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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 36 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 UE URBAN EDGE PPTYS Real Estate 34,760.0 $795K 0.00% +191.0 +0.6% $22.88 -5.1%
702 AEHR AEHR TEST SYS Technology 8,245.0 $792K 0.00% +253.0 +3.2% $96.06 -0.5%
703 BTU PEABODY ENGR CORP Energy 33,618.0 $777K 0.00% +207.0 +0.6% $23.12 +18.8%
704 FRME FIRST MERCHANTS CORP Financial Services 17,473.0 $763K 0.00% +192.0 +1.1% $43.69 -4.9%
705 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 44,011.0 $762K 0.00% +837.0 +1.9% $17.31 +3.5%
706 WRBY WARBY PARKER INC Healthcare 25,042.0 $760K 0.00% +197.0 +0.8% $30.34 -14.3%
707 IVT INVENTRUST PPTYS CORP Real Estate 21,440.0 $759K 0.00% +113.0 +0.5% $35.40 -7.7%
708 MGNI MAGNITE INC Communication Services 39,834.0 $756K 0.00% +378.0 +1.0% $18.98 +25.9%
709 VISN VISTANCE NETWORKS INC Technology 59,101.0 $755K 0.00% +1K +2.2% $12.78 -13.6%
710 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 44,232.0 $750K 0.00% +443.0 +1.0% $16.95 -17.2%
711 DX DYNEX CAP INC Real Estate 57,103.0 $749K 0.00% +17K +41.6% $13.11 -0.8%
712 RCUS ARCUS BIOSCIENCES INC Healthcare 24,211.0 $746K 0.00% +409.0 +1.7% $30.83 +2.4%
713 FCPT FOUR CORNERS PPTY TR INC Real Estate 30,282.0 $743K 0.00% +1K +3.9% $24.55 +3.3%
714 LUNR INTUITIVE MACHINES INC Industrials 34,081.0 $729K 0.00% +5K +16.2% $21.39 -22.4%
715 TRMK TRUSTMARK CORP Financial Services 15,838.0 $729K 0.00% +192.0 +1.2% $46.01 +0.2%
716 WERN WERNER ENTERPRISES INC Industrials 16,542.0 $721K 0.00% +107.0 +0.7% $43.61 -13.7%
717 NWL NEWELL BRANDS INC Consumer Defensive 117,250.0 $720K 0.00% +2K +1.8% $6.14 -3.4%
718 GRAL GRAIL INC Healthcare 10,470.0 $715K 0.00% +833.0 +8.6% $68.27 +20.9%
719 CUBI CUSTOMERS BANCORP INC Financial Services 8,968.0 $709K 0.00% +45.0 +0.5% $79.10 -1.0%
720 DYN DYNE THERAPEUTICS INC Healthcare 31,912.0 $709K 0.00% +254.0 +0.8% $22.21 +18.6%
Page 36 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%