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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 104 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 REPX RILEY EXPLORATION PERMIAN IN Energy 1,200.0 $32K -6K -82.9% $26.40 +46.9%
2062 LCID LUCID GROUP INC Consumer Cyclical 2,976.0 $31K $10.57 -44.7%
2063 STRS STRATUS PROPERTIES INC Real Estate 1,300.0 $31K $24.18 +21.4%
2064 ACHC ACADIA HEALTHCARE CO INC Healthcare 2,180.0 $31K $14.19 +62.2%
2065 LRMR LARIMAR THERAPEUTICS INC Healthcare 7,900.0 $30K $3.81 -6.3%
2066 WYFI WHITEFIBER INC Technology 1,900.0 $30K NEW $15.80 +53.1%
2067 BLSH BULLISH Technology 792.0 $30K NEW $37.87 -5.0%
2068 REYN REYNOLDS CONSUMER PRODUCTS I Consumer Cyclical 1,306.0 $30K $22.92 -5.1%
2069 CBK COMMERCIAL BANCGROUP Financial Services 1,200.0 $29K NEW $24.56 +18.4%
2070 CLVT CLARIVATE PLC Technology 8,794.0 $29K +464.0 +5.6% $3.34 -27.5%
2071 SNDR SCHNEIDER NATIONAL INCCL B Industrials 1,101.0 $29K -134.0 -10.8% $26.53 +26.6%
2072 SAIL SAILPOINT INC Technology 1,440.0 $29K $20.23 -26.0%
2073 CTGO CONTANGO ORE INC Basic Materials 1,100.0 $29K NEW $26.41 -19.0%
2074 GCI LIBERTY INCCL C 773.0 $29K +238.0 +44.5% $37.21
2075 NXDT NexPoint Diversified Real Estate Trust Financial Services 7,469.0 $29K +273.0 +3.8% $3.83 +30.8%
2076 SEG SEAPORT ENTERTAINMENT GROUP Real Estate 1,400.0 $28K $19.77 +21.1%
2077 BROWNFORMAN CORPCLASS A 1,044.0 $27K $26.31
2078 RMAX REMAX HOLDINGS INCCL A Real Estate 3,600.0 $27K $7.59 +25.7%
2079 PXED PHOENIX EDUCATION PARTNERS I Consumer Defensive 900.0 $27K NEW $30.30 -5.4%
2080 SEB SEABOARD CORP Industrials 6.0 $27K $4444.83 +12.4%
Page 104 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%