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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 103 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 ASIC ATEGRITY SPECIALTY HOLDINGS Financial Services 1,700.0 $36K +600.0 +54.5% $21.01 -2.2%
2042 RRBI RED RIVER BANCSHARES INC Financial Services 500.0 $36K $71.43 +25.1%
2043 LIBERTY GLOBAL LTDC 3,209.0 $35K -107.0 -3.2% $11.04
2044 SEVN Seven Hills Realty Trust Real Estate 3,900.0 $35K +2K +62.5% $8.90 -6.5%
2045 HURN HURON CONSULTING GROUP INC Industrials 200.0 $35K NEW $172.91 -39.1%
2046 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 623.0 $34K $55.09 +11.4%
2047 FIGR FIGURE TECHNOLOGY SOLUTI Financial Services 832.0 $34K NEW $40.84 -15.8%
2048 BRT BRT Apartments Real Estate 2,300.0 $34K $14.70 -0.7%
2049 NORTHPOINTE BANCSHARES INC 2,000.0 $34K $16.78
2050 AVAH AVEANNA HEALTHCARE HOLDINGS Healthcare 4,100.0 $33K $8.17 -6.1%
2051 HLX HELIX ENERGY SOLUTIONS GROUP Energy 5,300.0 $33K -5K -50.5% $6.27 +60.1%
2052 MAN MANPOWERGROUP INC Industrials 1,103.0 $33K $29.73 -3.2%
2053 DOUG DOUGLAS ELLIMAN INC Real Estate 13,800.0 $33K $2.37 -22.8%
2054 NMIH NMI HOLDINGS INC Financial Services 800.0 $33K -14K -94.7% $40.79 -7.4%
2055 SHAK SHAKE SHACK INC CLASS A Consumer Cyclical 400.0 $32K -1K -77.8% $81.17 -21.8%
2056 FSV FIRSTSERVICE CORP Real Estate 208.0 $32K -12.0 -5.5% $155.72 -14.5%
2057 TE T1 ENERGY INC Industrials 4,800.0 $32K -10K -68.2% $6.68 +30.2%
2058 JMSB JOHN MARSHALL BANCORP INC Financial Services 1,600.0 $32K $19.99 +5.7%
2059 WEN WENDYS COTHE Consumer Cyclical 3,834.0 $32K $8.33 -7.0%
2060 BEKE KE HOLDINGS INCADR Real Estate 2,024.0 $32K -94.0 -4.4% $15.76 +7.2%
Page 103 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%