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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 3 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORP Consumer Defensive 127,794.0 $110.2M 0.41% -4K -3.1% $862.34 +21.8%
42 SCHW SCHWAB CHARLES CORP Financial Services 1,094,742.0 $109.4M 0.41% -48K -4.2% $99.91 -9.8%
43 BAC BANK OF AMERICA CORP Financial Services 1,980,877.0 $108.9M 0.41% -83K -4.0% $55.00 -6.4%
44 CSCO CISCO SYSTEMS INC Technology 1,340,462.0 $103.3M 0.39% -130K -8.8% $77.03 +53.4%
45 CRM SALESFORCE INC Technology 388,576.0 $102.9M 0.38% -9K -2.1% $264.91 -33.4%
46 ANET ARISTA NETWORKS INC Technology 764,874.0 $100.2M 0.37% +105K +15.9% $131.03 +13.4%
47 CAT CATERPILLAR INC Industrials 174,828.0 $100.2M 0.37% +26K +17.2% $572.87 +51.2%
48 PG PROCTER GAMBLE COTHE Consumer Defensive 691,722.0 $99.1M 0.37% -27K -3.7% $143.31 -0.6%
49 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 589,079.0 $94.5M 0.35% +111K +23.2% $160.40 +17.6%
50 EQIX Equinix Inc Real Estate 120,564.0 $92.4M 0.34% -18K -12.8% $766.16 +40.8%
51 VZ VERIZON COMMUNICATIONS INC Communication Services 2,259,087.0 $92.0M 0.34% -39K -1.7% $40.73 +17.4%
52 PEP PEPSICO INC Consumer Defensive 640,063.0 $91.9M 0.34% -13K -1.9% $143.52 +3.7%
53 NEE NEXTERA ENERGY INC Utilities 1,136,759.0 $91.3M 0.34% -13K -1.2% $80.28 +11.7%
54 PLTR PALANTIR TECHNOLOGIES INCA Technology 494,995.0 $88.0M 0.33% -20K -3.9% $177.75 -22.8%
55 LRCX LAM RESEARCH CORP Technology 508,327.0 $87.0M 0.33% -17K -3.2% $171.18 +76.6%
56 SHOP SHOPIFY INC CLASS A Technology 533,299.0 $85.9M 0.32% +117K +28.1% $161.04 -34.8%
57 MCK MCKESSON CORP Healthcare 103,940.0 $85.3M 0.32% -11K -9.7% $820.29 -6.6%
58 BSX BOSTON SCIENTIFIC CORP Healthcare 891,495.0 $85.0M 0.32% +6K +0.6% $95.35 -40.1%
59 AMAT APPLIED MATERIALS INC Technology 321,608.0 $82.7M 0.31% -7K -2.2% $256.99 +66.3%
60 KO COCACOLA COTHE Consumer Defensive 1,181,405.0 $82.6M 0.31% -35K -2.9% $69.91 +16.1%
Page 3 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%