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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 22 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ONON ON HOLDING AGCLASS A Consumer Cyclical 5,345.0 $248K 0.00% +78.0 +1.5% $46.48 -15.7%
422 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 5,300.0 $247K 0.00% +4K +341.7% $46.55 -20.3%
423 AVA AVISTA CORP Utilities 6,400.0 $247K 0.00% +3K +100.0% $38.54 +6.2%
424 AEO AMERICAN EAGLE OUTFITTERS Consumer Cyclical 9,200.0 $243K 0.00% +7K +338.1% $26.37 -37.2%
425 MYE MYERS INDUSTRIES INC Consumer Cyclical 12,800.0 $240K 0.00% +4K +40.7% $18.72 +17.5%
426 DSGN DESIGN THERAPEUTICS INC Healthcare 25,200.0 $236K 0.00% +3K +11.5% $9.38 +17.4%
427 INOD INNODATA INC Technology 4,600.0 $234K 0.00% +1K +27.8% $50.95 +93.4%
428 MVBF MVB FINANCIAL CORP Financial Services 8,900.0 $230K 0.00% +700.0 +8.5% $25.83 +0.0%
429 OWL BLUE OWL CAPITAL INC Financial Services 15,207.0 $227K 0.00% +620.0 +4.2% $14.94 -31.7%
430 STOK STOKE THERAPEUTICS INC Healthcare 7,000.0 $222K 0.00% +600.0 +9.4% $31.74 -4.5%
431 MUR MURPHY OIL CORP Energy 7,100.0 $222K 0.00% +2K +42.0% $31.25 +20.9%
432 SMR NUSCALE POWER CORP Utilities 15,400.0 $218K 0.00% +1K +8.4% $14.17 -26.7%
433 CONFLUENT INCCLASS A 6,918.0 $209K 0.00% +299.0 +4.5% $30.24
434 COKE COCACOLA CONSOLIDATED INC Consumer Defensive 1,357.0 $208K 0.00% +119.0 +9.6% $153.30 +15.0%
435 OSIS OSI SYSTEMS INC Technology 800.0 $204K 0.00% +100.0 +14.3% $255.06 -18.5%
436 PFSI PENNYMAC FINANCIAL SERVICES Financial Services 1,500.0 $198K 0.00% +400.0 +36.4% $131.84 -33.9%
437 ORC Orchid Island Capital Real Estate 27,100.0 $195K 0.00% +4K +16.3% $7.20 -5.1%
438 MATIV HOLDINGS INC 15,100.0 $183K 0.00% +8K +106.8% $12.15
439 RUN SUNRUN INC Energy 9,800.0 $180K 0.00% +3K +44.1% $18.40 -25.6%
440 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,583.0 $180K 0.00% +74.0 +4.9% $113.78 -24.8%
Page 22 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%