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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 25 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FLS FLOWSERVE CORP Industrials 35,263.0 $2.6M 0.01% +347.0 +1.0% $74.16 +8.5%
482 NWSA NEWS CORP NEW Communication Services 104,991.0 $2.6M 0.01% +3K +3.2% $24.83 +23.9%
483 WULF TERAWULF INC Financial Services 104,761.0 $2.6M 0.01% +18K +21.4% $24.70 -37.3%
484 FROG JFROG LTD Technology 28,416.0 $2.6M 0.01% +793.0 +2.9% $90.88 -0.8%
485 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 51,716.0 $2.6M 0.01% +5K +11.5% $49.86 +6.4%
486 HALO HALOZYME THERAPEUTICS INC Healthcare 32,691.0 $2.6M 0.01% +390.0 +1.2% $78.27 +38.8%
487 HUBS HUBSPOT INC Technology 13,825.0 $2.5M 0.01% +296.0 +2.2% $182.51 +33.8%
488 BROS DUTCH BROS INC Consumer Cyclical 35,124.0 $2.5M 0.01% +238.0 +0.7% $71.81 -27.7%
489 ADC AGREE RLTY CORP Real Estate 33,140.0 $2.5M 0.01% +2K +4.9% $75.74 -1.5%
490 VICR VICOR CORP Technology 6,499.0 $2.5M 0.01% +169.0 +2.7% $379.78 -50.0%
491 GLOBUS MED INC 31,077.0 $2.5M 0.01% +252.0 +0.8% $79.01
492 NNN NNN REIT INC Real Estate 52,497.0 $2.4M 0.01% +354.0 +0.7% $46.53 -0.4%
493 AAON AAON INC Industrials 19,196.0 $2.4M 0.01% +161.0 +0.8% $126.86 -40.0%
494 DAR DARLING INGREDIENTS INC Consumer Defensive 43,798.0 $2.4M 0.01% +340.0 +0.8% $54.62 +14.1%
495 QBTS D-WAVE QUANTUM INC Technology 98,664.0 $2.4M 0.01% +3K +3.5% $23.99 -22.1%
496 COMP COMPASS INC Technology 187,859.0 $2.3M 0.01% +11K +6.4% $12.33 -6.3%
497 SNEX STONEX GROUP INC Financial Services 19,543.0 $2.3M 0.01% +1K +7.0% $118.50 -42.8%
498 IDA IDACORP INC Utilities 15,289.0 $2.3M 0.01% +431.0 +2.9% $151.30 -8.6%
499 PB PROSPERITY BANCSHARES INC Financial Services 31,665.0 $2.3M 0.01% +5K +18.2% $73.03 -0.4%
500 POWL POWELL INDS INC Industrials 8,041.0 $2.3M 0.01% +5K +201.5% $286.36 -34.0%
Page 25 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%