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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 92 of 109  ·  2,169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 UHT Universal Health Rlty Income Real Estate 2,500.0 $98K $39.21 +8.3%
1822 AHRT Armada Hoffler Properties Financial Services 14,800.0 $98K $6.62 +4.5%
1823 ENPH ENPHASE ENERGY INC Energy 3,049.0 $98K $32.05 +112.3%
1824 STANDARDAERO INC 3,393.0 $97K $28.68
1825 IDR IDAHO STRATEGIC RESOURCES IN Basic Materials 2,400.0 $97K +2K +500.0% $40.30 -8.3%
1826 TLS TELOS CORPORATION Technology 18,900.0 $96K +5K +33.1% $5.10 -7.8%
1827 VRRM VERRA MOBILITY CORP Technology 4,300.0 $96K -3K -44.2% $22.41 -40.3%
1828 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 1,300.0 $96K +900.0 +225.0% $74.03 +20.2%
1829 DVA DAVITA INC Healthcare 841.0 $96K -57.0 -6.3% $113.61 +71.4%
1830 AGO ASSURED GUARANTY LTD Financial Services 1,063.0 $96K -26K -96.1% $89.87 -15.2%
1831 MDU MDU RESOURCES GROUP INC Industrials 4,857.0 $95K $19.52 +14.0%
1832 PKE PARK AEROSPACE CORP Industrials 4,400.0 $94K +700.0 +18.9% $21.34 +68.2%
1833 HELE HELEN OF TROY LTD Consumer Defensive 4,400.0 $94K NEW $21.25 +24.0%
1834 AVT AVNET INC Technology 1,935.0 $93K -57.0 -2.9% $48.08 +83.0%
1835 DLB DOLBY LABORATORIES INCCL A Technology 1,448.0 $93K $64.22 -13.4%
1836 WHR WHIRLPOOL CORP Consumer Cyclical 1,285.0 $93K $72.14 -41.7%
1837 BROWNFORMAN CORPCLASS B 3,538.0 $92K $26.06
1838 NEU NEWMARKET CORP Basic Materials 134.0 $92K -7.0 -5.0% $687.26 +9.4%
1839 VKTX VIKING THERAPEUTICS INC Healthcare 2,610.0 $92K $35.18 -13.2%
1840 ZETA ZETA GLOBAL HOLDINGS CORPA Technology 4,500.0 $92K -5K -53.6% $20.35 -3.8%
Page 92 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%