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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 36 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 INGR INGREDION INC Consumer Defensive 1,319.0 $125K -211.0 -13.8% $94.71 +11.3%
702 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,385.0 $124K -198.0 -12.5% $89.64 -1.1%
703 TPG TPG INC Financial Services 3,060.0 $124K -108.0 -3.4% $40.55 +28.3%
704 MTG MGIC INVESTMENT CORP Financial Services 4,378.0 $123K -888.0 -16.9% $28.20 +10.4%
705 VALE VALE SASP ADR Basic Materials 8,184.0 $123K -2K -17.9% $15.04 -9.0%
706 UHAUL HOLDING CONON VOTING 2,132.0 $123K -291.0 -12.0% $57.70
707 BHRB BURKE HERBERT FINANCIAL SE Financial Services 1,700.0 $122K -900.0 -34.6% $71.86 +0.7%
708 ALK ALASKA AIR GROUP INC Industrials 2,338.0 $122K -413.0 -15.0% $52.20 -18.8%
709 OWL BLUE OWL CAPITAL INC Financial Services 13,879.0 $121K -1K -8.7% $8.75 +32.5%
710 WFRD WEATHERFORD INTERNATIONAL PL Energy 1,488.0 $121K -197.0 -11.7% $81.50 +12.9%
711 MTDR MATADOR RESOURCES CO Energy 2,434.0 $121K -363.0 -13.0% $49.78 +15.0%
712 KURA KURA ONCOLOGY INC Healthcare 10,900.0 $120K -8K -43.2% $10.97 +12.4%
713 LYFT LYFT INCA Technology 7,959.0 $116K -432K -98.2% $14.61 +15.9%
714 CELC CELCUITY INC Healthcare 1,100.0 $115K -1K -54.2% $104.62 -10.9%
715 S SENTINELONE INC CLASS A Technology 6,753.0 $115K -855K -99.2% $16.97 +32.5%
716 GHC GRAHAM HOLDINGS COCLASS B Consumer Defensive 100.0 $114K -1K -90.9% $1141.42 +2.8%
717 OZK BANK OZK Financial Services 2,166.0 $113K -390.0 -15.3% $52.09 -2.6%
718 BIO BIORAD LABORATORIESA Healthcare 383.0 $112K -60.0 -13.5% $293.61 +20.1%
719 CLF CLEVELANDCLIFFS INC Basic Materials 11,933.0 $112K -1K -11.1% $9.39 +26.5%
720 TREX TREX COMPANY INC Industrials 2,173.0 $109K -383.0 -15.0% $50.04 -4.6%
Page 36 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%