STRS Ohio
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), STRS Ohio reported 2,195 stock positions worth $26.8 billion. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Microsoft (MSFT, 6.3%) and Apple (AAPL, 4.3%). Compared with Q1 2025, it opened 416 new positions, sold out of 144, added to 946 and reduced 558. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Progressive (PGR, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0000820478
- Portfolio Value
- $26.8B (Q2 2025)
- SEC Filing
- 0000820478-25-000016 ↗ filed Aug 4, 2025
Holdings Value
Holdings 2,195 stocks · $26.8B
| NVDA Nvidia Corp. | 6.44% | 10,926,459 | $1.7B | Add +1.8% |
| MSFT Microsoft Corp. | 6.29% | 3,389,513 | $1.7B | Add +5.8% |
| AAPL Apple Inc. | 4.31% | 5,621,081 | $1.2B | Add +3.1% |
| AMZN Amazon.com Inc. | 3.46% | 4,220,448 | $925.9M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 2.69% | 976,622 | $720.8M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.84% | 1,784,044 | $491.8M | Add +13.8% |
| GOOG Alphabet Inc. Class C | 1.52% | 2,302,288 | $408.4M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 1.25% | 593,738 | $333.6M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 1.23% | 1,869,768 | $329.5M | Reduce -8.9% |
| JPM JPMorgan Chase & Co. | 1.23% | 1,135,803 | $329.3M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 574,522 | $279.1M | Add +5.1% |
| TSLA Tesla Inc. | 1.02% | 856,525 | $272.1M | Add +8.0% |
| LLY Eli Lilly & Co. | 0.99% | 339,504 | $264.7M | Add +5.1% |
| NFLX Netflix Inc. | 0.98% | 195,426 | $261.7M | Add +27.7% |
| NOW ServiceNow Inc. | 0.87% | 225,736 | $232.1M | Reduce -3.2% |
| GBDC Golub Capital BDC Inc. | 0.86% | 15,787,656 | $231.3M | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.79% | 1,968,024 | $212.2M | Add +0.9% |
| V Visa Inc. Class A | 0.70% | 530,257 | $188.3M | Add +6.0% |
| UNH Unitedhealth Group Inc. | 0.60% | 511,066 | $159.4M | Add +7.0% |
| ORCL Oracle Corp. | 0.53% | 655,184 | $143.2M | Reduce -15.6% |
| HD Home Depot Inc. | 0.52% | 382,976 | $140.4M | Add +4.7% |
| WMT Walmart Inc. | 0.51% | 1,399,472 | $136.8M | Reduce -16.9% |
| COST Costco Wholesale Corp. | 0.50% | 135,527 | $134.2M | Add +5.3% |
| JNJ Johnson & Johnson | 0.49% | 856,528 | $130.8M | Add +4.1% |
| APP AppLovin Corp. Class A | 0.47% | 357,924 | $125.3M | Add +10.1% |
| PANW Palo Alto Networks Inc. | 0.45% | 594,185 | $121.6M | Add +10.5% |
| PG The Procter & Gamble Co. | 0.45% | 752,337 | $119.9M | Add +8.6% |
| GS Goldman Sachs Group Inc. | 0.44% | 168,316 | $119.1M | Reduce -13.6% |
| WFC Wells Fargo & Co. | 0.44% | 1,484,734 | $119.0M | Reduce -2.8% |
| WELL Welltower Inc. | 0.44% | 769,418 | $118.3M | Reduce -0.5% |
| BSX Boston Scientific Corp. | 0.44% | 1,099,213 | $118.1M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.43% | 1,666,745 | $115.6M | Reduce -15.9% |
