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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 18 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CARR CARRIER GLOBAL CORP Industrials 261,115.0 $13.8M 0.05% +74K +39.6% $52.84 +17.7%
342 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 66,316.0 $13.7M 0.05% +20K +43.8% $206.23 +3.4%
343 ALB ALBEMARLE CORP Basic Materials 95,815.0 $13.6M 0.05% +93K +3309.8% $141.44 +20.1%
344 LW LAMB WESTON HOLDINGS INC Consumer Defensive 322,221.0 $13.5M 0.05% $41.89 +2.2%
345 COHR COHERENT CORP Technology 72,321.0 $13.3M 0.05% -232K -76.2% $184.57 +104.8%
346 MSTR STRATEGY INC Technology 87,689.0 $13.3M 0.05% +12K +16.6% $151.95 +8.5%
347 DECK DECKERS OUTDOOR CORP Consumer Cyclical 127,676.0 $13.2M 0.05% -15K -10.6% $103.67 -1.0%
348 HUM HUMANA INC Healthcare 51,392.0 $13.2M 0.05% +17K +47.3% $256.13 +18.6%
349 ABNB AIRBNB INCCLASS A Consumer Cyclical 96,368.0 $13.1M 0.05% -4K -3.9% $135.72 -1.1%
350 BJ BJS WHOLESALE CLUB HOLDINGS Consumer Defensive 144,631.0 $13.0M 0.05% +34K +30.1% $90.03 +4.9%
351 EOG EOG RESOURCES INC Energy 123,841.0 $13.0M 0.05% -5K -3.9% $105.01 +33.3%
352 S SENTINELONE INC CLASS A Technology 862,069.0 $12.9M 0.05% $15.00 +19.8%
353 MKSI MKS INC Technology 80,803.0 $12.9M 0.05% +7K +9.8% $159.80 +96.0%
354 EHC ENCOMPASS HEALTH CORP Healthcare 121,590.0 $12.9M 0.05% -122K -50.0% $106.14 -1.6%
355 EBAY EBAY INC Consumer Cyclical 147,021.0 $12.8M 0.05% +15K +11.4% $87.10 +34.5%
356 PWR QUANTA SERVICES INC Industrials 30,328.0 $12.8M 0.05% +4K +14.3% $422.06 +68.2%
357 NU NU HOLDINGS LTDCAYMAN ISLA Financial Services 764,324.0 $12.8M 0.05% -24K -3.1% $16.74 -21.4%
358 HPE HEWLETT PACKARD ENTERPRISE Technology 532,510.0 $12.8M 0.05% -432K -44.8% $24.02 +41.4%
359 NXT NEXTPOWER INCCL A Technology 144,900.0 $12.6M 0.05% +35K +31.7% $87.11 +38.9%
360 TKO TKO GROUP HOLDINGS INC Communication Services 59,847.0 $12.5M 0.05% $209.00 -7.0%
Page 18 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%