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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 17 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DGICA DONEGAL GROUP INCCL A Financial Services 28,300.0 $565K 0.00% +1K +3.7% $19.98 -12.1%
322 KELYA KELLY SERVICES INC A Industrials 63,900.0 $562K 0.00% +22K +51.1% $8.80 +21.2%
323 NUS NU SKIN ENTERPRISES INC A Consumer Defensive 58,100.0 $559K 0.00% +6K +12.4% $9.62 -38.6%
324 GNK GENCO SHIPPING TRADING LTD Industrials 30,300.0 $558K 0.00% +7K +31.2% $18.43 +31.0%
325 BWMN BOWMAN CONSULTING GROUP LTD Industrials 16,900.0 $558K 0.00% +13K +293.0% $33.02 -5.9%
326 HOV HOVNANIAN ENTERPRISESA Consumer Cyclical 5,700.0 $556K 0.00% +2K +46.1% $97.54 +18.4%
327 CF BANKSHARES INC 22,200.0 $554K 0.00% +20K +909.1% $24.95
328 CLW CLEARWATER PAPER CORP Basic Materials 31,800.0 $553K 0.00% +4K +15.6% $17.40 -18.2%
329 MGPI MGP INGREDIENTS INC Consumer Defensive 22,700.0 $552K 0.00% +1K +5.1% $24.30 -25.5%
330 ARDT ARDENT HEALTH INC Healthcare 62,400.0 $551K 0.00% +20K +47.2% $8.83 +4.3%
331 SIGA SIGA TECHNOLOGIES INC Healthcare 90,100.0 $551K 0.00% +24K +35.7% $6.11 -26.5%
332 WULF TERAWULF INC Financial Services 47,900.0 $550K 0.00% +23K +91.6% $11.49 +88.3%
333 MTRX MATRIX SERVICE CO Industrials 47,000.0 $550K 0.00% +2K +3.8% $11.70 +7.1%
334 GNE GENIE ENERGY LTDB Utilities 39,800.0 $548K 0.00% +1K +2.6% $13.78 +0.6%
335 JOUT JOHNSON OUTDOORS INCA Consumer Cyclical 12,900.0 $548K 0.00% +9K +258.3% $42.45 +1.1%
336 GPGI COMPOSECURE INCA Industrials 28,400.0 $548K 0.00% +20K +226.4% $19.28 -38.0%
337 NEXXEN INTERNATIONAL LTD 83,300.0 $545K 0.00% +22K +35.7% $6.54
338 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 94,300.0 $543K 0.00% +5K +5.5% $5.76 +60.4%
339 BV BRIGHTVIEW HOLDINGS INC Industrials 42,800.0 $542K 0.00% +6K +16.6% $12.67 -1.2%
340 USNA USANA HEALTH SCIENCES INC Consumer Defensive 27,500.0 $540K 0.00% +10K +52.8% $19.63 -7.6%
Page 17 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%