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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 35 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 LIONSGATE STUDIOS CORP 56,050.0 $858K 0.00% +409.0 +0.7% $15.31
682 MADISON SQUARE GARDEN ENTMT 10,592.0 $857K 0.00% +55.0 +0.5% $80.89
683 CUSHMAN AND WAKEFIELD LTD 63,966.0 $857K 0.00% +350.0 +0.6% $13.39
684 LEU CENTRUS ENERGY CORP Energy 5,097.0 $856K 0.00% +291.0 +6.0% $167.87 +15.2%
685 CC CHEMOURS CO Basic Materials 41,413.0 $850K 0.00% +241.0 +0.6% $20.52 -23.1%
686 CENX CENTURY ALUM CO Basic Materials 18,434.0 $848K 0.00% +3K +19.8% $46.01 -3.9%
687 SMR NUSCALE PWR CORP Utilities 82,628.0 $829K 0.00% +36K +77.3% $10.03 -2.2%
688 MGEE MGE ENERGY INC Utilities 10,141.0 $827K 0.00% +103.0 +1.0% $81.54 -3.1%
689 ACHR ARCHER AVIATION INC Industrials 174,624.0 $826K 0.00% +5K +3.1% $4.73 +26.0%
690 ORKA ORUKA THERAPEUTICS INC Healthcare 8,671.0 $825K 0.00% +3K +45.0% $95.17 +7.0%
691 BANC BANC OF CALIFORNIA INC Financial Services 40,310.0 $824K 0.00% +5K +14.4% $20.43 -9.0%
692 STEP STEPSTONE GROUP INC Financial Services 19,903.0 $823K 0.00% +484.0 +2.5% $41.36 +20.3%
693 KRMN KARMAN HLDGS INC Industrials 16,456.0 $821K 0.00% +2K +13.2% $49.92 -1.4%
694 SYM SYMBOTIC INC Industrials 18,217.0 $819K 0.00% +4K +32.4% $44.95 -10.1%
695 IDYA IDEAYA BIOSCIENCES INC Healthcare 21,807.0 $813K 0.00% +141.0 +0.7% $37.27 +14.0%
696 CPK CHESAPEAKE UTILS CORP Utilities 6,619.0 $811K 0.00% +114.0 +1.8% $122.48 +10.2%
697 PFS PROVIDENT FINL SVCS INC Financial Services 34,260.0 $810K 0.00% +175.0 +0.5% $23.64 -0.8%
698 MMS MAXIMUS INC Industrials 15,052.0 $809K 0.00% +86.0 +0.6% $53.76 +8.9%
699 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 30,802.0 $808K 0.00% +521.0 +1.7% $26.22 -5.2%
700 TNGX TANGO THERAPEUTICS INC Healthcare 25,785.0 $806K 0.00% +14K +110.9% $31.26 -20.8%
Page 35 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%