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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 3 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADI ANALOG DEVICES INC Technology 221,821.0 $88.1M 0.33% -44K -16.4% $397.17 -1.7%
42 CVS CVS HEALTH CORP Healthcare 798,637.0 $82.6M 0.31% -89K -10.1% $103.45 -9.1%
43 PEP PEPSICO INC Consumer Defensive 590,123.0 $79.9M 0.30% -50K -7.8% $135.40 +2.1%
44 KO COCACOLA COTHE Consumer Defensive 968,287.0 $78.7M 0.29% -213K -18.0% $81.27 +7.0%
45 MPWR MONOLITHIC POWER SYSTEMS INC Technology 54,281.0 $75.0M 0.28% -24K -30.2% $1382.36 +2.4%
46 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 224,672.0 $74.2M 0.28% -56K -19.9% $330.46 -1.3%
47 ALL ALLSTATE CORP Financial Services 306,755.0 $73.0M 0.27% -26K -7.9% $237.94 +8.5%
48 SNOW SNOWFLAKE INC Technology 282,749.0 $72.0M 0.27% -45K -13.6% $254.50 +29.7%
49 MRVL MARVELL TECHNOLOGY INC Technology 229,047.0 $68.2M 0.26% -324K -58.6% $297.89 -21.3%
50 MCK MCKESSON CORP Healthcare 87,519.0 $66.1M 0.25% -16K -15.8% $755.60 +13.8%
51 GM GENERAL MOTORS CO Consumer Cyclical 851,539.0 $65.6M 0.25% -96K -10.1% $77.08 +9.5%
52 CB CHUBB LTD Financial Services 189,603.0 $64.6M 0.24% -34K -15.3% $340.74 +0.0%
53 ORCL ORACLE CORP Technology 433,372.0 $63.5M 0.24% -185K -29.9% $146.55 +0.1%
54 MS MORGAN STANLEY Financial Services 302,226.0 $63.2M 0.24% -55K -15.4% $209.04 +4.4%
55 GILD GILEAD SCIENCES INC Healthcare 488,087.0 $61.7M 0.23% -53K -9.8% $126.34 +10.0%
56 LIN LINDE PLC Basic Materials 117,511.0 $61.0M 0.23% -22K -15.6% $518.94 -8.6%
57 APD AIR PRODUCTS CHEMICALS INC Basic Materials 203,708.0 $59.7M 0.22% -3K -1.5% $293.18 +2.6%
58 AXP AMERICAN EXPRESS CO Financial Services 176,480.0 $59.7M 0.22% -11K -5.8% $338.25 -0.6%
59 NOW SERVICENOW INC Technology 595,622.0 $59.1M 0.22% -464K -43.8% $99.28 +18.6%
60 DG DOLLAR GENERAL CORP Consumer Defensive 491,856.0 $56.6M 0.21% -34K -6.4% $115.11 +4.3%
Page 3 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%