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§ 13F · FUND PROFILE

STRS OHIO.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $26784.9T (13F)Positions · 2195Turnover · 82% · Q4Filed · Feb 2, 2026
BIG MOVE · Q4
Technology cut 1pp. Semiconductors lifted 1pp.
CONCENTRATION
32%
Top 10 holdings
NEW BUYS
+109
+$58.4T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → SEMICONDUCTORS
-1pp · +1pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 2, 2026
#TickerNameShares$ value% portΔ Q4
1NVDANVIDIA CORP9.47M$1765.9T6.6%−4%
2MSFTMICROSOFT CORP2.96M$1432.3T5.3%−6%
3AAPLAPPLE INC5.24M$1425.4T5.3%−4%
4AMZNAMAZONCOM INC3.86M$891.3T3.3%−4%
5GOOGALPHABET INCCL C2.22M$697.8T2.6%−8%
6AVGOBROADCOM INC1.86M$644.4T2.4%+1%
7GOOGLALPHABET INCCL A1.82M$570.1T2.1%+1%
8METAMETA PLATFORMS INCCLASS A818K$539.8T2.0%−9%
9JPMJPMORGAN CHASE CO1.16M$374.4T1.4%−6%
10TSLATESLA INC799K$359.5T1.3%−4%
§ 02 · SECTOR ALLOCATION

Where the money is

Other46.3% (±0)
Technology16.6% (1pp)
Semiconductors12.5% (±0)
Media8.7% (±0)
Retail7.0% (±0)
Financial Services6.9% (±0)
§ 03 · THE STRS SIGNAL

AC read

STRS OHIO is a Other fund managing $26784878.5 trillion in assets. The fund runs a massive portfolio of 2,195 positions, broad diversification across holdings, with the top 10 accounting for 32%. Trading activity is aggressive at 82% quarterly turnover, with 109 new positions and 0 exits last quarter. Top sector allocations: Other (46%), Technology (17%), Semiconductors (13%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q4 2025
Busy quarter
+109 buys · 0 exits · 1663 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed