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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 8 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DKNG DRAFTKINGS INCCL A Consumer Cyclical 244,512.0 $8.4M 0.03% +88K +56.2% $34.46 -26.3%
142 LAMR Lamar Advertising Real Estate 66,468.0 $8.4M 0.03% +31K +85.2% $126.58 +20.6%
143 CNC CENTENE CORP Healthcare 203,339.0 $8.4M 0.03% +192K +1635.1% $41.15 +40.4%
144 ACA ARCOSA INC Industrials 78,600.0 $8.4M 0.03% +3K +4.0% $106.32 +12.1%
145 RGEN REPLIGEN CORP Healthcare 50,262.0 $8.2M 0.03% +1K +2.7% $163.86 -31.8%
146 UTHR UNITED THERAPEUTICS CORP Healthcare 16,416.0 $8.0M 0.03% +6K +63.1% $487.25 +15.7%
147 AMH American Homes 4 Rent Real Estate 246,263.0 $7.9M 0.03% +83K +50.5% $32.10 +0.0%
148 GLOBUS MEDICAL INC A 85,386.0 $7.5M 0.03% +21K +33.5% $87.31
149 ABCB AMERIS BANCORP Financial Services 100,200.0 $7.4M 0.03% +86K +631.4% $74.27 +14.1%
150 SANDISK CORP 30,130.0 $7.2M 0.03% +27K +834.3% $237.38
151 COLD Americold Realty Trust Inc Real Estate 553,329.0 $7.1M 0.03% +63K +12.8% $12.86 +12.3%
152 MDB MONGODB INC Technology 16,689.0 $7.0M 0.03% +15K +784.9% $419.69 -24.3%
153 SMCI SUPER MICRO COMPUTER INC Technology 237,299.0 $6.9M 0.03% +70K +41.9% $29.27 +14.3%
154 PKST Peakstone Realty Trust Real Estate 460,600.0 $6.6M 0.03% +290K +169.7% $14.35 +46.3%
155 AEIS ADVANCED ENERGY INDUSTRIES Industrials 30,900.0 $6.5M 0.02% +27K +692.3% $209.37 +54.6%
156 PODD INSULET CORP Healthcare 22,680.0 $6.4M 0.02% +6K +36.0% $284.24 -44.9%
157 NRG NRG ENERGY INC Utilities 40,009.0 $6.4M 0.02% +20K +104.7% $159.24 -14.0%
158 WCC WESCO INTERNATIONAL INC Industrials 25,348.0 $6.2M 0.02% +4K +21.0% $244.64 +43.1%
159 HQY HEALTHEQUITY INC Healthcare 64,400.0 $5.9M 0.02% +29K +84.0% $91.61 -5.7%
160 XRN Global Medical REIT Financial Services 173,380.0 $5.8M 0.02% +12K +7.6% $33.74 +7.4%
Page 8 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%