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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 90 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 PI IMPINJ INC Technology 900.0 $129K -700.0 -43.8% $143.23 +11.1%
1782 PSTL Postal Realty Trust Inc Real Estate 5,200.0 $128K +1K +36.8% $24.64 -7.9%
1783 AMTM AMENTUM HOLDINGS INC Industrials 6,195.0 $128K +2K +62.4% $20.67 -0.7%
1784 MHK MOHAWK INDUSTRIES INC Consumer Cyclical 1,055.0 $128K -136K -99.2% $121.33 +9.3%
1785 DLB DOLBY LABORATORIES INCCL A Technology 2,415.0 $127K +967.0 +66.8% $52.58 +19.9%
1786 GALAXY DIGITAL HOLDINGS 4,626.0 $126K NEW $27.34
1787 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 704.0 $126K +266.0 +60.7% $178.95 +21.7%
1788 BRSP BrightSpire Capital Inc Real Estate 23,100.0 $126K $5.45 -11.5%
1789 TAP MOLSON COORS BEVERAGE CO B Consumer Defensive 3,228.0 $126K -686.0 -17.5% $38.96 +6.7%
1790 ESOA ENERGY SERVICES OF AMERICA Industrials 6,500.0 $126K +1K +22.6% $19.34 -39.2%
1791 TBLA TABOOLACOM LTD Communication Services 25,000.0 $125K NEW $5.00 -23.9%
1792 INGR INGREDION INC Consumer Defensive 1,319.0 $125K -211.0 -13.8% $94.71 +12.6%
1793 RNG RINGCENTRAL INCCLASS A Technology 3,187.0 $124K +1K +66.2% $38.98 +70.0%
1794 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,385.0 $124K -198.0 -12.5% $89.64 +2.7%
1795 TPG TPG INC Financial Services 3,060.0 $124K -108.0 -3.4% $40.55 +28.9%
1796 APOG APOGEE ENTERPRISES INC Industrials 2,700.0 $123K NEW $45.74 -11.2%
1797 MTG MGIC INVESTMENT CORP Financial Services 4,378.0 $123K -888.0 -16.9% $28.20 +9.5%
1798 FOR FORESTAR GROUP INC Real Estate 3,900.0 $123K +400.0 +11.4% $31.65 -8.6%
1799 VALE VALE SASP ADR Basic Materials 8,184.0 $123K -2K -17.9% $15.04 -7.1%
1800 UHAUL HOLDING CONON VOTING 2,132.0 $123K -291.0 -12.0% $57.70
Page 90 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%