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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 10 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PSA Public Storage Real Estate 110,455.0 $28.7M 0.11% +6K +5.5% $259.50 +16.7%
182 CEG CONSTELLATION ENERGY Utilities 80,977.0 $28.6M 0.11% -7K -7.8% $353.27 -19.1%
183 ULTA ULTA BEAUTY INC Consumer Cyclical 47,282.0 $28.6M 0.11% -5K -10.1% $605.01 -18.5%
184 LMT LOCKHEED MARTIN CORP Industrials 59,041.0 $28.6M 0.11% +10K +19.9% $483.67 +8.1%
185 UAL UNITED AIRLINES HOLDINGS INC Industrials 251,597.0 $28.1M 0.10% +34K +15.5% $111.82 -12.3%
186 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 340,864.0 $28.0M 0.10% -67K -16.4% $82.02 -21.6%
187 WAB WABTEC CORP Industrials 130,662.0 $27.9M 0.10% -60K -31.6% $213.45 +21.4%
188 ROST ROSS STORES INC Consumer Cyclical 154,633.0 $27.9M 0.10% $180.14 +18.1%
189 EXC EXELON CORP Utilities 637,613.0 $27.8M 0.10% $43.59 +4.0%
190 PNC PNC FINANCIAL SERVICES GROUP Financial Services 132,040.0 $27.6M 0.10% -4K -2.7% $208.73 +3.9%
191 DD DUPONT DE NEMOURS INC Basic Materials 677,627.0 $27.2M 0.10% -58K -7.9% $40.20 +17.3%
192 HUBS HUBSPOT INC Technology 67,718.0 $27.2M 0.10% +15K +28.2% $401.30 -50.6%
193 ELV ELEVANCE HEALTH INC Healthcare 77,407.0 $27.1M 0.10% -3K -3.6% $350.55 +11.2%
194 TSN TYSON FOODS INCCL A Consumer Defensive 456,702.0 $26.8M 0.10% -172K -27.4% $58.62 +13.5%
195 VST VISTRA CORP Utilities 165,904.0 $26.8M 0.10% +8K +5.1% $161.33 -10.7%
196 ACGL ARCH CAPITAL GROUP LTD Financial Services 278,544.0 $26.7M 0.10% $95.92 +0.2%
197 BLUE OWL CAPITAL CORP 2,139,603.0 $26.6M 0.10% +62K +3.0% $12.43
198 AMT American Tower Corp Real Estate 149,999.0 $26.3M 0.10% -4K -2.8% $175.57 +4.7%
199 HIG HARTFORD INSURANCE GROUP INC Financial Services 190,729.0 $26.3M 0.10% -39K -17.0% $137.80 -1.3%
200 SHW SHERWINWILLIAMS COTHE Basic Materials 81,037.0 $26.3M 0.10% -20K -19.9% $324.03 -5.0%
Page 10 of 109  ·  2,169 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%