BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 3 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMUS TMOBILE US INC Communication Services 150,197.0 $30.5M 0.11% +2K +1.4% $203.04 -6.3%
42 CMI CUMMINS INC Industrials 59,297.0 $30.3M 0.11% +2K +4.2% $510.45 +25.1%
43 AME AMETEK INC Industrials 145,319.0 $29.8M 0.11% +14K +10.5% $205.31 +8.7%
44 INVH Invitation Homes Real Estate 1,061,160.0 $29.5M 0.11% +77K +7.9% $27.79 +4.5%
45 PSA Public Storage Real Estate 110,455.0 $28.7M 0.11% +6K +5.5% $259.50 +16.7%
46 LMT LOCKHEED MARTIN CORP Industrials 59,041.0 $28.6M 0.11% +10K +19.9% $483.67 +8.1%
47 UAL UNITED AIRLINES HOLDINGS INC Industrials 251,597.0 $28.1M 0.10% +34K +15.5% $111.82 -12.3%
48 HUBS HUBSPOT INC Technology 67,718.0 $27.2M 0.10% +15K +28.2% $401.30 -50.6%
49 VST VISTRA CORP Utilities 165,904.0 $26.8M 0.10% +8K +5.1% $161.33 -10.7%
50 BLUE OWL CAPITAL CORP 2,139,603.0 $26.6M 0.10% +62K +3.0% $12.43
51 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,505,092.0 $26.1M 0.10% +124K +8.9% $17.35 -8.6%
52 STLD STEEL DYNAMICS INC Basic Materials 153,878.0 $26.1M 0.10% +11K +7.3% $169.45 +34.7%
53 MET METLIFE INC Financial Services 326,091.0 $25.7M 0.10% +46K +16.6% $78.94 +6.8%
54 JCI JOHNSON CONTROLS INTERNATION Industrials 205,403.0 $24.6M 0.09% +50K +32.0% $119.75 +13.1%
55 GD GENERAL DYNAMICS CORP Industrials 72,564.0 $24.4M 0.09% +13K +21.8% $336.66 +0.6%
56 FOXA FOX CORP CLASS A Communication Services 332,444.0 $24.3M 0.09% +23K +7.6% $73.07 -12.1%
57 CTAS CINTAS CORP Industrials 127,879.0 $24.1M 0.09% +8K +6.5% $188.07 -8.4%
58 KNX KNIGHTSWIFT TRANSPORTATION Industrials 448,471.0 $23.4M 0.09% +89K +24.7% $52.28 +34.4%
59 KR KROGER CO Consumer Defensive 366,726.0 $22.9M 0.09% +32K +9.6% $62.48 +7.3%
60 SN SHARKNINJA INC Consumer Cyclical 201,795.0 $22.6M 0.08% +39K +23.8% $111.90 -8.9%
Page 3 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%