Matthew Worley
@Strs Ohio
Latest period2024 - Q3ReportedManaged Assets$25.992BTotal holdings1959
Assets growth rate2.71%Assets growth rate (2-Q avg)1.78%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Strs Ohio's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1959 positions.
Assets under management
The assets under management (AUM) of Strs Ohio over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 25.992B in assets, with a quarterly growth rate of 2.71% and a 2-quarter average growth rate of 1.78%. The portfolio is managed by Matthew Worley, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp
| 5.72% | $1.485B 3.45M shares@ $430.3 avg price | Decreased -2.56% |
NVDANvidia Corp
| 5.36% | $1.393B 11.468M shares@ $121.45 avg price | Decreased -2.94% |
AAPLApple Inc
| 5.21% | $1.354B 5.811M shares@ $233.0 avg price | Decreased -2.52% |
AMZNAmazon.com Inc
| 3.22% | $835.962M 4.486M shares@ $186.33 avg price | Decreased -0.61% |
METAMeta Platforms Inc-class A
| 2.36% | $612.749M 1.07M shares@ $572.44 avg price | Decreased -1.52% |
GOOGAlphabet Inc-cl C
| 1.56% | $405.285M 2.424M shares@ $167.19 avg price | Decreased -2.39% |
GOOGLAlphabet Inc-cl A
| 1.43% | $369.802M 2.23M shares@ $165.86 avg price | Decreased -5.26% |
LLYEli Lilly & Co
| 1.37% | $354.192M 399,792 shares@ $885.94 avg price | Decreased -5.77% |
MAMastercard Inc - A
| 1.21% | $314.093M 636,074 shares@ $493.8 avg price | Decreased -8.27% |
BRK.BBerkshire Hathaway Inc-cl B
| 1.04% | $268.311M 582,955 shares@ $460.26 avg price | Decreased -1.26% |