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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 4 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADI ANALOG DEVICES INC Technology 221,821.0 $88.1M 0.33% -44K -16.4% $397.17 -1.7%
62 CVS CVS HEALTH CORP Healthcare 798,637.0 $82.6M 0.31% -89K -10.1% $103.45 -9.1%
63 HWM HOWMET AEROSPACE INC Industrials 305,346.0 $82.1M 0.31% +113K +58.9% $268.86 +7.5%
64 PEP PEPSICO INC Consumer Defensive 590,123.0 $79.9M 0.30% -50K -7.8% $135.40 +2.1%
65 KO COCACOLA COTHE Consumer Defensive 968,287.0 $78.7M 0.29% -213K -18.0% $81.27 +7.0%
66 SNDK SANDISK CORP Technology 34,513.0 $78.5M 0.29% +4K +14.6% $2273.73 -21.4%
67 AEP AMERICAN ELECTRIC POWER Utilities 551,015.0 $75.4M 0.28% $136.81 -7.5%
68 MPWR MONOLITHIC POWER SYSTEMS INC Technology 54,281.0 $75.0M 0.28% -24K -30.2% $1382.36 +2.4%
69 TT TRANE TECHNOLOGIES PLC Industrials 152,538.0 $74.9M 0.28% +53K +53.7% $491.16 -3.2%
70 PLTR PALANTIR TECHNOLOGIES INCA Technology 641,402.0 $74.8M 0.28% +146K +29.6% $116.67 +47.9%
71 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 224,672.0 $74.2M 0.28% -56K -19.9% $330.46 -1.3%
72 DOV DOVER CORP Industrials 329,080.0 $73.8M 0.28% +53K +19.1% $224.28 -7.9%
73 VTR Ventas Inc Real Estate 825,551.0 $73.3M 0.28% +173K +26.6% $88.80 +2.7%
74 ALL ALLSTATE CORP Financial Services 306,755.0 $73.0M 0.27% -26K -7.9% $237.94 +8.5%
75 SNOW SNOWFLAKE INC Technology 282,749.0 $72.0M 0.27% -45K -13.6% $254.50 +29.7%
76 TXN TEXAS INSTRUMENTS INC Technology 238,655.0 $71.1M 0.27% +33K +15.9% $298.07 -5.1%
77 MRVL MARVELL TECHNOLOGY INC Technology 229,047.0 $68.2M 0.26% -324K -58.6% $297.89 -21.3%
78 FDX FEDEX CORP Industrials 214,618.0 $67.2M 0.25% +4K +1.7% $313.13 +5.9%
79 IBM INTL BUSINESS MACHINES CORP Technology 235,839.0 $66.3M 0.25% +25K +11.9% $281.21 -18.6%
80 MCK MCKESSON CORP Healthcare 87,519.0 $66.1M 0.25% -16K -15.8% $755.60 +13.8%
Page 4 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%