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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 40 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CACC CREDIT ACCEPTANCE CORP Financial Services 105.0 $47K -2.0 -1.9% $443.46 +23.4%
782 LRN STRIDE INC Consumer Defensive 700.0 $45K -11K -93.9% $64.93 +35.0%
783 SOUNDTHINKING INC 5,500.0 $44K -2K -26.7% $8.03
784 CNXC CONCENTRIX CORP Technology 1,058.0 $44K -11.0 -1.0% $41.58 -37.8%
785 HWKN HAWKINS INC Basic Materials 300.0 $43K -4K -92.7% $142.06 +7.4%
786 IPGP IPG PHOTONICS CORP Technology 591.0 $42K -7.0 -1.2% $71.60 +68.3%
787 FIBK FIRST INTERSTATE BANCSYSA Financial Services 1,200.0 $42K -3K -72.7% $34.60 +1.7%
788 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 700.0 $40K -400.0 -36.4% $57.44 +10.0%
789 IRIDIUM COMMUNICATIONS INC 2,201.0 $38K -25.0 -1.1% $17.38
790 MXL MAXLINEAR INC Technology 2,100.0 $37K -4K -63.8% $17.43 +471.8%
791 SAM BOSTON BEER COMPANY INCA Consumer Defensive 185.0 $36K -5.0 -2.6% $195.13 -6.0%
792 LIBERTY GLOBAL LTDC 3,209.0 $35K -107.0 -3.2% $11.04
793 HLX HELIX ENERGY SOLUTIONS GROUP Energy 5,300.0 $33K -5K -50.5% $6.27 +60.1%
794 NMIH NMI HOLDINGS INC Financial Services 800.0 $33K -14K -94.7% $40.79 -7.4%
795 SHAK SHAKE SHACK INC CLASS A Consumer Cyclical 400.0 $32K -1K -77.8% $81.17 -21.8%
796 FSV FIRSTSERVICE CORP Real Estate 208.0 $32K -12.0 -5.5% $155.72 -14.5%
797 TE T1 ENERGY INC Industrials 4,800.0 $32K -10K -68.2% $6.68 +30.2%
798 BEKE KE HOLDINGS INCADR Real Estate 2,024.0 $32K -94.0 -4.4% $15.76 +7.2%
799 REPX RILEY EXPLORATION PERMIAN IN Energy 1,200.0 $32K -6K -82.9% $26.40 +46.9%
800 SNDR SCHNEIDER NATIONAL INCCL B Industrials 1,101.0 $29K -134.0 -10.8% $26.53 +26.6%
Page 40 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%