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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 66 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 JKHY JACK HENRY ASSOCIATES INC Technology 1,739.0 $317K 0.00% $182.48 -25.8%
1302 RPM RPM INTERNATIONAL INC Basic Materials 3,045.0 $317K 0.00% $104.00 +3.0%
1303 HSTM HEALTHSTREAM INC Healthcare 13,700.0 $316K 0.00% $23.07 +7.9%
1304 MTH MERITAGE HOMES CORP Consumer Cyclical 4,800.0 $316K 0.00% -1K -20.0% $65.80 -0.0%
1305 MAS MASCO CORP Industrials 4,976.0 $316K 0.00% -69.0 -1.4% $63.46 +11.8%
1306 WMK WEIS MARKETS INC Consumer Defensive 4,900.0 $314K 0.00% $64.09 +15.2%
1307 RYAM RAYONIER ADVANCED MATERIALS Basic Materials 53,300.0 $314K 0.00% -16K -23.2% $5.89 +57.5%
1308 UNM UNUM GROUP Financial Services 4,049.0 $314K 0.00% $77.50 +6.7%
1309 DPZ DOMINOS PIZZA INC Consumer Cyclical 751.0 $313K 0.00% -9.0 -1.2% $416.82 -25.3%
1310 CZWI CITIZENS COMMUNITY BANCORP I Financial Services 17,500.0 $312K 0.00% $17.82 +16.6%
1311 TOL TOLL BROTHERS INC Consumer Cyclical 2,297.0 $311K 0.00% -39.0 -1.7% $135.22 +2.2%
1312 AX AXOS FINANCIAL INC Financial Services 3,600.0 $310K 0.00% -500.0 -12.2% $86.16 +0.9%
1313 LECO LINCOLN ELECTRIC HOLDINGS Industrials 1,284.0 $308K 0.00% -13.0 -1.0% $239.64 +7.8%
1314 BOW BOWHEAD SPECIALTY HOLDINGS I Financial Services 10,700.0 $305K 0.00% -11K -50.5% $28.54 -6.5%
1315 BELFB BEL FUSE INCCL B Technology 1,800.0 $305K 0.00% $169.63 +61.9%
1316 RNR RENAISSANCERE HOLDINGS LTD Financial Services 1,085.0 $305K 0.00% -20.0 -1.8% $281.16 +2.1%
1317 DT DYNATRACE INC Technology 7,033.0 $305K 0.00% $43.34 -6.4%
1318 KYMR KYMERA THERAPEUTICS INC Healthcare 3,900.0 $303K 0.00% NEW $77.81 +4.2%
1319 BFST BUSINESS FIRST BANCSHARES Financial Services 11,600.0 $303K 0.00% $26.14 +8.1%
1320 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 1,300.0 $302K 0.00% -500.0 -27.8% $232.53 -16.1%
Page 66 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%