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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 6 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 W WAYFAIR INC CLASS A Consumer Cyclical 139,446.0 $14.0M 0.05% +42K +43.4% $100.41 -35.5%
102 CARR CARRIER GLOBAL CORP Industrials 261,115.0 $13.8M 0.05% +74K +39.6% $52.84 +17.7%
103 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 66,316.0 $13.7M 0.05% +20K +43.8% $206.23 +3.4%
104 ALB ALBEMARLE CORP Basic Materials 95,815.0 $13.6M 0.05% +93K +3309.8% $141.44 +20.1%
105 MSTR STRATEGY INC Technology 87,689.0 $13.3M 0.05% +12K +16.6% $151.95 +8.5%
106 HUM HUMANA INC Healthcare 51,392.0 $13.2M 0.05% +17K +47.3% $256.13 +18.6%
107 BJ BJS WHOLESALE CLUB HOLDINGS Consumer Defensive 144,631.0 $13.0M 0.05% +34K +30.1% $90.03 +4.9%
108 MKSI MKS INC Technology 80,803.0 $12.9M 0.05% +7K +9.8% $159.80 +96.0%
109 EBAY EBAY INC Consumer Cyclical 147,021.0 $12.8M 0.05% +15K +11.4% $87.10 +34.5%
110 PWR QUANTA SERVICES INC Industrials 30,328.0 $12.8M 0.05% +4K +14.3% $422.06 +68.2%
111 NXT NEXTPOWER INCCL A Technology 144,900.0 $12.6M 0.05% +35K +31.7% $87.11 +38.9%
112 RSG REPUBLIC SERVICES INC Industrials 58,204.0 $12.3M 0.05% +10K +21.9% $211.93 +0.1%
113 CUZ Cousins Property Real Estate 474,976.0 $12.2M 0.05% +74K +18.5% $25.78 +2.5%
114 APG API GROUP CORP Industrials 313,176.0 $12.0M 0.04% +34K +12.3% $38.26 +8.5%
115 RHP Ryman Hospitality Properties Real Estate 126,424.0 $12.0M 0.04% +12K +10.6% $94.62 +17.3%
116 HAL HALLIBURTON CO Energy 419,704.0 $11.9M 0.04% +399K +1947.3% $28.26 +48.5%
117 APLE Apple Hospitality REIT Real Estate 997,934.0 $11.8M 0.04% +19K +1.9% $11.85 +22.4%
118 TER TERADYNE INC Technology 58,751.0 $11.4M 0.04% +55K +1428.0% $193.56 +77.9%
119 AHR American Healthcare REIT Real Estate 234,900.0 $11.1M 0.04% +17K +7.9% $47.06 +6.5%
120 SOFI SOFI TECHNOLOGIES INC Financial Services 418,446.0 $11.0M 0.04% +38K +10.1% $26.18 -40.1%
Page 6 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%