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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 32 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,209.0 $198K 0.00% -390.0 -15.0% $89.48 -24.4%
622 VICR VICOR CORP Technology 520.0 $197K 0.00% -9K -94.6% $379.78 -36.2%
623 DISC MEDICINE INC 2,700.0 $197K 0.00% -3K -55.0% $73.14
624 ALSN ALLISON TRANSMISSION HOLDING Consumer Cyclical 1,743.0 $197K 0.00% -244.0 -12.3% $112.74 +11.3%
625 PL PLANET LABS PBC Industrials 5,882.0 $195K 0.00% -27K -82.2% $33.13 -29.5%
626 COLB COLUMBIA BANKING SYSTEM INC Financial Services 6,078.0 $195K 0.00% -1K -14.2% $32.05 +0.3%
627 KTOS KRATOS DEFENSE SECURITY Industrials 3,900.0 $194K 0.00% -24K -86.1% $49.86 +24.3%
628 ORI OLD REPUBLIC INTL CORP Financial Services 4,752.0 $194K 0.00% -722.0 -13.2% $40.92 +3.5%
629 NWSA NEWS CORP CLASS A Communication Services 7,813.0 $194K 0.00% -1K -13.8% $24.83 +18.4%
630 RDNT RADNET INC Healthcare 3,100.0 $191K 0.00% -2K -34.0% $61.67 +19.7%
631 CSR Centerspace Real Estate 3,400.0 $191K 0.00% -24K -87.8% $56.19 -5.1%
632 ESAB ESAB CORP Industrials 1,928.0 $190K 0.00% -50K -96.3% $98.63 -19.9%
633 BCO BRINKS COTHE Industrials 2,000.0 $189K 0.00% -10K -83.0% $94.49 +15.5%
634 WULF TERAWULF INC Financial Services 7,622.0 $188K 0.00% -40K -84.1% $24.70 -36.8%
635 PRI PRIMERICA INC Financial Services 660.0 $188K 0.00% -113.0 -14.6% $284.20 +8.4%
636 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 3,922.0 $188K 0.00% -986.0 -20.1% $47.81 -9.4%
637 NNN NNN REIT Inc Real Estate 3,987.0 $186K 0.00% -492.0 -11.0% $46.53 -1.5%
638 PRIM PRIMORIS SERVICES CORP Industrials 1,854.0 $184K 0.00% -34K -94.9% $99.12 -19.5%
639 WAL WESTERN ALLIANCE BANCORP Financial Services 2,232.0 $183K 0.00% -352.0 -13.6% $82.20 -1.8%
640 RMNI RIMINI STREET INC Technology 42,900.0 $183K 0.00% -75K -63.7% $4.26 +17.6%
Page 32 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%