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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 35 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MWA MUELLER WATER PRODUCTS INCA Industrials 6,500.0 $155K 0.00% -40K -85.9% $23.82 +5.5%
682 THG HANOVER INSURANCE GROUP INC Financial Services 847.0 $155K 0.00% -9.0 -1.1% $182.77 +6.5%
683 MTG MGIC INVESTMENT CORP Financial Services 5,266.0 $154K 0.00% -312.0 -5.6% $29.22 -10.4%
684 FELE FRANKLIN ELECTRIC CO INC Industrials 1,600.0 $153K 0.00% -5K -74.2% $95.53 +1.2%
685 DHIL DIAMOND HILL INVESTMENT GRP Financial Services 900.0 $153K 0.00% -3K -76.9% $169.50 +3.2%
686 MARA MARA HOLDINGS INC Financial Services 16,900.0 $152K 0.00% -28K -62.8% $8.98 +50.9%
687 ATHM AUTOHOME INCADR Communication Services 6,800.0 $151K 0.00% -38K -84.7% $22.26 -25.1%
688 SFBS SERVISFIRST BANCSHARES INC Financial Services 2,100.0 $151K 0.00% -1K -34.4% $71.79 +7.5%
689 VYGR VOYAGER THERAPEUTICS INC Healthcare 38,000.0 $149K 0.00% -13K -25.1% $3.93 -10.9%
690 MAT MATTEL INC Consumer Cyclical 7,403.0 $147K 0.00% -275.0 -3.6% $19.84 -24.5%
691 CHE CHEMED CORP Healthcare 333.0 $142K 0.00% -10.0 -2.9% $427.86 +3.2%
692 LEA LEAR CORP Consumer Cyclical 1,238.0 $142K 0.00% -38.0 -3.0% $114.60 +20.8%
693 M MACYS INC Consumer Cyclical 6,397.0 $141K 0.00% -61.0 -0.9% $22.05 -6.5%
694 GRPN GROUPON INC Communication Services 7,900.0 $139K 0.00% -15K -66.0% $17.61 +3.5%
695 GAP GAP INCTHE Consumer Cyclical 5,429.0 $139K 0.00% -72.0 -1.3% $25.60 -9.5%
696 ALK ALASKA AIR GROUP INC Industrials 2,751.0 $138K 0.00% -73K -96.4% $50.30 -18.3%
697 TIPT TIPTREE INC Financial Services 7,500.0 $137K 0.00% -3K -28.6% $18.27 -7.6%
698 NOV NOV INC Energy 8,688.0 $136K 0.00% -246.0 -2.8% $15.63 +33.5%
699 KMX CARMAX INC Consumer Cyclical 3,512.0 $136K 0.00% -71.0 -2.0% $38.64 +0.7%
700 BIO BIORAD LABORATORIESA Healthcare 443.0 $134K 0.00% -4.0 -0.9% $302.99 -5.4%
Page 35 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%