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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 35 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AWI ARMSTRONG WORLD INDUSTRIES Industrials 891.0 $143K 0.00% -139.0 -13.5% $160.42 +10.9%
682 HR Healthcare Realty Trust Inc Real Estate 7,060.0 $142K 0.00% -109K -93.9% $20.17 -5.3%
683 BRKR BRUKER CORP Healthcare 2,338.0 $141K 0.00% -136.0 -5.5% $60.18 -4.4%
684 NOV NOV INC Energy 7,529.0 $140K 0.00% -1K -13.3% $18.55 +13.9%
685 AVTR AVANTOR INC Healthcare 13,895.0 $138K 0.00% -2K -12.2% $9.90 +35.6%
686 LAD LITHIA MOTORS INC Consumer Cyclical 473.0 $137K 0.00% -98.0 -17.2% $290.49 +24.5%
687 LW LAMB WESTON HOLDINGS INC Consumer Defensive 3,156.0 $136K 0.00% -319K -99.0% $43.18 +21.9%
688 MSGS MADISON SQUARE GARDEN SPORTS Communication Services 338.0 $136K 0.00% -48.0 -12.4% $401.84 +0.5%
689 CAG CONAGRA BRANDS INC Consumer Defensive 10,046.0 $135K 0.00% -1K -11.9% $13.46 +16.6%
690 IESC IES HOLDINGS INC Industrials 184.0 $135K 0.00% -3K -93.4% $734.66 +0.5%
691 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 2,445.0 $134K 0.00% -452.0 -15.6% $54.90 -16.7%
692 FND FLOOR DECOR HOLDINGS INCA Consumer Cyclical 2,245.0 $133K -304.0 -11.9% $59.36 -4.7%
693 ENPH ENPHASE ENERGY INC Energy 2,700.0 $133K -349.0 -11.4% $49.24 -23.8%
694 AVAV AEROVIRONMENT INC Industrials 803.0 $133K -4K -82.2% $165.07 +6.0%
695 TEM TEMPUS AI INCCL A Healthcare 2,266.0 $131K -35.0 -1.5% $57.93 -14.7%
696 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 3,500.0 $131K -2K -34.0% $37.42 +126.5%
697 M MACYS INC Consumer Cyclical 5,554.0 $131K -843.0 -13.2% $23.55 -0.1%
698 PI IMPINJ INC Technology 900.0 $129K -700.0 -43.8% $143.23 +17.2%
699 MHK MOHAWK INDUSTRIES INC Consumer Cyclical 1,055.0 $128K -136K -99.2% $121.33 +10.6%
700 TAP MOLSON COORS BEVERAGE CO B Consumer Defensive 3,228.0 $126K -686.0 -17.5% $38.96 +6.8%
Page 35 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%