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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 10 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMI CUMMINS INC Industrials 39,144.0 $27.9M 0.10% -20K -34.0% $713.21 -12.9%
182 WM WASTE MANAGEMENT INC Industrials 124,139.0 $27.7M 0.10% +9K +8.2% $222.88 +1.5%
183 ULTA ULTA BEAUTY INC Consumer Cyclical 60,672.0 $27.4M 0.10% +13K +28.3% $450.98 +15.8%
184 VLO VALERO ENERGY CORP Energy 103,817.0 $27.0M 0.10% +47K +82.8% $260.44 +33.7%
185 ELV ELEVANCE HEALTH INC Healthcare 69,859.0 $27.0M 0.10% -8K -9.8% $386.73 +2.6%
186 ADM ARCHERDANIELSMIDLAND CO Consumer Defensive 350,018.0 $26.7M 0.10% +54K +18.1% $76.40 +7.3%
187 AIT APPLIED INDUSTRIAL TECH INC Industrials 78,775.0 $26.6M 0.10% +50K +171.7% $338.15 +4.9%
188 MO ALTRIA GROUP INC Consumer Defensive 369,486.0 $26.6M 0.10% -75K -16.9% $71.95 -9.8%
189 INGERSOLLRAND INC 322,251.0 $26.4M 0.10% +85K +35.6% $81.99
190 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 412,689.0 $26.4M 0.10% +72K +21.1% $64.01 +14.3%
191 NTRS NORTHERN TRUST CORP Financial Services 151,552.0 $26.3M 0.10% +15K +11.1% $173.84 +9.6%
192 PSX PHILLIPS 66 Energy 154,699.0 $26.2M 0.10% -99K -39.0% $169.05 +42.5%
193 CINF CINCINNATI FINANCIAL CORP Financial Services 140,748.0 $26.1M 0.10% +9K +6.7% $185.14 -7.1%
194 JCI JOHNSON CONTROLS INTERNATION Industrials 178,075.0 $26.0M 0.10% -27K -13.3% $146.11 +1.8%
195 TWLO TWILIO INC A Communication Services 125,389.0 $25.9M 0.10% +44K +53.5% $206.33 +13.5%
196 FORTINET INC 167,681.0 $25.8M 0.10% +23K +16.3% $153.62
197 PFG PRINCIPAL FINANCIAL GROUP Financial Services 237,625.0 $25.6M 0.10% +232K +4458.3% $107.78 +5.2%
198 MRSH MARSH MCLENNAN COS Financial Services 153,547.0 $25.6M 0.10% +150K +4681.9% $166.67 +12.3%
199 BMY BRISTOLMYERS SQUIBB CO Healthcare 439,737.0 $25.3M 0.10% -93K -17.4% $57.62 +14.9%
200 NXT NEXTPOWER INCCL A Technology 212,130.0 $25.3M 0.10% +67K +46.4% $119.14 -23.0%
Page 10 of 108  ·  2,154 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%