| ABBV Abbvie Inc. | 0.43% | 618,001 | $114.7M | Reduce -18.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 912,294 | $113.1M | Add +4.4% |
| UBER Uber Technologies Inc. | 0.42% | 1,198,785 | $111.8M | Reduce -3.9% |
| MCK McKesson Corp. | 0.42% | 152,016 | $111.4M | Reduce -17.1% |
| CRM Salesforce Inc. | 0.41% | 399,803 | $109.0M | Add +6.8% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 423,381 | $109.0M | Add +21.0% |
| CMG Chipotle Mexican Grill Inc. | 0.40% | 1,885,338 | $105.9M | Add +1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 2,186,681 | $103.5M | Add +8.6% |
| GEV GE Vernova Inc. | 0.38% | 193,472 | $102.4M | Add +13.8% |
| EQIX Equinix Inc. | 0.38% | 126,667 | $100.8M | Reduce -2.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.37% | 375,175 | $99.9M | Reduce -12.4% |
| BA The Boeing Co. | 0.36% | 465,344 | $97.5M | Reduce -19.8% |
| C Citigroup Inc. | 0.35% | 1,115,848 | $95.0M | Reduce -7.2% |
| PLD Prologis Inc. | 0.35% | 885,579 | $93.1M | Add +0.7% |
| RTX RTX Corp. | 0.35% | 636,719 | $93.0M | Reduce -9.6% |
| PM Philip Morris International | 0.34% | 502,142 | $91.5M | Reduce -25.7% |
| KO The Coca-Cola Co. | 0.34% | 1,282,257 | $90.7M | Add +6.7% |
| TDG Transdigm Group Inc. | 0.34% | 59,489 | $90.5M | Add +2.3% |
| TW Tradeweb Markets Inc. Class A | 0.34% | 617,321 | $90.4M | Add +4.4% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 222,657 | $90.3M | Add +12.5% |
| DLR Digital Realty Trust Inc. | 0.33% | 514,395 | $89.7M | Add +1.9% |
| ISRG Intuitive Surgical Inc. | 0.33% | 164,091 | $89.2M | Add +95.1% |
| SCHW Schwab (charles) Corp. | 0.33% | 967,433 | $88.3M | Add +0.0% |
| VZ Verizon Communications Inc. | 0.33% | 2,027,733 | $87.7M | Add +7.3% |
| CVX Chevron Corp. | 0.33% | 609,397 | $87.3M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.31% | 1,057,877 | $83.7M | Add +10.2% |
| ABT Abbott Laboratories | 0.31% | 602,148 | $81.9M | Add +6.3% |
| HON Honeywell International Inc. | 0.31% | 351,093 | $81.8M | Reduce -29.2% |
| MPWR Monolithic Power Systems Inc. | 0.30% | 109,406 | $80.0M | Reduce -4.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 154,899 | $78.9M | Reduce -13.1% |
| ROP Roper Technologies Inc. | 0.29% | 137,343 | $77.9M | Reduce -7.7% |
| ACN Accenture PLC Class A | 0.29% | 256,002 | $76.5M | Add +14.0% |
| PEP Pepsico Inc. | 0.28% | 573,938 | $75.8M | Add +4.9% |
| TSLX Sixth Street Specialty Lendi | 0.28% | 3,176,606 | $75.6M | Reduce -10.8% |
| LIN Linde PLC | 0.28% | 158,598 | $74.4M | Add +4.7% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 538,035 | $73.3M | Add +239.8% |
| AMD Advanced Micro Devices | 0.27% | 515,652 | $73.2M | Add +4.7% |
| ANET Arista Networks Inc. | 0.27% | 713,347 | $73.0M | Reduce -17.9% |
