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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HTFL HEARTFLOW Healthcare 3,400.0 $99K NEW $29.15 +0.2%
62 HELE HELEN OF TROY LTD Consumer Defensive 4,400.0 $94K NEW $21.25 +16.7%
63 LIBERTY LIVE HOLDINGSC 1,096.0 $91K NEW $83.16
64 FORR FORRESTER RESEARCH INC Industrials 11,100.0 $90K NEW $8.12 -14.2%
65 XPEL XPEL INC Consumer Cyclical 1,800.0 $90K NEW $49.91 -9.4%
66 KOD KODIAK SCIENCES INC Healthcare 3,100.0 $87K NEW $27.96 +33.8%
67 FLY FIREFLY AEROSPACE Industrials 3,800.0 $85K NEW $22.37 +91.6%
68 LBRX LB PHARMACEUTICALS Healthcare 3,400.0 $76K NEW $22.26 +25.8%
69 GRDN GUARDIAN PHRMCY SERVICESA Healthcare 2,500.0 $75K NEW $30.09 +27.5%
70 FOLD AMICUS THERAPEUTICS INC Healthcare 4,800.0 $68K NEW $14.24 +1.8%
71 MOV MOVADO GROUP INC Consumer Cyclical 3,200.0 $66K NEW $20.62 +33.4%
72 BRCB BLACK ROCK COFFEE BAR Consumer Defensive 2,900.0 $65K NEW $22.25 -70.4%
73 IMNM IMMUNOME INC Healthcare 3,000.0 $64K NEW $21.48 +6.9%
74 PFIS PEOPLES FINANCIAL SERVICES Financial Services 1,300.0 $63K NEW $48.71 +20.5%
75 XENE XENON PHARMACEUTICALS INC Healthcare 1,300.0 $58K NEW $44.82 +22.0%
76 NVGS NAVIGATOR HOLDINGS LTD Energy 3,300.0 $57K NEW $17.32 +35.1%
77 MPLT MAPLIGHT THERAPEUTICS IN Healthcare 3,000.0 $53K NEW $17.57 +66.7%
78 VIA VIA TRANSPORTATION Technology 1,800.0 $52K NEW $29.01 -50.0%
79 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 4,100.0 $52K NEW $12.60 -1.4%
80 DYN DYNE THERAPEUTICS INC Healthcare 2,600.0 $51K NEW $19.56 -11.2%
Page 4 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%