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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 3 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATERIALS INC Technology 321,608.0 $82.7M 0.31% -7K -2.2% $256.99 +66.3%
42 KO COCACOLA COTHE Consumer Defensive 1,181,405.0 $82.6M 0.31% -35K -2.9% $69.91 +16.1%
43 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 280,563.0 $80.6M 0.30% -7K -2.5% $287.25 +12.4%
44 DLR Digital Realty Trust Real Estate 516,443.0 $79.9M 0.30% -24K -4.4% $154.71 +25.6%
45 ISRG INTUITIVE SURGICAL INC Healthcare 140,989.0 $79.9M 0.30% -15K -9.7% $566.36 -22.3%
46 UBER UBER TECHNOLOGIES INC Technology 970,437.0 $79.3M 0.30% -117K -10.8% $81.71 -8.7%
47 GM GENERAL MOTORS CO Consumer Cyclical 947,399.0 $77.0M 0.29% -63K -6.2% $81.32 -5.1%
48 HON HONEYWELL INTERNATIONAL INC Industrials 384,011.0 $74.9M 0.28% -40K -9.5% $195.09 +14.7%
49 DHR DANAHER CORP Healthcare 324,691.0 $74.3M 0.28% -9K -2.6% $228.92 -24.3%
50 VRT VERTIV HOLDINGS COA Industrials 447,313.0 $72.5M 0.27% -72K -13.9% $162.01 +94.8%
51 ADI ANALOG DEVICES INC Technology 265,429.0 $72.0M 0.27% -5K -1.7% $271.20 +41.7%
52 CVS CVS HEALTH CORP Healthcare 887,820.0 $70.5M 0.26% -155K -14.9% $79.36 +17.6%
53 CB CHUBB LTD Financial Services 223,825.0 $69.9M 0.26% -13K -5.7% $312.12 +5.8%
54 AXP AMERICAN EXPRESS CO Financial Services 187,380.0 $69.3M 0.26% -14K -7.0% $369.95 -16.3%
55 ABT ABBOTT LABORATORIES Healthcare 544,394.0 $68.2M 0.25% -22K -3.9% $125.29 -29.9%
56 INTC INTEL CORP Technology 1,803,931.0 $66.6M 0.25% -30K -1.6% $36.90 +221.1%
57 GILD GILEAD SCIENCES INC Healthcare 541,219.0 $66.4M 0.25% -17K -3.1% $122.74 +6.3%
58 CMCSA COMCAST CORPCLASS A Communication Services 2,173,257.0 $65.0M 0.24% -44K -2.0% $29.89 -16.1%
59 TJX TJX COMPANIES INC Consumer Cyclical 421,870.0 $64.8M 0.24% -10K -2.4% $153.61 +3.6%
60 AEP AMERICAN ELECTRIC POWER Utilities 553,236.0 $63.8M 0.24% -5K -0.9% $115.31 +12.4%
Page 3 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%