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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 2 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APP APPLOVIN CORPCLASS A Technology 251,727.0 $169.6M 0.63% -55K -18.0% $673.82 -27.9%
22 NOW SERVICENOW INC Technology 1,059,677.0 $162.3M 0.60% +862K +435.9% $153.19 -34.9%
23 GS GOLDMAN SACHS GROUP INC Financial Services 167,857.0 $147.5M 0.55% -21K -11.1% $879.00 +12.4%
24 WMT WALMART INC Consumer Defensive 1,298,413.0 $144.7M 0.54% -40K -3.0% $111.41 +17.4%
25 MU MICRON TECHNOLOGY INC Technology 506,098.0 $144.4M 0.54% -70K -12.1% $285.41 +167.0%
26 TMO THERMO FISHER SCIENTIFIC INC Healthcare 248,077.0 $143.7M 0.54% -3K -1.4% $579.45 -22.0%
27 HD HOME DEPOT INC Consumer Cyclical 403,628.0 $138.9M 0.52% -9K -2.2% $344.10 -8.8%
28 WFC WELLS FARGO CO Financial Services 1,473,662.0 $137.3M 0.51% -84K -5.4% $93.20 -18.7%
29 WELL Welltower Inc Real Estate 720,324.0 $133.7M 0.50% +24K +3.5% $185.61 +17.8%
30 CVX CHEVRON CORP Energy 857,714.0 $130.7M 0.49% -54K -6.0% $152.41 +25.3%
31 AMD ADVANCED MICRO DEVICES Technology 602,392.0 $129.0M 0.48% -4K -0.6% $214.16 +109.9%
32 GE GENERAL ELECTRIC Industrials 415,412.0 $128.0M 0.48% +14K +3.4% $308.03 -2.0%
33 C CITIGROUP INC Financial Services 1,083,767.0 $126.5M 0.47% -107K -8.9% $116.69 +7.3%
34 PLD Prologis Real Estate 986,311.0 $125.9M 0.47% $127.66 +13.3%
35 MRK MERCK CO INC Healthcare 1,158,977.0 $122.0M 0.46% -18K -1.5% $105.26 +10.1%
36 DIS WALT DISNEY COTHE Communication Services 1,062,381.0 $120.9M 0.45% $113.77 -9.0%
37 ORCL ORACLE CORP Technology 618,262.0 $120.5M 0.45% +52K +9.2% $194.91 -2.6%
38 RTX RTX CORP Industrials 619,483.0 $113.6M 0.42% -64K -9.3% $183.40 -4.7%
39 BA BOEING COTHE Industrials 518,489.0 $112.6M 0.42% -60K -10.4% $217.12 +1.1%
40 GEV GE VERNOVA INC Utilities 169,654.0 $110.9M 0.41% -18K -9.4% $653.57 +59.7%
Page 2 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%