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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 88 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 THO THOR INDUSTRIES INC Consumer Cyclical 1,889.0 $142K 0.00% +683.0 +56.6% $75.16 +4.5%
1742 CTKB CYTEK BIOSCIENCES INC Healthcare 32,000.0 $142K 0.00% +6K +22.1% $4.43 +7.1%
1743 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 990.0 $142K 0.00% +331.0 +50.2% $143.11 +1.4%
1744 IVR Invesco Mortgage Capital Inc Real Estate 17,900.0 $141K 0.00% +6K +44.4% $7.90 -5.1%
1745 OLED UNIVERSAL DISPLAY CORP Technology 1,625.0 $141K 0.00% +573.0 +54.5% $86.59 -0.6%
1746 BRKR BRUKER CORP Healthcare 2,338.0 $141K 0.00% -136.0 -5.5% $60.18 +1.2%
1747 FCEL FUELCELL ENERGY INC Industrials 3,900.0 $140K 0.00% NEW $36.01 -46.5%
1748 CTO CTO Realty Growth Inc Real Estate 6,500.0 $140K 0.00% +1K +20.4% $21.51 +2.0%
1749 NOV NOV INC Energy 7,529.0 $140K 0.00% -1K -13.3% $18.55 +11.2%
1750 ADT ADT INC Industrials 21,411.0 $139K 0.00% +9K +75.1% $6.50 +13.3%
1751 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 2,188.0 $138K 0.00% +819.0 +59.8% $63.30 -16.5%
1752 AVTR AVANTOR INC Healthcare 13,895.0 $138K 0.00% -2K -12.2% $9.90 +45.2%
1753 FIRST HAWAIIAN INC 4,692.0 $137K 0.00% +2K +58.9% $29.30
1754 LAD LITHIA MOTORS INC Consumer Cyclical 473.0 $137K 0.00% -98.0 -17.2% $290.49 +28.7%
1755 LW LAMB WESTON HOLDINGS INC Consumer Defensive 3,156.0 $136K 0.00% -319K -99.0% $43.18 +24.1%
1756 DLX DELUXE CORP Communication Services 5,700.0 $136K 0.00% +4K +200.0% $23.88 -1.1%
1757 POST POST HOLDINGS INC Consumer Defensive 1,541.0 $136K 0.00% +379.0 +32.6% $88.26 -11.7%
1758 MSGS MADISON SQUARE GARDEN SPORTS Communication Services 338.0 $136K 0.00% -48.0 -12.4% $401.84 +0.8%
1759 LPG DORIAN LPG LTD Energy 3,900.0 $136K 0.00% NEW $34.78 +43.3%
1760 CAG CONAGRA BRANDS INC Consumer Defensive 10,046.0 $135K 0.00% -1K -11.9% $13.46 +20.1%
Page 88 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%