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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 3 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMO THERMO FISHER SCIENTIFIC INC Healthcare 232,760.0 $116.7M 0.44% -15K -6.2% $501.36 +16.8%
42 EQIX Equinix Inc Real Estate 108,602.0 $113.2M 0.42% -12K -9.9% $1042.39 +5.3%
43 C CITIGROUP INC Financial Services 800,394.0 $112.0M 0.42% -283K -26.1% $139.96 -1.0%
44 NFLX NETFLIX INC Communication Services 1,545,319.0 $110.3M 0.41% -275K -15.1% $71.40 +6.5%
45 CRWD CROWDSTRIKE HOLDINGS INC A Technology 143,224.0 $109.3M 0.41% +13K +9.7% $190.78 +12.1%
46 PG PROCTER GAMBLE COTHE Consumer Defensive 741,681.0 $108.8M 0.41% +50K +7.2% $146.64 -2.4%
47 VRT VERTIV HOLDINGS COA Industrials 314,809.0 $105.4M 0.40% -133K -29.6% $334.82 -12.7%
48 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 6,029,281.0 $103.5M 0.39% +3.9M +179.9% $17.17 +7.4%
49 ANET ARISTA NETWORKS INC Technology 584,434.0 $99.3M 0.37% -180K -23.6% $169.88 +18.8%
50 APP APPLOVIN CORPCLASS A Technology 186,961.0 $96.3M 0.36% -65K -25.7% $515.23 -39.4%
51 DIS WALT DISNEY COTHE Communication Services 999,739.0 $96.2M 0.36% -63K -5.9% $96.25 +7.5%
52 BA BOEING COTHE Industrials 442,061.0 $95.7M 0.36% -76K -14.7% $216.47 +4.4%
53 RTX RTX CORP Industrials 500,681.0 $95.0M 0.36% -119K -19.2% $189.73 +16.8%
54 BXSL BLACKSTONE SECURED LENDING F Financial Services 4,000,000.0 $94.8M 0.35% NEW $23.71 +2.1%
55 SCHW SCHWAB CHARLES CORP Financial Services 1,020,083.0 $94.1M 0.35% -75K -6.8% $92.27 +19.8%
56 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 517,238.0 $93.6M 0.35% -72K -12.2% $180.91 +2.0%
57 WFC WELLS FARGO CO Financial Services 1,102,735.0 $91.1M 0.34% -371K -25.2% $82.64 +5.9%
58 NEE NEXTERA ENERGY INC Utilities 1,025,287.0 $90.0M 0.34% -111K -9.8% $87.77 -1.8%
59 VZ VERIZON COMMUNICATIONS INC Communication Services 2,113,707.0 $89.5M 0.34% -145K -6.4% $42.34 +13.5%
60 EFA iShares MSCI EAFE ETF 853,756.0 $88.7M 0.33% +700K +453.5% $103.88 +4.4%
Page 3 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%