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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 7 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BNL Broadstone Net Lease Real Estate 610,100.0 $10.6M 0.04% +200K +48.7% $17.37 +17.5%
122 ZBRA ZEBRA TECHNOLOGIES CORPCL A Technology 43,518.0 $10.6M 0.04% +5K +13.9% $242.82 +0.3%
123 ROKU ROKU INC Communication Services 95,087.0 $10.3M 0.04% +65K +216.1% $108.49 +14.4%
124 EME EMCOR GROUP INC Industrials 16,770.0 $10.3M 0.04% +3K +21.9% $611.79 +38.8%
125 CMC COMMERCIAL METALS CO Basic Materials 148,100.0 $10.3M 0.04% +19K +14.6% $69.22 +2.1%
126 CPRT COPART INC Industrials 253,887.0 $9.9M 0.04% +45K +21.8% $39.15 -12.1%
127 SUI Sun Communities Real Estate 77,037.0 $9.5M 0.04% +21K +38.5% $123.91 -0.7%
128 CPT Camden Property Real Estate 84,627.0 $9.3M 0.04% +1K +1.6% $110.08 -3.6%
129 MHO MI HOMES INC Consumer Cyclical 72,500.0 $9.3M 0.04% +3K +3.7% $127.95 +0.8%
130 MTSI MACOM TECHNOLOGY SOLUTIONS H Technology 54,016.0 $9.3M 0.04% +2K +4.7% $171.28 +122.1%
131 DELL DELL TECHNOLOGIES C Technology 72,185.0 $9.1M 0.03% +1K +1.4% $125.88 +100.9%
132 BBWI BATH BODY WORKS INC Consumer Cyclical 451,936.0 $9.1M 0.03% +447K +8777.2% $20.08 -13.7%
133 INSM INSMED INC Healthcare 52,016.0 $9.1M 0.03% +23K +76.6% $174.04 -37.1%
134 MAA MidAmerica Apartment Comm Real Estate 65,079.0 $9.0M 0.03% +41K +170.3% $138.91 -6.4%
135 SF STIFEL FINANCIAL CORP Financial Services 72,168.0 $9.0M 0.03% +15K +25.8% $125.22 -41.6%
136 RBRK RUBRIK INCA Technology 118,083.0 $9.0M 0.03% +56K +89.5% $76.48 -12.5%
137 SLG SL Green Realty Real Estate 196,500.0 $9.0M 0.03% +58K +41.6% $45.87 -9.6%
138 BR BROADRIDGE FINANCIAL SOLUTIO Technology 38,791.0 $8.7M 0.03% +7K +22.0% $223.17 -32.8%
139 REGCO Regency Centers Real Estate 125,128.0 $8.6M 0.03% +26K +26.4% $69.03 -66.9%
140 LYFT LYFT INCA Technology 440,405.0 $8.5M 0.03% +431K +4527.6% $19.37 -30.4%
Page 7 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%