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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 9 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XPO XPO INC Industrials 42,746.0 $5.8M 0.02% +3K +7.3% $135.91 +55.1%
162 BOOT BOOT BARN HOLDINGS INC Consumer Cyclical 32,800.0 $5.8M 0.02% +200.0 +0.6% $176.47 -12.5%
163 CDP COPT Defense Properties Real Estate 198,200.0 $5.5M 0.02% +178K +857.5% $27.80 +16.2%
164 AAT American Assets Trust Inc Real Estate 281,600.0 $5.3M 0.02% +272K +2773.5% $18.93 +17.0%
165 DKS DICKS SPORTING GOODS INC Consumer Cyclical 26,516.0 $5.2M 0.02% +10K +60.6% $197.97 +12.0%
166 AXS AXIS CAPITAL HOLDINGS LTD Financial Services 48,480.0 $5.2M 0.02% +6K +14.8% $107.09 -6.0%
167 BDC BELDEN INC Technology 43,000.0 $5.0M 0.02% +2K +4.1% $116.55 -10.1%
168 ZS ZSCALER INC Technology 20,393.0 $4.6M 0.02% +18K +773.4% $224.92 -22.4%
169 PRIM PRIMORIS SERVICES CORP Industrials 36,200.0 $4.5M 0.02% +22K +162.3% $124.14 -14.1%
170 PATK PATRICK INDUSTRIES INC Consumer Cyclical 41,000.0 $4.4M 0.02% +40K +4000.0% $108.43 -16.8%
171 DY DYCOM INDUSTRIES INC Industrials 13,100.0 $4.4M 0.02% +8K +172.9% $337.90 +22.6%
172 NXRT NexPoint Residential Trust Real Estate 146,900.0 $4.4M 0.02% +28K +24.1% $30.10 -2.0%
173 YETI YETI HOLDINGS INC Consumer Cyclical 98,839.0 $4.4M 0.02% +22K +28.2% $44.17 +1.1%
174 FERG FERGUSON ENTERPRISES INC Industrials 19,576.0 $4.4M 0.02% +15K +322.7% $222.63 +0.5%
175 TFX TELEFLEX INC Healthcare 34,058.0 $4.2M 0.02% +11K +47.7% $122.04 +10.8%
176 FAST FASTENAL CO Industrials 96,798.0 $3.9M 0.01% +69K +252.6% $40.13 +8.5%
177 PAYX PAYCHEX INC Industrials 33,830.0 $3.8M 0.01% +26K +338.4% $112.18 -16.0%
178 GWW WW GRAINGER INC Industrials 3,747.0 $3.8M 0.01% +3K +253.8% $1009.05 +22.8%
179 FUTU FUTU HOLDINGS LTDADR Financial Services 22,576.0 $3.7M 0.01% +3K +14.7% $164.21 -24.6%
180 BE BLOOM ENERGY CORP A Industrials 41,200.0 $3.6M 0.01% +8K +24.9% $86.89 +254.3%
Page 9 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%