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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 25 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BIDU BAIDU INC SPON ADR Communication Services 3,694.0 $422K 0.00% -8K -68.3% $114.29 -19.0%
482 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,879.0 $420K 0.00% -218K -97.8% $86.09 +17.2%
483 GH GUARDANT HEALTH INC Healthcare 2,793.0 $419K 0.00% -24K -89.5% $150.03 +9.4%
484 BBY BEST BUY CO INC Consumer Cyclical 5,502.0 $417K 0.00% -276K -98.0% $75.88 +17.9%
485 BRO BROWN BROWN INC Financial Services 6,491.0 $416K 0.00% -17K -72.3% $64.15 +10.0%
486 EFX EQUIFAX INC Industrials 2,622.0 $416K 0.00% -10K -78.4% $158.72 +18.5%
487 J JACOBS SOLUTIONS INC Industrials 3,300.0 $416K 0.00% -7K -67.2% $126.00 +13.3%
488 SKYWARD SPECIALTY INSURANCE 7,100.0 $414K 0.00% -80K -91.9% $58.35
489 CMP COMPASS MINERALS INTERNATION Basic Materials 13,300.0 $414K 0.00% -10K -42.2% $31.13 -19.0%
490 FTV FORTIVE CORP Technology 6,705.0 $410K 0.00% -894.0 -11.8% $61.09 -1.5%
491 VIKING HOLDINGS LTD 3,894.0 $408K 0.00% -281.0 -6.7% $104.67
492 VTRS VIATRIS INC Healthcare 25,620.0 $407K 0.00% -2K -7.4% $15.88 +3.9%
493 SMCI SUPER MICRO COMPUTER INC Technology 13,793.0 $405K 0.00% -224K -94.2% $29.33 +25.9%
494 ONTO ONTO INNOVATION INC Technology 1,068.0 $404K 0.00% -97.0 -8.3% $378.45 -17.3%
495 JBI JANUS INTERNATIONAL GROUP IN Industrials 71,700.0 $398K 0.00% -4K -5.0% $5.55 -6.8%
496 LII LENNOX INTERNATIONAL INC Industrials 688.0 $394K 0.00% -73.0 -9.6% $572.95 -26.7%
497 INSTALLED BUILDING PRODUCTS 1,700.0 $391K 0.00% -600.0 -26.1% $229.84
498 CAF Morgan Stanley China A Share Fund Inc Financial Services 18,297.0 $385K 0.00% -6K -23.3% $21.04 -8.0%
499 ACT ENACT HOLDINGS INC Financial Services 8,400.0 $384K 0.00% -9K -52.5% $45.71 +10.6%
500 NVR NVR INC Consumer Cyclical 56.0 $382K 0.00% -9.0 -13.8% $6813.39 -5.5%
Page 25 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%