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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 6 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMR EMERSON ELECTRIC CO Industrials 211,574.0 $30.3M 0.11% -94K -30.8% $143.15 +13.2%
102 USB US BANCORP Financial Services 478,732.0 $28.9M 0.11% -68K -12.5% $60.40 +7.4%
103 PNC PNC FINANCIAL SERVICES GROUP Financial Services 116,228.0 $28.6M 0.11% -16K -12.0% $246.22 +3.4%
104 COHR COHERENT CORP Technology 71,551.0 $28.2M 0.11% -770.0 -1.1% $394.47 -11.0%
105 CMI CUMMINS INC Industrials 39,144.0 $27.9M 0.10% -20K -34.0% $713.21 -10.1%
106 ELV ELEVANCE HEALTH INC Healthcare 69,859.0 $27.0M 0.10% -8K -9.8% $386.73 +0.9%
107 MO ALTRIA GROUP INC Consumer Defensive 369,486.0 $26.6M 0.10% -75K -16.9% $71.95 -11.1%
108 PSX PHILLIPS 66 Energy 154,699.0 $26.2M 0.10% -99K -39.0% $169.05 +42.3%
109 JCI JOHNSON CONTROLS INTERNATION Industrials 178,075.0 $26.0M 0.10% -27K -13.3% $146.11 +5.3%
110 BMY BRISTOLMYERS SQUIBB CO Healthcare 439,737.0 $25.3M 0.10% -93K -17.4% $57.62 +12.2%
111 NEM NEWMONT CORP Basic Materials 269,856.0 $25.2M 0.09% -53K -16.4% $93.40 +28.8%
112 ROST ROSS STORES INC Consumer Cyclical 118,003.0 $25.1M 0.09% -37K -23.7% $212.85 +10.5%
113 MLM MARTIN MARIETTA MATERIALS Basic Materials 43,391.0 $25.0M 0.09% -6K -12.8% $576.70 -6.6%
114 CMCSA COMCAST CORPCLASS A Communication Services 1,015,072.0 $24.9M 0.09% -1.2M -53.3% $24.55 +4.2%
115 HEI HEICO CORP Industrials 68,409.0 $24.4M 0.09% -6K -7.6% $356.19 +4.2%
116 TMUS TMOBILE US INC Communication Services 142,469.0 $23.9M 0.09% -8K -5.2% $167.73 +7.4%
117 ANGLOGOLD ASHANTI PLC 292,555.0 $23.7M 0.09% -173K -37.1% $80.89
118 KNX KNIGHTSWIFT TRANSPORTATION Industrials 303,569.0 $23.6M 0.09% -145K -32.3% $77.87 -6.5%
119 CFG CITIZENS FINANCIAL GROUP Financial Services 334,951.0 $23.5M 0.09% -113K -25.3% $70.07 +6.1%
120 UAL UNITED AIRLINES HOLDINGS INC Industrials 170,807.0 $23.2M 0.09% -81K -32.1% $135.99 -10.1%
Page 6 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%