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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 86 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 BLBD BLUE BIRD CORP Consumer Cyclical 2,900.0 $136K 0.00% $47.00 +47.3%
1702 ARW ARROW ELECTRONICS INC Technology 1,236.0 $136K 0.00% $110.18 +102.4%
1703 TEM TEMPUS AI INC Healthcare 2,301.0 $136K 0.00% +333.0 +16.9% $59.05 -21.0%
1704 NOV NOV INC Energy 8,688.0 $136K 0.00% -246.0 -2.8% $15.63 +35.1%
1705 KMX CARMAX INC Consumer Cyclical 3,512.0 $136K 0.00% -71.0 -2.0% $38.64 +5.2%
1706 VSCO VICTORIAS SECRET CO Consumer Cyclical 2,500.0 $135K 0.00% NEW $54.17 +3.2%
1707 DAR DARLING INGREDIENTS INC Consumer Defensive 3,746.0 $135K 0.00% $36.00 +64.9%
1708 ESI ELEMENT SOLUTIONS INC Basic Materials 5,394.0 $135K 0.00% $24.99 +72.8%
1709 BIO BIORAD LABORATORIESA Healthcare 443.0 $134K 0.00% -4.0 -0.9% $302.99 -2.0%
1710 TDUP THREDUP INC CLASS A Consumer Cyclical 21,000.0 $134K 0.00% $6.39 -31.8%
1711 WH WYNDHAM HOTELS RESORTS INC Consumer Cyclical 1,773.0 $134K -16.0 -0.9% $75.56 +4.7%
1712 UUUU ENERGY FUELS INC Energy 9,200.0 $134K +5K +119.0% $14.54 +26.5%
1713 AMER SPORTS INC 3,573.0 $133K $37.35
1714 TIGO MILLICOM INTL CELLULAR SA Communication Services 2,389.0 $132K -67.0 -2.7% $55.44 +49.7%
1715 MOMO HELLO GROUP INC SPN ADR Communication Services 20,212.0 $132K -938.0 -4.4% $6.55 -9.2%
1716 CTKB CYTEK BIOSCIENCES INC Healthcare 26,200.0 $132K $5.05 -21.4%
1717 LBRDK LIBERTY BROADBANDC Communication Services 2,721.0 $132K +44.0 +1.6% $48.60 -30.7%
1718 HRB HR BLOCK INC Consumer Cyclical 3,034.0 $132K -137.0 -4.3% $43.58 -10.9%
1719 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1,059.0 $132K $124.56 -8.6%
1720 WFRD WEATHERFORD INTERNATIONAL PL Energy 1,685.0 $132K -17.0 -1.0% $78.26 +39.0%
Page 86 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%