| NEE Nextera Energy Inc. | 0.26% | 1,020,116 | $70.8M | Add +4.4% |
| INTU Intuit Inc. | 0.26% | 88,631 | $69.8M | Add +6.7% |
| CMCSA Comcast Corp. Class A | 0.26% | 1,950,971 | $69.6M | Add +4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 234,102 | $69.0M | Add +9.7% |
| MU Micron Technology Inc. | 0.25% | 547,321 | $67.5M | Reduce -17.5% |
| SPGI S&P Global Inc. | 0.25% | 125,209 | $66.0M | Reduce -26.0% |
| AXP American Express Co. | 0.24% | 204,318 | $65.2M | Add +4.7% |
| T AT&T Inc. | 0.24% | 2,246,804 | $65.0M | Add +4.1% |
| MCD McDonald's Corp. | 0.24% | 219,448 | $64.1M | Add +2.9% |
| CYBR Cyberark Software Ltd./Israel | 0.24% | 155,166 | $63.1M | Add +64.1% |
| CB Chubb Ltd. | 0.23% | 215,765 | $62.5M | Reduce -6.2% |
| EXR Extra Space Storage Inc. | 0.23% | 420,391 | $62.0M | Add +6.3% |
| SPOT Spotify Technology SA | 0.23% | 79,037 | $60.6M | Add +127.3% |
| ADI Analog Devices Inc. | 0.22% | 252,870 | $60.2M | Add +3.6% |
| SPG Simon Property Group Inc. | 0.22% | 372,598 | $59.9M | Add +64.0% |
| ALL Allstate Corp. | 0.22% | 296,180 | $59.6M | Reduce -27.3% |
| GILD Gilead Sciences Inc. | 0.22% | 534,303 | $59.2M | Add +4.3% |
| CVS CVS Health Corp. | 0.22% | 837,532 | $57.8M | Add +1.7% |
| MS Morgan Stanley | 0.21% | 408,263 | $57.5M | Add +5.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 459,459 | $56.7M | Add +13.9% |
| SNOW Snowflake Inc. | 0.21% | 250,180 | $56.0M | Add +258.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.21% | 176,276 | $55.2M | Add +37.5% |
| BKNG Booking Holdings Inc. | 0.20% | 9,439 | $54.6M | Add +6.0% |
| TT Trane Technologies PLC | 0.20% | 124,596 | $54.5M | Add +47.2% |
| LRCX Lam Research Corp. | 0.20% | 559,035 | $54.4M | Reduce -2.9% |
| BABA Alibaba Group Holding-SP ADR | 0.20% | 479,715 | $54.4M | No change |
| CAT Caterpillar Inc. | 0.20% | 137,995 | $53.6M | Add +3.8% |
| VRT Vertiv Holdings Co. Class A | 0.20% | 412,907 | $53.0M | Reduce -17.7% |
| FSLR First Solar Inc. | 0.20% | 317,926 | $52.6M | Add +71.4% |
| AXON Axon Enterprise Inc. | 0.20% | 63,228 | $52.3M | Reduce -26.5% |
Portfolio Sells Q1 2025 → Q2 2025
| PGR Progressive Corp. | Reduce -56.6% | 0.17% | −0.30 |
| GPN Global Payments Inc. | Reduce -93.4% | 0.01% | −0.26 |
| ABBV Abbvie Inc. | Reduce -18.4% | 0.43% | −0.24 |
| FISV Fiserv Inc. | Reduce -46.8% | 0.12% | −0.21 |
| MDT Medtronic PLC | Reduce -38.1% | 0.19% | −0.16 |
| KVUE Kenvue Inc. | Reduce -50.8% | 0.09% | −0.15 |
| ELV Elevance Health Inc. | Reduce -44.8% | 0.12% | −0.15 |
| HON Honeywell International Inc. | Reduce -29.2% | 0.31% | −0.13 |
| ALL Allstate Corp. | Reduce -27.3% | 0.22% | −0.13 |
| KR Kroger Co. | Reduce -46.5% | 0.13% | −0.13 |
| FDX FedEx Corp. | Reduce -36.2% | 0.14% | −0.13 |
| COP Conocophillips | Reduce -30.5% | 0.14% | −0.13 |
| BKR Baker Hughes Co. | Reduce -34.5% | 0.13% | −0.12 |
