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Portfolio (Quarterly) Guide ↗

STRS OHIO

· CIK 0000820478
13F Portfolio $26.8B AUM 2,169 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 109 New 494 Added 808 Reduced 125 Exited
Page 10 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SMTC SEMTECH CORP Technology 48,100.0 $3.5M 0.01% +41K +558.9% $73.69 +92.5%
182 ULS UL SOLUTIONS INC CLASS A Industrials 41,700.0 $3.3M 0.01% +9K +27.1% $78.86 +29.3%
183 PII POLARIS INC Consumer Cyclical 51,300.0 $3.2M 0.01% +51K +10000.0% $63.25 -0.3%
184 SMA Smartstop Self Storage Reit Inc Real Estate 103,500.0 $3.2M 0.01% +3K +2.6% $30.94 -0.4%
185 AIZ ASSURANT INC Financial Services 12,994.0 $3.1M 0.01% +12K +972.1% $240.85 +6.2%
186 LBRT LIBERTY ENERGY INC Energy 168,800.0 $3.1M 0.01% +93K +122.4% $18.46 +78.1%
187 GL GLOBE LIFE INC Financial Services 21,907.0 $3.1M 0.01% +15K +213.7% $139.86 +12.0%
188 WHD CACTUS INC A Energy 64,300.0 $2.9M 0.01% +10K +17.8% $45.68 +36.1%
189 OTIS OTIS WORLDWIDE CORP Industrials 33,047.0 $2.9M 0.01% +24K +249.7% $87.35 -18.0%
190 HIW Highwoods Prop Real Estate 107,788.0 $2.8M 0.01% +26K +31.4% $25.82 -1.0%
191 FIX COMFORT SYSTEMS USA INC Industrials 2,933.0 $2.7M 0.01% +2K +252.5% $933.29 +96.5%
192 HL HECLA MINING CO Basic Materials 139,700.0 $2.7M 0.01% +78K +126.0% $19.19 -9.8%
193 EFX EQUIFAX INC Industrials 12,123.0 $2.6M 0.01% +9K +309.6% $216.98 -24.8%
194 AKR Acadia Realty Real Estate 125,200.0 $2.6M 0.01% +101K +421.7% $20.54 +6.2%
195 SMURFIT WESTROCK PLC 63,380.0 $2.5M 0.01% +51K +408.8% $38.67
196 VLTO VERALTO CORP Industrials 24,111.0 $2.4M 0.01% +18K +322.9% $99.78 -13.6%
197 FNF FIDELITY NATIONAL FINANCIAL Financial Services 42,661.0 $2.3M 0.01% +36K +586.3% $54.59 -9.6%
198 ENSG ENSIGN GROUP INCTHE Healthcare 12,900.0 $2.2M 0.01% +6K +81.7% $174.20 -1.4%
199 RH RH Consumer Cyclical 12,366.0 $2.2M 0.01% +12K +3287.9% $179.15 -25.7%
200 IONQ IONQ INC Technology 49,300.0 $2.2M 0.01% +2K +3.8% $44.87 +31.2%
Page 10 of 25  ·  494 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 32.2%
Financial Services 12.7%
Communication Services 10.0%
Consumer Cyclical 9.8%
Healthcare 9.6%
Industrials 8.3%
Real Estate 5.9%
Consumer Defensive 4.1%
Energy 2.8%
Utilities 2.6%