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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 4 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXON AXON ENTERPRISE INC Industrials 39,287.0 $22.3M 0.08% +5K +12.9% $567.93 -31.4%
62 NOC NORTHROP GRUMMAN CORP Industrials 38,829.0 $22.1M 0.08% +7K +21.5% $570.21 -3.3%
63 CRH PLC 177,189.0 $22.1M 0.08% +17K +10.8% $124.80
64 DHI DR HORTON INC Consumer Cyclical 152,400.0 $22.0M 0.08% +34K +28.8% $144.03 +0.1%
65 LH LABCORP HOLDINGS INC Healthcare 86,002.0 $21.6M 0.08% +4K +4.9% $250.88 +1.9%
66 CINF CINCINNATI FINANCIAL CORP Financial Services 131,890.0 $21.5M 0.08% +38K +41.1% $163.32 +3.1%
67 TRNO Terreno Realty Real Estate 363,700.0 $21.4M 0.08% +77K +27.0% $58.71 +12.7%
68 EPRT Essential Properties Realty Trust Real Estate 719,600.0 $21.3M 0.08% +158K +28.0% $29.66 +5.8%
69 PNR PENTAIR PLC Industrials 204,818.0 $21.3M 0.08% +10K +5.1% $104.14 -28.8%
70 RBLX ROBLOX CORP CLASS A Technology 256,657.0 $20.8M 0.08% +18K +7.7% $81.03 -43.5%
71 ECL ECOLAB INC Basic Materials 78,744.0 $20.7M 0.08% +20K +33.9% $262.52 -4.7%
72 ITW ILLINOIS TOOL WORKS Industrials 83,263.0 $20.5M 0.08% +14K +20.5% $246.30 +1.5%
73 ZTS ZOETIS INC Healthcare 162,124.0 $20.4M 0.08% +5K +3.1% $125.82 -36.6%
74 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 222,744.0 $20.0M 0.07% +8K +3.7% $89.92 -5.0%
75 AJG ARTHUR J GALLAGHER CO Financial Services 77,216.0 $20.0M 0.07% +17K +29.2% $258.79 -19.9%
76 HST Host Hotels Resorts Real Estate 1,125,903.0 $20.0M 0.07% +146K +14.9% $17.73 +26.4%
77 ODFL OLD DOMINION FREIGHT LINE Industrials 125,664.0 $19.7M 0.07% +26K +26.6% $156.80 +32.5%
78 A AGILENT TECHNOLOGIES INC Healthcare 142,026.0 $19.3M 0.07% +135K +1984.3% $136.07 -15.6%
79 INGERSOLLRAND INC 237,624.0 $18.8M 0.07% +24K +11.2% $79.22
80 NSC NORFOLK SOUTHERN CORP Industrials 64,676.0 $18.7M 0.07% +11K +21.5% $288.72 +7.9%
Page 4 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%