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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 34 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 QS QUANTUMSCAPE CORP Consumer Cyclical 126,992.0 $960K 0.01% +12K +10.5% $7.56 -23.0%
662 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 31,913.0 $949K 0.01% +202.0 +0.6% $29.75 +16.9%
663 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 25,280.0 $946K 0.01% +706.0 +2.9% $37.42 +126.8%
664 OTTR OTTER TAIL CORP Utilities 10,419.0 $938K 0.01% +60.0 +0.6% $89.98 +1.5%
665 AVNT AVIENT CORPORATION Basic Materials 25,306.0 $935K 0.01% +150.0 +0.6% $36.96 +20.7%
666 AVA AVISTA CORP Utilities 22,775.0 $932K 0.01% +419.0 +1.9% $40.91 -7.7%
667 PLMR PALOMAR HLDGS INC Financial Services 7,364.0 $931K 0.01% +84.0 +1.1% $126.39 +4.2%
668 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 10,779.0 $929K 0.01% +723.0 +7.2% $86.20 -1.9%
669 HIW HIGHWOODS PPTYS INC Real Estate 30,424.0 $918K 0.01% +226.0 +0.8% $30.16 +5.8%
670 SFNC SIMMONS FIRST NATL CORP Financial Services 40,026.0 $907K 0.01% +276.0 +0.7% $22.65 +0.2%
671 SBCF SEACOAST BKG CORP FLA Financial Services 27,030.0 $899K 0.01% +159.0 +0.6% $33.25 +2.3%
672 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 30,002.0 $892K 0.00% +3K +11.4% $29.74 -12.4%
673 AWR AMER STATES WTR CO Utilities 10,784.0 $891K 0.00% +151.0 +1.4% $82.63 +9.2%
674 COCO VITA COCO CO INC Consumer Defensive 13,388.0 $885K 0.00% +92.0 +0.7% $66.14 -3.9%
675 DLB DOLBY LABORATORIES INC Technology 16,800.0 $883K 0.00% +88.0 +0.5% $52.58 +25.8%
676 PSKY PARAMOUNT SKYDANCE CORP Communication Services 89,455.0 $882K 0.00% +1K +1.2% $9.86 +8.2%
677 FUL FULLER H B CO Basic Materials 15,035.0 $876K 0.00% +175.0 +1.2% $58.29 -2.2%
678 IMMUNITYBIO INC 99,290.0 $869K 0.00% +5K +4.9% $8.76
679 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 81,604.0 $863K 0.00% +540.0 +0.7% $10.57 +8.0%
680 IPGP IPG PHOTONICS CORP Technology 7,320.0 $859K 0.00% +377.0 +5.4% $117.32 -38.9%
Page 34 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%