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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 22 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 OCFC OCEANFIRST FINANCIAL CORP Financial Services 35,700.0 $641K 0.00% -3K -7.8% $17.95 +4.3%
422 QSR RESTAURANT BRANDS INTERN Consumer Cyclical 9,349.0 $638K 0.00% -60.0 -0.6% $68.25 +10.5%
423 ESNT ESSENT GROUP LTD Financial Services 9,800.0 $637K 0.00% -16K -61.7% $65.01 -6.5%
424 MBIN MERCHANTS BANCORPIN Financial Services 18,700.0 $637K 0.00% -2K -9.7% $34.06 +35.0%
425 GHM GRAHAM CORP Industrials 9,900.0 $636K 0.00% -2K -15.4% $64.23 +47.8%
426 HAFC HANMI FINANCIAL CORPORATION Financial Services 23,500.0 $635K 0.00% -500.0 -2.1% $27.03 +11.6%
427 SCHL SCHOLASTIC CORP Communication Services 21,300.0 $631K 0.00% -4K -14.8% $29.63 +37.4%
428 MDXG MIMEDX GROUP INC Healthcare 92,600.0 $627K 0.00% -3K -2.7% $6.77 -46.5%
429 LITE LUMENTUM HOLDINGS INC Technology 1,687.0 $622K 0.00% -29K -94.5% $368.59 +156.9%
430 PJT PJT PARTNERS INC A Financial Services 3,700.0 $619K 0.00% -3K -46.4% $167.20 -6.4%
431 EAT BRINKER INTERNATIONAL INC Consumer Cyclical 4,300.0 $617K 0.00% -2K -27.1% $143.52 -4.3%
432 INFINITY NATURAL RESOURCL A 41,600.0 $613K 0.00% -1K -3.3% $14.73
433 THFF FIRST FINANCIAL CORP Financial Services 10,100.0 $610K 0.00% -900.0 -8.2% $60.42 +13.5%
434 HOMETRUST BANCSHARES INC 14,200.0 $610K 0.00% -1K -9.0% $42.94
435 SENEA SENECA FOODS CORP CL A Consumer Defensive 5,500.0 $608K 0.00% -300.0 -5.2% $110.63 +25.7%
436 CWAN CLEARWATER ANALYTICS HDSA Technology 25,100.0 $605K 0.00% -6K -19.3% $24.12 +0.8%
437 CWCO CONSOLIDATED WATER COORD SH Utilities 17,000.0 $600K 0.00% -1K -5.6% $35.29 -16.7%
438 TK TEEKAY CORP LTD Energy 66,300.0 $599K 0.00% -4K -5.2% $9.03 +47.7%
439 METALLUS INC 34,800.0 $597K 0.00% -3K -8.9% $17.16
440 FRST PRIMIS FINANCIAL CORP Financial Services 42,900.0 $597K 0.00% -9K -17.5% $13.91 +3.0%
Page 22 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%