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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 23 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CLF CLEVELANDCLIFFS INC Basic Materials 13,423.0 $178K 0.00% +2K +15.4% $13.28 -19.4%
442 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 6,600.0 $175K 0.00% +600.0 +10.0% $26.58 +24.0%
443 MEI METHODE ELECTRONICS INC Technology 26,300.0 $175K 0.00% +2K +10.0% $6.64 +62.3%
444 CHWY CHEWY INC CLASS A Consumer Cyclical 5,232.0 $173K 0.00% +139.0 +2.7% $33.05 -39.7%
445 ESTC ELASTIC NV Technology 2,210.0 $167K 0.00% +42.0 +1.9% $75.44 -28.6%
446 CBSH COMMERCE BANCSHARES INC Financial Services 3,100.0 $162K 0.00% +153.0 +5.2% $52.34 -0.3%
447 INDB INDEPENDENT BANK CORPMA Financial Services 2,200.0 $161K 0.00% +600.0 +37.5% $73.08 +7.6%
448 ENVA ENOVA INTERNATIONAL INC Financial Services 1,000.0 $157K 0.00% +700.0 +233.3% $157.20 +2.4%
449 H HYATT HOTELS CORP CL A Consumer Cyclical 973.0 $156K 0.00% +11.0 +1.1% $160.32 +9.5%
450 MASS 908 DEVICES INC Healthcare 29,700.0 $156K 0.00% +17K +130.2% $5.25 +35.6%
451 VSEC VSE CORP Industrials 900.0 $155K 0.00% +500.0 +125.0% $172.77 -1.3%
452 ANIK ANIKA THERAPEUTICS INC Healthcare 15,600.0 $150K 0.00% +2K +12.2% $9.61 +56.3%
453 RITM Rithm Capital Corp Real Estate 13,243.0 $144K 0.00% +593.0 +4.7% $10.90 -15.0%
454 AIN ALBANY INTL CORPCL A Consumer Cyclical 2,800.0 $142K 0.00% +3K +2700.0% $50.70 +20.2%
455 EXPO EXPONENT INC Industrials 2,000.0 $139K 0.00% +200.0 +11.1% $69.46 -17.9%
456 TEM TEMPUS AI INC Healthcare 2,301.0 $136K 0.00% +333.0 +16.9% $59.05 -22.3%
457 UUUU ENERGY FUELS INC Energy 9,200.0 $134K +5K +119.0% $14.54 +15.4%
458 LBRDK LIBERTY BROADBANDC Communication Services 2,721.0 $132K +44.0 +1.6% $48.60 -28.3%
459 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 2,547.0 $132K +37.0 +1.5% $51.63 -36.0%
460 HLNE HAMILTON LANE INCCLASS A Financial Services 969.0 $130K +14.0 +1.5% $134.31 -34.0%
Page 23 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%