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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 41 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LEU CENTRUS ENERGY CORPCLASS A Energy 200.0 $34K -3K -94.3% $167.87 +9.7%
802 HLX HELIX ENERGY SOLUTIONS GROUP Energy 3,800.0 $33K -2K -28.3% $8.74 +20.6%
803 REYN REYNOLDS CONSUMER PRODUCTS I Consumer Cyclical 1,150.0 $31K -156.0 -11.9% $26.85 -3.5%
804 LIBERTY GLOBAL LTDC 2,720.0 $30K -489.0 -15.2% $11.00
805 YEXT YEXT INC Technology 6,300.0 $29K -71K -91.8% $4.67 +25.1%
806 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 1,200.0 $28K -25K -95.5% $23.60 +11.4%
807 ASO ACADEMY SPORTS OUTDOORS IN Consumer Cyclical 600.0 $28K -2K -71.4% $47.13 -2.2%
808 FSV FIRSTSERVICE CORP Real Estate 188.0 $27K -20.0 -9.6% $142.15 -1.6%
809 BEKE KE HOLDINGS INCADR Real Estate 1,744.0 $25K -280.0 -13.8% $14.53 +16.0%
810 BROWNFORMAN CORPCLASS A 906.0 $25K -138.0 -13.2% $27.36
811 ARLO ARLO TECHNOLOGIES INC Industrials 1,500.0 $20K -45K -96.8% $13.48 +1.7%
812 SAIL SAILPOINT INC Technology 1,380.0 $20K -60.0 -4.2% $14.64 +27.0%
813 TFSL TFS FINANCIAL CORP Financial Services 1,103.0 $20K -152.0 -12.1% $17.72 -1.2%
814 LBRDA LIBERTY BROADBANDA Communication Services 359.0 $12K -37.0 -9.3% $33.28 +2.0%
815 UHAL UHAUL HOLDING CO Industrials 163.0 $11K -21.0 -11.4% $65.44 +12.7%
816 BLSH BULLISH Technology 437.0 $10K -355.0 -44.8% $23.43 +6.5%
817 RUN SUNRUN INC Energy 700.0 $9K -9K -92.9% $13.38 -26.5%
818 EDU NEW ORIENTAL EDUCATIOSP ADR Consumer Defensive 87.0 $4K -14.0 -13.9% $45.91 +15.9%
Page 41 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%