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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 80 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1,900.0 $179K 0.00% -6K -76.0% $93.95 +25.4%
1582 SPSC SPS COMMERCE INC Technology 2,000.0 $178K 0.00% $89.13 -40.5%
1583 CLF CLEVELANDCLIFFS INC Basic Materials 13,423.0 $178K 0.00% +2K +15.4% $13.28 -3.3%
1584 MFA MFA Financial Real Estate 19,100.0 $178K 0.00% $9.31 +3.1%
1585 NNN NNN REIT Inc Real Estate 4,479.0 $178K 0.00% -132K -96.7% $39.63 +13.2%
1586 TDW TIDEWATER INC Energy 3,500.0 $177K 0.00% -3K -48.5% $50.51 +48.6%
1587 EOSE EOS ENERGY ENTERPRISES INC Industrials 15,400.0 $176K 0.00% NEW $11.46 -24.9%
1588 EMN EASTMAN CHEMICAL CO Basic Materials 2,749.0 $175K 0.00% $63.83 +18.9%
1589 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 6,600.0 $175K 0.00% +600.0 +10.0% $26.58 +24.5%
1590 MEI METHODE ELECTRONICS INC Technology 26,300.0 $175K 0.00% +2K +10.0% $6.64 +72.1%
1591 CHWY CHEWY INC CLASS A Consumer Cyclical 5,232.0 $173K 0.00% +139.0 +2.7% $33.05 -35.9%
1592 ALEC ALECTOR INC Healthcare 110,400.0 $172K 0.00% $1.56 +41.7%
1593 TH TARGET HOSPITALITY CORP Industrials 21,500.0 $172K 0.00% $8.01 +128.8%
1594 DINO HF SINCLAIR CORP Energy 3,736.0 $172K 0.00% -83.0 -2.2% $46.08 +47.7%
1595 NFG NATIONAL FUEL GAS CO Energy 2,148.0 $172K 0.00% $80.06 -2.2%
1596 BROS DUTCH BROS INCCLASS A Consumer Cyclical 2,809.0 $172K 0.00% $61.22 -8.7%
1597 VOYA VOYA FINANCIAL INC Financial Services 2,303.0 $172K 0.00% $74.49 +8.7%
1598 TGLS TECNOGLASS INC Basic Materials 3,400.0 $171K 0.00% -3K -50.0% $50.32 -14.4%
1599 UPST UPSTART HOLDINGS INC Financial Services 3,900.0 $171K 0.00% -4K -48.7% $43.73 -29.8%
1600 QRVO QORVO INC Technology 2,010.0 $170K 0.00% -18.0 -0.9% $84.51 +23.0%
Page 80 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%