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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 26 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CORT CORCEPT THERAPEUTICS INC Healthcare 26,417.0 $2.3M 0.01% +414.0 +1.6% $86.95 +43.6%
502 PL PLANET LABS PBC Industrials 68,998.0 $2.3M 0.01% +705.0 +1.0% $33.13 -33.1%
503 ALKS ALKERMES PLC Healthcare 43,580.0 $2.3M 0.01% +494.0 +1.1% $52.40 -6.7%
504 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 42,994.0 $2.3M 0.01% +286.0 +0.7% $52.85 +3.1%
505 TEX TEREX CORP NEW Industrials 31,373.0 $2.3M 0.01% +210.0 +0.7% $72.39 -7.3%
506 AUR AURORA INNOVATION INC Technology 330,647.0 $2.3M 0.01% +2K +0.5% $6.82 -15.4%
507 FR FIRST INDL RLTY TR INC Real Estate 36,580.0 $2.2M 0.01% +207.0 +0.6% $61.31 +3.8%
508 PLXS PLEXUS CORP Technology 7,391.0 $2.2M 0.01% +40.0 +0.5% $300.67 -17.0%
509 VNOM VIPER ENERGY INC Energy 52,276.0 $2.2M 0.01% +312.0 +0.6% $42.40 +5.4%
510 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 4,114.0 $2.2M 0.01% +60.0 +1.5% $536.95 -3.9%
511 MP MP MATERIALS CORP Basic Materials 39,219.0 $2.2M 0.01% +329.0 +0.8% $56.01 +2.5%
512 CIFR CIPHER DIGITAL INC Financial Services 89,428.0 $2.2M 0.01% +3K +3.5% $24.50 -36.5%
513 CBSH COMMERCE BANCSHARES INC Financial Services 37,489.0 $2.2M 0.01% +928.0 +2.5% $57.75 +4.3%
514 MYRG MYR GROUP INC Industrials 4,288.0 $2.1M 0.01% +24.0 +0.6% $500.40 -38.2%
515 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 16,543.0 $2.1M 0.01% +103.0 +0.6% $128.55 +2.7%
516 EMN EASTMAN CHEM CO Basic Materials 31,553.0 $2.1M 0.01% +212.0 +0.7% $66.98 +8.7%
517 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 41,607.0 $2.1M 0.01% +220.0 +0.5% $50.53 -2.4%
518 JBT MAREL CORPORATION 14,362.0 $2.1M 0.01% +81.0 +0.6% $145.00
519 OKLO OKLO INC Utilities 39,512.0 $2.1M 0.01% +9K +31.3% $52.33 -22.0%
520 KGS KODIAK GAS SVCS INC Energy 26,724.0 $2.0M 0.01% +3K +13.6% $75.13 -19.8%
Page 26 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%