| SLB SLB Ltd. | Reduce -50.5% | 0.07% | −0.12 |
| SPGI S&P Global Inc. | Reduce -26.0% | 0.25% | −0.11 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.11 |
| CVX Chevron Corp. | Reduce -1.7% | 0.33% | −0.11 |
| TMUS T-Mobile US Inc. | Reduce -28.5% | 0.14% | −0.11 |
| WMT Walmart Inc. | Reduce -16.9% | 0.51% | −0.11 |
| PM Philip Morris International | Reduce -25.7% | 0.34% | −0.11 |
| FRT Federal Realty Invs Trust | Reduce -73.0% | 0.03% | −0.10 |
| MCK McKesson Corp. | Reduce -17.1% | 0.42% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -8.9% | 1.23% | −0.10 |
| DELL Dell Technologies -C | Reduce -77.9% | 0.04% | −0.10 |
| FIS Fidelity National Info Serv | Reduce -45.2% | 0.11% | −0.10 |
| CLH Clean Harbors Inc. | Reduce -73.5% | 0.04% | −0.09 |
| SNPS Synopsys Inc. | Reduce -57.0% | 0.07% | −0.09 |
| DECK Deckers Outdoor Corp. | Reduce -46.4% | 0.06% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -15.9% | 0.43% | −0.08 |
| FMC FMC Corp. | Reduce -99.3% | 0.00% | −0.08 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -7.7% | 0.29% | −0.08 |
| BDX Becton Dickinson and Co. | Reduce -2.0% | 0.15% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -27.0% | 0.16% | −0.08 |
| TGT Target Corp. | Reduce -24.3% | 0.13% | −0.07 |
| EWJ iShares MSCI Japan ETF | Reduce -46.0% | 0.08% | −0.07 |
| AEP American Electric Power | Reduce -17.2% | 0.16% | −0.07 |
| EQIX Equinix Inc. | Reduce -2.0% | 0.38% | −0.07 |
| AVY Avery Dennison Corp. | Reduce -97.9% | 0.00% | −0.07 |
| CB Chubb Ltd. | Reduce -6.2% | 0.23% | −0.06 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.06 |
| WELL Welltower Inc. | Reduce -0.5% | 0.44% | −0.05 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.05 |
| HES Hess Corp. | Reduce -22.4% | 0.08% | −0.05 |
| TSLX Sixth Street Specialty Lendi | Reduce -10.8% | 0.28% | −0.05 |
| BA The Boeing Co. | Reduce -19.8% | 0.36% | −0.05 |
| INVH Invitation Homes Inc. | Reduce -18.5% | 0.11% | −0.05 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -5.9% | 0.10% | −0.05 |
| NUE Nucor Corp. | Reduce -81.5% | 0.01% | −0.05 |
| HAL Halliburton Co. | Reduce -95.5% | 0.00% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +1.8% | 6.44% | +1.57 |
| MSFT Microsoft Corp. | Add +5.8% | 6.29% | +1.26 |
| AVGO Broadcom Inc. | Add +13.8% | 1.84% | +0.74 |
| NFLX Netflix Inc. | Add +27.7% | 0.98% | +0.38 |
| PLTR Palantir Technologies Inc. Class A | Add +239.8% | 0.27% | +0.22 |
| SNOW Snowflake Inc. | Add +258.2% | 0.21% | +0.17 |
| GEV GE Vernova Inc. | Add +13.8% | 0.38% | +0.16 |
| ISRG Intuitive Surgical Inc. | Add +95.1% | 0.33% | +0.16 |
| TSLA Tesla Inc. | Add +8.0% | 1.02% | +0.15 |
| SPOT Spotify Technology SA | Add +127.3% | 0.23% | +0.15 |
| ROK Rockwell Automation Inc. | New | 0.12% | +0.12 |
| GE General Electric | Add +21.0% | 0.41% | +0.11 |
