $280.00 +15.1%
420 FICO FAIR ISAAC CORP Technology 518.0 $619K 0.00% -843.0 -61.9% $1194.78 -9.8%
Page 21 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%