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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 23 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 YETI YETI HOLDINGS INC Consumer Cyclical 120,787.0 $6.0M 0.02% +22K +22.2% $49.56 -12.8%
442 WCC WESCO INTERNATIONAL INC Industrials 17,316.0 $6.0M 0.02% -8K -31.7% $345.43 +1.1%
443 BWXT BWX TECHNOLOGIES INC Industrials 30,124.0 $5.9M 0.02% +1K +3.6% $194.65 -15.2%
444 GPN GLOBAL PAYMENTS INC Industrials 80,427.0 $5.8M 0.02% +40K +99.7% $72.56 +24.5%
445 TTAN SERVICETITAN Technology 82,500.0 $5.8M 0.02% +48K +137.1% $70.71 +28.9%
446 ZTS ZOETIS INC Healthcare 80,763.0 $5.8M 0.02% -81K -50.2% $71.86 +2.9%
447 XPO XPO INC Industrials 27,763.0 $5.7M 0.02% -15K -35.0% $205.29 -1.3%
448 DOC Healthpeak Properties Inc Real Estate 257,647.0 $5.5M 0.02% -1.6M -85.8% $21.40 -4.5%
449 FAF FIRST AMERICAN FINANCIAL Financial Services 80,149.0 $5.5M 0.02% +78K +3339.9% $68.59 +5.6%
450 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 49,147.0 $5.5M 0.02% -20K -28.7% $111.79 -6.5%
451 SKT Tanger Inc Real Estate 138,700.0 $5.5M 0.02% +119K +604.1% $39.47 -2.9%
452 IMAX IMAX CORP Communication Services 137,150.0 $5.5M 0.02% +29K +26.5% $39.86 +26.8%
453 TLN TALEN ENERGY CORP Utilities 13,991.0 $5.4M 0.02% +4K +38.7% $384.26 -17.3%
454 APA APA CORP Energy 164,200.0 $5.3M 0.02% -50K -23.4% $32.57 +30.1%
455 PII POLARIS INC Consumer Cyclical 77,800.0 $5.3M 0.02% +26K +51.7% $68.44 -1.2%
456 ITUB ITAU UNIBANCO HSPON PRF ADR Financial Services 648,913.0 $5.3M 0.02% -142K -17.9% $8.17 -11.0%
457 FIS FIDELITY NATIONAL INFO SERV Technology 136,070.0 $5.3M 0.02% +61K +82.4% $38.88 +5.4%
458 WSC WILLSCOT HOLDINGS CORP Industrials 181,823.0 $5.2M 0.02% +178K +4166.1% $28.86 -20.8%
459 MSTR STRATEGY INC Technology 60,085.0 $5.2M 0.02% -28K -31.5% $86.93 +6.4%
460 OMCL OMNICELL INC Healthcare 125,286.0 $5.2M 0.02% -8K -5.8% $41.52 -13.4%
Page 23 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%