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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 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 36,100.0 $566K 0.00% NEW $15.68 +20.4%
22 GSAT GLOBALSTAR INC Communication Services 8,900.0 $543K 0.00% NEW $61.04 +35.5%
23 OCUL OCULAR THERAPEUTIX INC Healthcare 44,200.0 $537K 0.00% NEW $12.14 -32.3%
24 LXP Industrial Trust 10,300.0 $511K 0.00% NEW $49.58
25 NC NACCO INDUSTRIESCL A Energy 10,300.0 $505K 0.00% NEW $49.04 +0.9%
26 BBUC BROOKFIELD BUSINESSCL A Financial Services 12,000.0 $431K 0.00% NEW $35.88 -5.4%
27 SEPN SEPTERNA INC Healthcare 14,600.0 $407K 0.00% NEW $27.88 +0.5%
28 RCUS ARCUS BIOSCIENCES INC Healthcare 16,800.0 $400K 0.00% NEW $23.83 -0.4%
29 GSM FERROGLOBE PLC Basic Materials 81,600.0 $379K 0.00% NEW $4.64 -11.4%
30 WEBULL CORP 48,200.0 $375K 0.00% NEW $7.77
31 PAGS PAGSEGURO DIGITAL LTDCL A Technology 37,800.0 $364K 0.00% NEW $9.64 -3.3%
32 HLIT HARMONIC INC Technology 34,500.0 $341K 0.00% NEW $9.89 +28.4%
33 KMT KENNAMETAL INC Industrials 11,600.0 $330K 0.00% NEW $28.41 +24.0%
34 CASS CASS INFORMATION SYSTEMS INC Industrials 7,900.0 $328K 0.00% NEW $41.52 +12.0%
35 KYMR KYMERA THERAPEUTICS INC Healthcare 3,900.0 $303K 0.00% NEW $77.81 +3.6%
36 SMP STANDARD MOTOR PRODS Consumer Cyclical 7,600.0 $280K 0.00% NEW $36.85 +0.7%
37 LGN LEGENCE CORPCL A Industrials 6,500.0 $280K 0.00% NEW $43.04 +90.4%
38 AGIO AGIOS PHARMACEUTICALS INC Healthcare 10,000.0 $272K 0.00% NEW $27.22 +5.8%
39 HTZ HERTZ GLOBAL HLDGS INC Industrials 51,800.0 $266K 0.00% NEW $5.14 -1.6%
40 UPSTREAM BIO INC 9,800.0 $266K 0.00% NEW $27.15
Page 2 of 6  ·  109 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%