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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 27 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 STAG STAG INDUSTRIAL INC Real Estate 52,750.0 $2.0M 0.01% +1K +2.8% $38.06 -2.7%
522 AVT AVNET INC Technology 22,588.0 $2.0M 0.01% +249.0 +1.1% $88.82 -2.9%
523 SLAB SILICON LABORATORIES INC Technology 9,097.0 $2.0M 0.01% +74.0 +0.8% $218.56 -0.1%
524 PCVX VAXCYTE INC Healthcare 33,755.0 $2.0M 0.01% +1K +4.3% $58.13 +7.0%
525 ST SENSATA TECHNOLOGIES HLDG PL Technology 40,230.0 $1.9M 0.01% +226.0 +0.6% $47.74 -12.1%
526 TRNO TERRENO RLTY CORP Real Estate 29,319.0 $1.9M 0.01% +915.0 +3.2% $64.77 +6.8%
527 HIMS HIMS & HERS HEALTH INC Healthcare 54,525.0 $1.9M 0.01% +320.0 +0.6% $34.67 -9.9%
528 OSCR OSCAR HEALTH INC Healthcare 65,103.0 $1.9M 0.01% +10K +18.1% $28.52 +11.5%
529 MOS MOSAIC CO Basic Materials 87,609.0 $1.9M 0.01% +489.0 +0.6% $21.19 +12.7%
530 GBCI GLACIER BANCORP INC NEW Financial Services 35,901.0 $1.9M 0.01% +210.0 +0.6% $51.58 -9.3%
531 ORA ORMAT TECHNOLOGIES INC Utilities 16,790.0 $1.8M 0.01% +930.0 +5.9% $108.90 -2.4%
532 STANDARDAERO INC 60,870.0 $1.8M 0.01% +7K +12.4% $29.91
533 VSH VISHAY INTERTECHNOLOGY INC Technology 33,362.0 $1.8M 0.01% +3K +9.2% $53.78 -41.4%
534 MAC MACERICH CO Real Estate 70,823.0 $1.8M 0.01% +507.0 +0.7% $25.19 -2.8%
535 CORZ CORE SCIENTIFIC INC NEW Technology 69,666.0 $1.8M 0.01% +2K +2.2% $25.59 -30.6%
536 RGTI RIGETTI COMPUTING INC Technology 91,650.0 $1.8M 0.01% +1K +1.1% $19.32 -12.8%
537 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 29,826.0 $1.8M 0.01% +224.0 +0.8% $59.36 -7.2%
538 BRKR BRUKER CORP Healthcare 29,402.0 $1.8M 0.01% +188.0 +0.6% $60.18 -4.5%
539 ERIE ERIE INDTY CO Financial Services 7,284.0 $1.7M 0.01% +381.0 +5.5% $239.75 +12.1%
540 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,313.0 $1.7M 0.01% +22.0 +0.5% $401.84 +0.2%
Page 27 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%