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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 7 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COF CAPITAL ONE FINANCIAL CORP Financial Services 182,644.0 $44.3M 0.17% -6K -3.0% $242.36 -23.0%
122 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,122.0 $43.5M 0.16% -1K -11.4% $5355.33 -97.0%
123 BXP BXP Inc Real Estate 644,166.0 $43.5M 0.16% -7K -1.1% $67.48 -10.9%
124 LOW LOWES COS INC Consumer Cyclical 179,007.0 $43.2M 0.16% -5K -2.8% $241.16 -9.9%
125 EWC iShares MSCI Canada ETF 789,600.0 $42.6M 0.16% $53.93 +8.6%
126 PHM PULTEGROUP INC Consumer Cyclical 358,953.0 $42.1M 0.16% +41K +13.0% $117.26 -0.9%
127 TFC TRUIST FINANCIAL CORP Financial Services 852,329.0 $41.9M 0.16% -12K -1.4% $49.21 -2.5%
128 ARE Alexandria Real Estate Equity Real Estate 851,544.0 $41.7M 0.15% +164K +23.8% $48.94 -2.2%
129 BKR BAKER HUGHES CO Energy 903,756.0 $41.2M 0.15% $45.54 +44.5%
130 EMR EMERSON ELECTRIC CO Industrials 305,621.0 $40.6M 0.15% +29K +10.4% $132.72 +1.6%
131 HCA HCA HEALTHCARE INC Healthcare 86,727.0 $40.5M 0.15% -4K -3.9% $466.86 -15.9%
132 STT STATE STREET CORP Financial Services 307,675.0 $39.7M 0.15% -16K -5.0% $129.01 +19.4%
133 ANGLOGOLD ASHANTI PLC 465,241.0 $39.7M 0.15% -25K -5.0% $85.28
134 UNP UNION PACIFIC CORP Industrials 171,325.0 $39.6M 0.15% +30K +21.5% $231.32 +14.9%
135 HWM HOWMET AEROSPACE INC Industrials 192,206.0 $39.4M 0.15% +69K +55.6% $205.02 +26.8%
136 BRX Brixmor Property Group Real Estate 1,480,492.0 $38.8M 0.14% +92K +6.6% $26.22 +17.7%
137 PGR PROGRESSIVE CORP Financial Services 169,795.0 $38.7M 0.14% $227.72 -11.0%
138 TT TRANE TECHNOLOGIES PLC Industrials 99,218.0 $38.6M 0.14% -16K -14.1% $389.20 +16.1%
139 ACN ACCENTURE PLCCL A Technology 141,857.0 $38.1M 0.14% -44K -23.6% $268.30 -33.7%
140 APTIV PLC 499,203.0 $38.0M 0.14% -60K -10.7% $76.09
Page 7 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%