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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 23 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PEN PENUMBRA INC Healthcare 10,308.0 $3.3M 0.02% +87.0 +0.8% $315.75 +2.5%
442 IOT SAMSARA INC Technology 100,349.0 $3.3M 0.02% +6K +6.8% $32.43 +24.4%
443 UAL UNITED AIRLS HLDGS INC Industrials 23,270.0 $3.2M 0.02% +1K +5.8% $135.99 -16.5%
444 CG CARLYLE GROUP INC Financial Services 75,075.0 $3.2M 0.02% +11K +17.5% $42.11 +16.7%
445 LFUS LITTELFUSE INC Technology 6,943.0 $3.2M 0.02% +104.0 +1.5% $455.33 -11.4%
446 CRL CHARLES RIV LABS INTL INC Healthcare 13,615.0 $3.1M 0.02% +86.0 +0.6% $226.79 +31.7%
447 TECH BIO-TECHNE CORP Healthcare 43,170.0 $3.0M 0.01% +371.0 +0.9% $70.65 +2.5%
448 ESI ELEMENT SOLUTIONS INC Basic Materials 63,854.0 $3.0M 0.01% +688.0 +1.1% $47.75 -26.7%
449 VIAV VIAVI SOLUTIONS INC Technology 63,847.0 $3.0M 0.01% +3K +4.1% $47.75 -22.6%
450 HAS HASBRO INC Consumer Cyclical 36,878.0 $3.0M 0.01% +257.0 +0.7% $82.59 +15.5%
451 HII HUNTINGTON INGALLS INDS INC Industrials 10,865.0 $3.0M 0.01% +84.0 +0.8% $279.89 +5.3%
452 BAX BAXTER INTL INC Healthcare 142,449.0 $3.0M 0.01% +1K +0.8% $21.32 +24.2%
453 NYT NEW YORK TIMES CO MTN BE Communication Services 43,351.0 $3.0M 0.01% +1K +2.5% $69.98 -3.6%
454 PODD INSULET CORP Healthcare 19,859.0 $3.0M 0.01% +744.0 +3.9% $152.25 -4.5%
455 AAOI APPLIED OPTOELECTRONICS INC Technology 20,361.0 $3.0M 0.01% +3K +14.3% $148.16 -27.4%
456 BBIO BRIDGEBIO PHARMA INC Healthcare 40,501.0 $3.0M 0.01% +802.0 +2.0% $74.48 +8.8%
457 MXL MAXLINEAR INC Technology 23,469.0 $3.0M 0.01% +670.0 +2.9% $128.03 -51.0%
458 EGP EASTGROUP PPTYS INC Real Estate 14,833.0 $3.0M 0.01% +176.0 +1.2% $202.53 -0.1%
459 FOXA FOX CORP Communication Services 57,541.0 $3.0M 0.01% +924.0 +1.6% $52.16 +32.7%
460 WTFC WINTRUST FINL CORP Financial Services 18,562.0 $3.0M 0.01% +167.0 +0.9% $160.72 -5.4%
Page 23 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%