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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 38 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DORM DORMAN PRODUCTS INC Consumer Cyclical 800.0 $99K -2K -75.0% $123.19 -3.6%
742 VRRM VERRA MOBILITY CORP Technology 4,300.0 $96K -3K -44.2% $22.41 -40.7%
743 DVA DAVITA INC Healthcare 841.0 $96K -57.0 -6.3% $113.61 +74.9%
744 AGO ASSURED GUARANTY LTD Financial Services 1,063.0 $96K -26K -96.1% $89.87 -12.5%
745 AVT AVNET INC Technology 1,935.0 $93K -57.0 -2.9% $48.08 +73.5%
746 NEU NEWMARKET CORP Basic Materials 134.0 $92K -7.0 -5.0% $687.26 +4.8%
747 ZETA ZETA GLOBAL HOLDINGS CORPA Technology 4,500.0 $92K -5K -53.6% $20.35 -9.9%
748 VHI VALHI INC Basic Materials 7,400.0 $89K -5K -41.7% $12.05 +6.6%
749 UCTT ULTRA CLEAN HOLDINGS INC Technology 3,500.0 $89K -5K -56.8% $25.33 +216.7%
750 RNST RENASANT CORP Financial Services 2,500.0 $88K -1K -30.6% $35.22 +16.8%
751 FG FG ANNUITIES LIFE INC Financial Services 2,801.0 $86K -3K -49.1% $30.85 -10.6%
752 NVST ENVISTA HOLDINGS CORP Healthcare 3,902.0 $85K -113.0 -2.8% $21.71 +8.8%
753 BKU BANKUNITED INC Financial Services 1,900.0 $85K -2K -50.0% $44.57 +3.9%
754 MZTI MARZETTI COMPANYTHE Consumer Defensive 500.0 $82K -200.0 -28.6% $164.42 -31.4%
755 BRBR BELLRING BRANDS INC Consumer Defensive 3,009.0 $80K -162K -98.2% $26.73 -66.1%
756 TEX TEREX CORP Industrials 1,500.0 $80K -200.0 -11.8% $53.38 +7.9%
757 KREF KKR Real Estate Finance Trust Real Estate 9,700.0 $80K -2K -14.9% $8.22 -22.0%
758 FBP FIRST BANCORP PUERTO RICO Financial Services 3,800.0 $79K -2K -36.7% $20.73 +16.5%
759 BBAI BIGBEARAI HOLDINGS INC Technology 14,200.0 $77K -17K -54.2% $5.40 -22.2%
760 FIRST HAWAIIAN INC 2,952.0 $75K -42.0 -1.4% $25.30
Page 38 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%