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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 30 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SHC SOTERA HEALTH CO Healthcare 76,716.0 $1.4M 0.01% +18K +31.1% $17.75 +9.9%
582 SBRA SABRA HEALTH CARE REIT INC Real Estate 69,574.0 $1.4M 0.01% +1K +1.6% $19.51 +6.7%
583 VIRT VIRTU FINL INC Financial Services 22,701.0 $1.4M 0.01% +535.0 +2.4% $59.57 +9.5%
584 XENE XENON PHARMACEUTICALS INC Healthcare 22,382.0 $1.4M 0.01% +513.0 +2.4% $60.36 +0.1%
585 OGS ONE GAS INC Utilities 17,318.0 $1.3M 0.01% +834.0 +5.1% $77.07 +4.3%
586 HRB BLOCK H & R INC Consumer Cyclical 34,977.0 $1.3M 0.01% +239.0 +0.7% $38.08 +39.7%
587 NE NOBLE CORP PLC Energy 35,142.0 $1.3M 0.01% +237.0 +0.7% $37.30 +22.9%
588 COGT COGENT BIOSCIENCES INC Healthcare 33,870.0 $1.3M 0.01% +11K +47.1% $38.70 -4.9%
589 KNF KNIFE RIVER CORP Basic Materials 15,660.0 $1.3M 0.01% +93.0 +0.6% $83.65 -21.3%
590 PCOR PROCORE TECHNOLOGIES INC Technology 32,098.0 $1.3M 0.01% +1K +3.8% $40.62 +49.2%
591 YOU CLEAR SECURE INC Technology 23,206.0 $1.3M 0.01% +444.0 +1.9% $55.73 -20.5%
592 VCYT VERACYTE INC Healthcare 21,925.0 $1.3M 0.01% +212.0 +1.0% $58.73 -25.0%
593 WEX WEX INC Technology 9,087.0 $1.3M 0.01% +135.0 +1.5% $141.09 +41.5%
594 CECO CECO ENVIRONMENTAL CORP Industrials 14,084.0 $1.3M 0.01% +6K +69.3% $90.74 -22.6%
595 MGY MAGNOLIA OIL & GAS CORP Energy 49,947.0 $1.3M 0.01% +2K +3.3% $25.58 +3.4%
596 ALHC ALIGNMENT HEALTHCARE INC Healthcare 53,553.0 $1.3M 0.01% +7K +15.8% $23.81 -42.9%
597 SR SPIRE INC Utilities 16,306.0 $1.3M 0.01% +90.0 +0.6% $78.09 +6.6%
598 LGN LEGENCE CORP Industrials 14,847.0 $1.3M 0.01% +4K +34.1% $85.23 -32.8%
599 VECO VEECO INSTRS INC DEL Technology 16,664.0 $1.3M 0.01% +102.0 +0.6% $75.80 -37.2%
600 TCBI TEXAS CAP BANCSHARES INC Financial Services 12,200.0 $1.3M 0.01% +212.0 +1.8% $103.26 -4.5%
Page 30 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%