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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 14 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NUE NUCOR CORP Basic Materials 19,302.0 $3.1M 0.01% -2K -10.2% $163.11 +38.8%
262 CGNX COGNEX CORP Technology 84,119.0 $3.0M 0.01% -92K -52.2% $35.98 +78.6%
263 QTWO Q2 HOLDINGS INC Technology 40,500.0 $2.9M 0.01% -5K -10.8% $72.16 -34.8%
264 BVN CIA DE MINAS BUENAVENTURADR Basic Materials 99,956.0 $2.8M 0.01% -17K -14.8% $27.83 +21.1%
265 UMH UMH Properties Real Estate 172,500.0 $2.7M 0.01% -98K -36.1% $15.91 -3.3%
266 GH GUARDANT HEALTH INC Healthcare 26,700.0 $2.7M 0.01% -4K -12.5% $102.14 +15.5%
267 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6,800.0 $2.7M 0.01% -8K -53.7% $393.30 -18.6%
268 INFY INFOSYS LTDSP ADR Technology 147,000.0 $2.6M 0.01% -54K -26.7% $17.82 -29.1%
269 AR ANTERO RESOURCES CORP Energy 73,940.0 $2.5M 0.01% -41K -35.7% $34.46 +7.5%
270 MNDY MONDAYCOM LTD Technology 17,172.0 $2.5M 0.01% -11K -39.5% $147.56 -48.3%
271 CVLT COMMVAULT SYSTEMS INC Technology 19,600.0 $2.5M 0.01% -9K -31.9% $125.36 -15.4%
272 KBH KB HOME Consumer Cyclical 42,600.0 $2.4M 0.01% -37K -46.3% $56.41 -14.9%
273 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 14,386.0 $2.4M 0.01% -6K -31.1% $166.00 +7.4%
274 BBD BANCO BRADESCOADR Financial Services 712,031.0 $2.4M 0.01% -124K -14.9% $3.33 +6.9%
275 BCPC BALCHEM CORP Basic Materials 14,100.0 $2.2M 0.01% -3K -16.6% $153.36 +5.5%
276 KVUE KENVUE INC Consumer Defensive 123,620.0 $2.1M 0.01% -401K -76.4% $17.25 +1.2%
277 Outfront Media 85,429.0 $2.1M 0.01% -305K -78.1% $24.10
278 MGY MAGNOLIA OIL GAS CORP A Energy 91,900.0 $2.0M 0.01% -60K -39.6% $21.89 +33.6%
279 AXSM AXSOME THERAPEUTICS INC Healthcare 10,800.0 $2.0M 0.01% -1K -9.2% $182.64 +27.9%
280 HR Healthcare Realty Trust Inc Real Estate 116,360.0 $2.0M 0.01% -22K -16.2% $16.95 +20.1%
Page 14 of 41  ·  808 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%