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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 12 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UAL UNITED AIRLINES HOLDINGS INC Industrials 170,807.0 $23.2M 0.09% -81K -32.1% $135.99 -11.9%
222 ROK ROCKWELL AUTOMATION INC Industrials 46,902.0 $23.2M 0.09% -29K -37.9% $495.08 -11.9%
223 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 97,233.0 $23.2M 0.09% +31K +46.6% $238.28 +5.7%
224 AVB AvalonBay Communities Inc Real Estate 122,022.0 $23.0M 0.09% -20K -14.0% $188.69 -2.5%
225 HUM HUMANA INC Healthcare 57,806.0 $23.0M 0.09% +6K +12.5% $397.22 -3.5%
226 AMT American Tower Corp Real Estate 139,570.0 $22.8M 0.09% -10K -7.0% $163.57 +6.7%
227 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 247,374.0 $22.8M 0.09% -39K -13.5% $92.09 -0.2%
228 FLEX FLEX LTD Technology 137,622.0 $22.3M 0.08% +129K +1461.6% $162.07 -25.5%
229 ALAB ASTERA LABS INC Technology 46,162.0 $22.3M 0.08% +43K +1429.6% $483.02 -38.7%
230 CTAS CINTAS CORP Industrials 131,097.0 $22.3M 0.08% +3K +2.5% $170.08 +17.6%
231 ZBRA ZEBRA TECHNOLOGIES CORPCL A Technology 84,178.0 $22.2M 0.08% +41K +93.4% $263.26 +39.1%
232 TDG TRANSDIGM GROUP INC Industrials 16,587.0 $22.1M 0.08% -11K -40.2% $1332.04 -6.9%
233 HIG HARTFORD INSURANCE GROUP INC Financial Services 165,796.0 $22.0M 0.08% -25K -13.1% $132.52 +4.6%
234 INDA iShares MSCI India ETF 441,698.0 $21.8M 0.08% +102K +30.1% $49.39 +0.0%
235 FCX FREEPORTMCMORAN INC Basic Materials 346,685.0 $21.8M 0.08% -61K -15.1% $62.89 +4.8%
236 WBD WARNER BROS DISCOVERY INC Communication Services 817,040.0 $21.8M 0.08% +91K +12.5% $26.66 +5.4%
237 SLB SLB LTD Energy 467,425.0 $21.7M 0.08% -65K -12.3% $46.49 +14.9%
238 RRX REGAL REXNORD CORP Industrials 90,313.0 $21.5M 0.08% +89K +5608.8% $238.19 -28.8%
239 ACGL ARCH CAPITAL GROUP LTD Financial Services 221,404.0 $21.5M 0.08% -57K -20.5% $97.06 +2.6%
240 SHW SHERWINWILLIAMS COTHE Basic Materials 62,372.0 $21.5M 0.08% -19K -23.0% $344.32 +1.8%
Page 12 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%