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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $19.9B AUM 2,071 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 974 Added 735 Reduced 63 Exited
Page 20 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PINNACLE FINL PARTNERS INC 43,319.0 $4.4M 0.02% +2K +5.5% $100.88
382 HEI HEICO CORP NEW Industrials 12,254.0 $4.4M 0.02% +266.0 +2.2% $356.19 -1.0%
383 TLN TALEN ENERGY CORP Utilities 11,273.0 $4.3M 0.02% +606.0 +5.7% $384.26 -20.5%
384 SOMNIGROUP INTERNATIONAL INC 55,137.0 $4.3M 0.02% +363.0 +0.7% $78.40
385 BBY BEST BUY INC Consumer Cyclical 56,957.0 $4.3M 0.02% +3K +5.3% $75.88 +15.3%
386 CSL CARLISLE COS INC Industrials 11,720.0 $4.3M 0.02% +366.0 +3.2% $362.75 -0.1%
387 IREN IREN LIMITED Financial Services 92,887.0 $4.2M 0.02% +4K +4.1% $45.73 -12.9%
388 J JACOBS SOLUTIONS INC Industrials 33,673.0 $4.2M 0.02% +2K +4.9% $126.00 +20.3%
389 SUI SUN CMNTYS INC Real Estate 35,331.0 $4.2M 0.02% +2K +5.1% $119.91 +2.9%
390 ZS ZSCALER INC Technology 29,965.0 $4.2M 0.02% +2K +6.4% $141.15 +24.7%
391 DY DYCOM INDS INC Industrials 8,283.0 $4.2M 0.02% +44.0 +0.5% $505.59 -24.7%
392 WSO WATSCO INC Industrials 10,019.0 $4.2M 0.02% +529.0 +5.6% $416.73 -25.4%
393 RRX REGAL REXNORD CORPORATION Industrials 17,449.0 $4.2M 0.02% +125.0 +0.7% $238.19 -31.7%
394 SMTC SEMTECH CORP Technology 25,648.0 $4.2M 0.02% +230.0 +0.9% $161.85 -25.3%
395 DOC HEALTHPEAK PROPERTIES INC Real Estate 191,842.0 $4.1M 0.02% +3K +1.6% $21.40 +1.1%
396 EVEREST GROUP LTD 11,474.0 $4.1M 0.02% +63.0 +0.6% $357.23
397 RPM RPM INTL INC Basic Materials 36,592.0 $4.1M 0.02% +2K +5.1% $111.15 -4.3%
398 DECK DECKERS OUTDOOR CORP Consumer Cyclical 40,699.0 $4.0M 0.02% +1K +2.8% $99.29 -7.3%
399 SWK STANLEY BLACK & DECKER INC Industrials 42,848.0 $4.0M 0.02% +310.0 +0.7% $94.12 +4.7%
400 COOPER COS INC 55,942.0 $4.0M 0.02% +3K +5.0% $71.71
Page 20 of 49  ·  974 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 37.8%
Financial Services 11.0%
Healthcare 9.8%
Consumer Cyclical 9.8%
Industrials 9.6%
Communication Services 7.0%
Consumer Defensive 4.6%
Energy 3.3%
Utilities 2.7%
Real Estate 2.4%