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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 5 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 244,387.0 $66.1M 0.25% +37K +18.1% $270.31 -1.8%
82 GM GENERAL MOTORS CO Consumer Cyclical 851,539.0 $65.6M 0.25% -96K -10.1% $77.08 +9.5%
83 CB CHUBB LTD Financial Services 189,603.0 $64.6M 0.24% -34K -15.3% $340.74 +0.0%
84 QCOM QUALCOMM INC Technology 346,403.0 $64.0M 0.24% +12K +3.5% $184.79 -12.2%
85 ORCL ORACLE CORP Technology 433,372.0 $63.5M 0.24% -185K -29.9% $146.55 +0.1%
86 MS MORGAN STANLEY Financial Services 302,226.0 $63.2M 0.24% -55K -15.4% $209.04 +4.4%
87 XBI State Street SPDR SP Biotech ETF 397,200.0 $62.9M 0.24% +6K +1.5% $158.25 +0.8%
88 GILD GILEAD SCIENCES INC Healthcare 488,087.0 $61.7M 0.23% -53K -9.8% $126.34 +10.0%
89 LIN LINDE PLC Basic Materials 117,511.0 $61.0M 0.23% -22K -15.6% $518.94 -8.6%
90 D DOMINION ENERGY INC Utilities 886,550.0 $60.5M 0.23% $68.29 +0.7%
91 APD AIR PRODUCTS CHEMICALS INC Basic Materials 203,708.0 $59.7M 0.22% -3K -1.5% $293.18 +2.6%
92 AXP AMERICAN EXPRESS CO Financial Services 176,480.0 $59.7M 0.22% -11K -5.8% $338.25 -0.6%
93 NOW SERVICENOW INC Technology 595,622.0 $59.1M 0.22% -464K -43.8% $99.28 +18.6%
94 ISRG INTUITIVE SURGICAL INC Healthcare 143,721.0 $57.2M 0.21% +3K +1.9% $397.68 -1.8%
95 DG DOLLAR GENERAL CORP Consumer Defensive 491,856.0 $56.6M 0.21% -34K -6.4% $115.11 +4.3%
96 TJX TJX COMPANIES INC Consumer Cyclical 371,524.0 $56.3M 0.21% -50K -11.9% $151.50 -0.4%
97 WDC WESTERN DIGITAL CORP Technology 86,759.0 $55.4M 0.21% -65K -42.9% $638.72 -16.1%
98 PHM PULTEGROUP INC Consumer Cyclical 400,407.0 $54.9M 0.21% +41K +11.6% $137.21 -6.4%
99 TGT TARGET CORP Consumer Defensive 417,335.0 $54.5M 0.20% -45K -9.7% $130.61 +15.6%
100 UPS UNITED PARCEL SERVICECL B Industrials 502,119.0 $54.0M 0.20% -27K -5.1% $107.50 -5.1%
Page 5 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%