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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 24 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AMKR AMKOR TECHNOLOGY INC Technology 34,189.0 $2.9M 0.01% +240.0 +0.7% $86.23 -44.5%
462 AES AES CORP Utilities 196,758.0 $2.9M 0.01% +1K +0.5% $14.66 +0.6%
463 DCI DONALDSON INC Industrials 31,957.0 $2.9M 0.01% +273.0 +0.9% $89.77 +3.0%
464 VSAT VIASAT INC Technology 31,858.0 $2.9M 0.01% +278.0 +0.9% $89.81 -19.5%
465 ZION ZIONS BANCORPORATION NATL AS Financial Services 40,807.0 $2.8M 0.01% +254.0 +0.6% $69.19 -1.9%
466 SWKS SKYWORKS SOLUTIONS INC Technology 41,501.0 $2.8M 0.01% +319.0 +0.8% $67.80 -1.4%
467 CNH INDL N V 249,001.0 $2.8M 0.01% +12K +4.9% $11.23
468 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 39,976.0 $2.8M 0.01% +423.0 +1.1% $69.74 -14.7%
469 OGE OGE ENERGY CORP Utilities 56,945.0 $2.8M 0.01% +313.0 +0.6% $48.66 -5.5%
470 AHR AMERICAN HEALTHCARE REIT INC Real Estate 52,943.0 $2.8M 0.01% +4K +8.6% $52.15 +7.7%
471 GTLS CHART INDS INC Industrials 13,208.0 $2.8M 0.01% +82.0 +0.6% $208.94 +0.5%
472 BXP BXP INC Real Estate 41,582.0 $2.8M 0.01% +238.0 +0.6% $66.31 +5.5%
473 BLD TOPBUILD COR Industrials 7,766.0 $2.8M 0.01% +44.0 +0.6% $354.53 -0.0%
474 JKHY HENRY JACK & ASSOC INC Technology 19,913.0 $2.7M 0.01% +246.0 +1.2% $137.74 +23.8%
475 FIVE FIVE BELOW INC Consumer Cyclical 15,242.0 $2.7M 0.01% +92.0 +0.6% $179.79 +46.1%
476 AXSM AXSOME THERAPEUTICS INC. Healthcare 10,939.0 $2.7M 0.01% +1K +14.0% $244.77 -16.1%
477 U UNITY SOFTWARE INC Technology 93,307.0 $2.7M 0.01% +6K +7.1% $28.58 +61.5%
478 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 125,699.0 $2.7M 0.01% +650.0 +0.5% $21.11 -18.4%
479 APLD APPLIED DIGITAL CORP Technology 70,967.0 $2.6M 0.01% +2K +2.7% $37.30 -27.9%
480 W WAYFAIR INC Consumer Cyclical 28,514.0 $2.6M 0.01% +201.0 +0.7% $92.42 +11.7%
Page 24 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%