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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 76 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 KTB KONTOOR BRANDS INC Consumer Cyclical 2,900.0 $242K 0.00% +1K +61.1% $83.34 -1.4%
1502 QRVO QORVO INC Technology 2,585.0 $241K 0.00% +575.0 +28.6% $93.27 +2.1%
1503 AAOI APPLIED OPTOELECTRONICS INC Technology 1,627.0 $241K 0.00% NEW $148.16 -16.2%
1504 VYX NCR VOYIX CORP Technology 29,500.0 $241K 0.00% NEW $8.17 -2.6%
1505 AYI ACUITY INC Industrials 638.0 $240K 0.00% -101.0 -13.7% $376.66 -8.8%
1506 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,200.0 $238K 0.00% +900.0 +69.2% $108.35 -1.9%
1507 TTD TRADE DESK INCTHE CLASS A Technology 13,118.0 $237K 0.00% +2K +22.7% $18.08 -26.9%
1508 SGHC SUPER GROUP SGHC LTD Consumer Cyclical 17,500.0 $237K 0.00% -55K -76.0% $13.55 -2.4%
1509 UHS UNIVERSAL HEALTH SERVICESB Healthcare 1,593.0 $237K 0.00% +310.0 +24.2% $148.69 +18.6%
1510 SAIA SAIA INC Industrials 562.0 $237K 0.00% -76.0 -11.9% $421.16 -14.0%
1511 KMX CARMAX INC Consumer Cyclical 4,469.0 $236K 0.00% +957.0 +27.2% $52.89 +17.4%
1512 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,771.0 $236K 0.00% +3K +233.4% $62.63 +39.5%
1513 CG CARLYLE GROUP INCTHE Financial Services 5,595.0 $236K 0.00% -670.0 -10.7% $42.11 +16.0%
1514 AGEN AGENUS INC Healthcare 76,900.0 $235K 0.00% NEW $3.06 +159.3%
1515 EMN EASTMAN CHEMICAL CO Basic Materials 3,513.0 $235K 0.00% +764.0 +27.8% $66.98 +10.3%
1516 TTEK TETRA TECH INC Industrials 8,143.0 $235K 0.00% +2K +29.5% $28.89 +28.1%
1517 IOT SAMSARA INCCL A Technology 7,246.0 $235K 0.00% -94K -92.9% $32.43 +21.5%
1518 CRL CHARLES RIVER LABORATORIES Healthcare 1,034.0 $235K 0.00% -134.0 -11.5% $226.79 +30.0%
1519 CRUS CIRRUS LOGIC INC Technology 1,576.0 $234K 0.00% +352.0 +28.8% $148.53 -22.7%
1520 CC CHEMOURS COTHE Basic Materials 11,400.0 $234K 0.00% NEW $20.52 -21.9%
Page 76 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 35.6%
Financial Services 13.6%
Healthcare 9.8%
Industrials 9.7%
Consumer Cyclical 9.3%
Communication Services 7.0%
Consumer Defensive 4.1%
Real Estate 3.5%
Utilities 3.2%
Energy 2.2%