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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 12 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GD GENERAL DYNAMICS CORP Industrials 72,564.0 $24.4M 0.09% +13K +21.8% $336.66 +0.6%
222 FOXA FOX CORP CLASS A Communication Services 332,444.0 $24.3M 0.09% +23K +7.6% $73.07 -12.1%
223 SBUX STARBUCKS CORP Consumer Cyclical 286,746.0 $24.1M 0.09% -10K -3.5% $84.21 +26.5%
224 CTAS CINTAS CORP Industrials 127,879.0 $24.1M 0.09% +8K +6.5% $188.07 -8.4%
225 NI NISOURCE INC Utilities 574,429.0 $24.0M 0.09% $41.76 +14.2%
226 HEI HEICO CORP Industrials 74,017.0 $24.0M 0.09% -22K -22.9% $323.59 -6.9%
227 CASY CASEYS GENERAL STORES INC Consumer Cyclical 42,686.0 $23.6M 0.09% $552.71 +49.2%
228 KNX KNIGHTSWIFT TRANSPORTATION Industrials 448,471.0 $23.4M 0.09% +89K +24.7% $52.28 +34.4%
229 JLL JONES LANG LASALLE INC Real Estate 69,130.0 $23.3M 0.09% $336.47 -12.9%
230 AON AON PLCCLASS A Financial Services 65,582.0 $23.1M 0.09% -4K -5.6% $352.88 -8.1%
231 KR KROGER CO Consumer Defensive 366,726.0 $22.9M 0.09% +32K +9.6% $62.48 +7.3%
232 XYL XYLEM INC Industrials 167,929.0 $22.9M 0.09% -30K -15.1% $136.18 -20.5%
233 SN SHARKNINJA INC Consumer Cyclical 201,795.0 $22.6M 0.08% +39K +23.8% $111.90 -8.9%
234 SRE SEMPRA Utilities 254,923.0 $22.5M 0.08% -6K -2.3% $88.29 +3.6%
235 AXON AXON ENTERPRISE INC Industrials 39,287.0 $22.3M 0.08% +5K +12.9% $567.93 -31.4%
236 EWJ iShares MSCI Japan ETF 276,103.0 $22.3M 0.08% $80.74 +13.2%
237 NOC NORTHROP GRUMMAN CORP Industrials 38,829.0 $22.1M 0.08% +7K +21.5% $570.21 -3.3%
238 CRH PLC 177,189.0 $22.1M 0.08% +17K +10.8% $124.80
239 DHI DR HORTON INC Consumer Cyclical 152,400.0 $22.0M 0.08% +34K +28.8% $144.03 +0.1%
240 MDLZ MONDELEZ INTERNATIONAL INCA Consumer Defensive 407,312.0 $21.9M 0.08% -12K -2.8% $53.83 +14.2%
Page 12 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%