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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 37 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 LIBERTY LIVE HOLDINGSC 1,017.0 $107K -79.0 -7.2% $105.64
722 IRTC IRHYTHM HOLDINGS INC Healthcare 900.0 $107K -4K -83.3% $118.95 -1.8%
723 VVV VALVOLINE INC Energy 2,683.0 $106K -361.0 -11.9% $39.54 -14.6%
724 LPX LOUISIANAPACIFIC CORP Basic Materials 1,337.0 $105K -172.0 -11.4% $78.66 -9.7%
725 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 919.0 $105K -140.0 -13.2% $114.41 -16.7%
726 ISTR INVESTAR HOLDING CORP Financial Services 3,500.0 $105K -17K -82.9% $29.96 +2.5%
727 PCOR PROCORE TECHNOLOGIES INC Technology 2,571.0 $104K -174.0 -6.3% $40.62 +48.1%
728 MGPI MGP INGREDIENTS INC Consumer Defensive 5,900.0 $103K -17K -74.0% $17.52 -0.4%
729 NEU NEWMARKET CORP Basic Materials 130.0 $103K -4.0 -3.0% $791.24 +19.4%
730 BSY BENTLEY SYSTEMS INCCLASS B Technology 3,440.0 $103K -330.0 -8.8% $29.89 +18.6%
731 PLNT PLANET FITNESS INC CL A Consumer Cyclical 1,958.0 $102K -52.0 -2.6% $52.17 +0.3%
732 RLI RLI CORP Financial Services 1,726.0 $102K -234.0 -11.9% $59.07 +8.9%
733 MOMO HELLO GROUP INC SPN ADR Communication Services 17,415.0 $101K -3K -13.8% $5.80 -1.9%
734 KSS KOHLS CORP Consumer Cyclical 5,700.0 $101K -27K -82.3% $17.72 +6.3%
735 MTN VAIL RESORTS INC Consumer Cyclical 739.0 $101K -86.0 -10.4% $136.15 +10.1%
736 WING WINGSTOP INC Consumer Cyclical 571.0 $99K -7K -92.8% $173.41 -31.9%
737 ITRI ITRON INC Technology 1,100.0 $95K -2K -57.7% $86.53 +13.8%
738 BYD BOYD GAMING CORP Consumer Cyclical 1,076.0 $95K -242.0 -18.4% $88.33 -5.5%
739 DUOL DUOLINGO Technology 811.0 $93K -100.0 -11.0% $115.02 +21.9%
740 GTLB GITLAB INCCL A Technology 3,006.0 $92K -339.0 -10.1% $30.53 +38.1%
Page 37 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%