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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 39 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 STC STEWART INFORMATION SVCS COR Financial Services 8,417.0 $556K 0.00% +198.0 +2.4% $66.02 +5.4%
762 RDW REDWIRE CORPORATION Industrials 45,282.0 $554K 0.00% +18K +66.2% $12.23 -7.8%
763 EOSE EOS ENERGY ENTERPRISES INC Industrials 93,679.0 $551K 0.00% +5K +5.2% $5.88 -43.5%
764 MBC MASTERBRAND INC Consumer Cyclical 53,108.0 $546K 0.00% +18K +52.6% $10.29 -14.4%
765 PRLB PROTO LABS INC Industrials 6,560.0 $535K 0.00% +57.0 +0.9% $81.51 -4.0%
766 ALMS ALUMIS INC Healthcare 18,688.0 $526K 0.00% +937.0 +5.3% $28.14 -15.2%
767 LTC LTC PPTYS INC Real Estate 13,661.0 $525K 0.00% +580.0 +4.4% $38.45 +5.7%
768 GTY GETTY RLTY CORP NEW Real Estate 15,680.0 $523K 0.00% +604.0 +4.0% $33.36 -0.7%
769 NEO NEOGENOMICS INC Healthcare 35,819.0 $523K 0.00% +280.0 +0.8% $14.59 +17.6%
770 LIBERTY GLOBAL LTD 45,771.0 $520K 0.00% +251.0 +0.6% $11.37
771 LFST LIFESTANCE HEALTH GROUP INC Healthcare 48,399.0 $518K 0.00% +317.0 +0.7% $10.71 +13.2%
772 NNI NELNET INC Financial Services 3,851.0 $513K 0.00% +26.0 +0.7% $133.33 -4.0%
773 NEOG NEOGEN CORP Healthcare 57,059.0 $513K 0.00% +297.0 +0.5% $8.99 +31.3%
774 DHC DIVERSIFIED HEALTHCARE TR Real Estate 55,117.0 $513K 0.00% +9K +18.4% $9.30 -14.2%
775 VERA VERA THERAPEUTICS INC Healthcare 11,813.0 $507K 0.00% +1K +12.3% $42.91 -14.5%
776 NBHC NATIONAL BK HLDGS CORP Financial Services 11,407.0 $507K 0.00% +1K +9.8% $44.43 -6.7%
777 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 23,120.0 $505K 0.00% +642.0 +2.9% $21.86 -7.6%
778 NOG NORTHERN OIL & GAS INC Energy 27,728.0 $503K 0.00% +2K +8.8% $18.15 +43.6%
779 DISC MEDICINE INC 6,844.0 $501K 0.00% +160.0 +2.4% $73.14
780 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 75,106.0 $496K 0.00% +435.0 +0.6% $6.60 -4.5%
Page 39 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%