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Portfolio (Quarterly) Guide ↗

STRS OHIO

· CIK 0000820478
13F Portfolio $26.7B AUM 2,154 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 313 New 925 Added 818 Reduced 328 Exited
Page 103 of 108  ·  2,154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 MITT TPG Mortgage Investment Trust Inc Real Estate 5,400.0 $43K $7.92 -15.3%
2042 FHTX FOGHORN THERAPEUTICS INC Healthcare 8,600.0 $42K $4.88 +44.9%
2043 LLYVA LIBERTY LIVE HOLDINGSA 413.0 $42K -59.0 -12.5% $101.26
2044 SMMT SUMMIT THERAPEUTICS INC Healthcare 2,848.0 $41K +50.0 +1.8% $14.57 -9.7%
2045 RBBN RIBBON COMMUNICATIONS INC Communication Services 17,600.0 $41K $2.34 -13.2%
2046 NXDT NexPoint Diversified Real Estate Trust Financial Services 7,897.0 $41K +428.0 +5.7% $5.19 +6.9%
2047 PSN PARSONS CORP Industrials 780.0 $41K -484.0 -38.3% $52.39 -6.4%
2048 PPIH PERMAPIPE INTERNATIONAL HOL Industrials 1,500.0 $41K NEW $27.23 +1.4%
2049 MH MCGRAW HILL INC Consumer Defensive 4,300.0 $41K $9.47 +40.4%
2050 LIBERTY GLOBAL LTDA 3,557.0 $40K -451.0 -11.2% $11.37
2051 TDW TIDEWATER INC Energy 600.0 $40K -3K -82.9% $66.63 +43.0%
2052 MPTI MTRON INDUSTRIES INC Technology 400.0 $40K NEW $99.15 -18.3%
2053 FRMI FERMI INC Utilities 4,328.0 $40K +3K +404.4% $9.16 -35.4%
2054 ELMT ELMET GROUP Industrials 2,000.0 $39K NEW $19.74 +0.7%
2055 CMTV COMMUNITY BANCORP INCVT Financial Services 1,000.0 $39K NEW $39.10 +5.4%
2056 RVLV REVOLVE GROUP INC Consumer Cyclical 1,700.0 $39K NEW $22.89 +3.8%
2057 LIFETIME BRANDS INC 4,500.0 $38K NEW $8.53
2058 CMTG Claros Mortgage Trust Real Estate 16,300.0 $38K $2.35 -23.8%
2059 STEL STELLAR BANCORP INC Financial Services 968.0 $38K -21K -95.7% $39.32 -0.0%
2060 VLGEA VILLAGE SUPER MARKETCLASS A Consumer Defensive 900.0 $38K -12K -93.0% $42.18 +4.6%
Page 103 of 108  ·  2,154 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 35.6%
Financial Services 13.6%
Healthcare 9.8%
Industrials 9.7%
Consumer Cyclical 9.3%
Communication Services 7.0%
Consumer Defensive 4.1%
Real Estate 3.5%
Utilities 3.2%
Energy 2.2%