| MSTR Strategy Inc. | Add +2345.9% | 0.12% | +0.11 |
| APP AppLovin Corp. Class A | Add +10.1% | 0.47% | +0.11 |
| DG Dollar General Corp. | New | 0.11% | +0.11 |
| COIN Coinbase Global Inc. Class A | Add +56.3% | 0.16% | +0.10 |
| WAB Wabtec Corp. | Add +179.4% | 0.16% | +0.10 |
| CYBR Cyberark Software Ltd./Israel | Add +64.1% | 0.24% | +0.10 |
| MRVL Marvell Technology Inc. | Add +118.8% | 0.17% | +0.10 |
| FSLR First Solar Inc. | Add +71.4% | 0.20% | +0.10 |
| RCL Royal Caribbean Cruises Ltd. | Add +37.5% | 0.21% | +0.10 |
| COHR Coherent Corp. | Add +258.1% | 0.12% | +0.10 |
| CFG Citizens Financial Group | Add +1247.5% | 0.10% | +0.09 |
| AU Anglogold Ashanti PLC | New | 0.09% | +0.09 |
| TT Trane Technologies PLC | Add +47.2% | 0.20% | +0.08 |
| VST Vistra Corp. | Add +71.2% | 0.13% | +0.08 |
| PSX Phillips 66 | Add +199.9% | 0.12% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +10.5% | 0.45% | +0.07 |
| BAM Brookfield Asset Mgmt-A | New | 0.07% | +0.07 |
| CHTR Charter Communications Inc. Class A | Add +404.3% | 0.09% | +0.07 |
| SN Sharkninja Inc. | Add +1439.4% | 0.07% | +0.07 |
| SPG Simon Property Group Inc. | Add +64.0% | 0.22% | +0.07 |
| AMD Advanced Micro Devices | Add +4.7% | 0.27% | +0.06 |
| DIS The Walt Disney Co. | Add +4.4% | 0.42% | +0.06 |
| GLOB Globant SA | Add +2022.2% | 0.07% | +0.06 |
| COF Capital One Financial Corp. | Add +48.8% | 0.16% | +0.06 |
| HIG Hartford Insurance Group Inc. | Add +182.9% | 0.10% | +0.06 |
| LPLA LPL Financial Holdings Inc. | Add +966.6% | 0.06% | +0.06 |
| OKTA Okta Inc. | New | 0.05% | +0.05 |
| LHX L3HARRIS Technologies Inc. | Add +34.2% | 0.17% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | Add +2.6% | 0.10% | +0.05 |
| INTU Intuit Inc. | Add +6.7% | 0.26% | +0.05 |
| AFL Aflac Inc. | Add +509.1% | 0.06% | +0.05 |
| TYL Tyler Technologies Inc. | Add +579.5% | 0.05% | +0.05 |
| MMM 3M Co. | Add +46.6% | 0.17% | +0.04 |
| CCI Crown Castle Inc. | Add +83.4% | 0.12% | +0.04 |
| MCHP Microchip Technology Inc. | Add +170.1% | 0.06% | +0.04 |
| MELI MercadoLibre Inc. | New | 0.04% | +0.04 |
| WING Wingstop Inc. | Add +43.3% | 0.09% | +0.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,154 | $26.7B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 2,117 | $25.2B | NVDA, AAPL, MSFT, AMZN, GOOG |
| Q4 2025 | 2,169 | $26.8B | NVDA, MSFT, AAPL, AMZN, GOOG |
| Q3 2025 | 2,185 | $27.3B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 2,195 | $26.8B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 1,922 | $23.9B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,878 | $25.2B | NVDA, MSFT, AAPL, AMZN, META |
| Q3 2024 | 1,959 | $26.0B | MSFT, NVDA, AAPL, AMZN, META |
| Q2 2024 | 1,947 | $25.3B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2024 | 1,912 | $25.1B | MSFT, NVDA, AAPL, AMZN, META |