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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 40 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SRPT SAREPTA THERAPEUTICS INC Healthcare 27,521.0 $495K 0.00% +178.0 +0.7% $17.97 +5.3%
782 TRVI TREVI THERAPEUTICS INC Healthcare 26,434.0 $493K 0.00% +3K +12.9% $18.65 -3.8%
783 BRZE BRAZE INC Technology 22,695.0 $492K 0.00% +223.0 +1.0% $21.69 +42.0%
784 HUN HUNTSMAN CORP Basic Materials 45,605.0 $484K 0.00% +265.0 +0.6% $10.62 -10.3%
785 BBAI BIGBEAR AI HLDGS INC Technology 131,358.0 $482K 0.00% +11K +9.3% $3.67 -15.8%
786 IIPR INNOVATIVE INDL PPTYS INC Real Estate 7,764.0 $481K 0.00% +70.0 +0.9% $61.98 -7.0%
787 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 13,167.0 $479K 0.00% +1K +11.1% $36.41 +7.0%
788 TFIN TRIUMPH FINANCIAL INC Financial Services 6,237.0 $476K 0.00% +32.0 +0.5% $76.31 -3.7%
789 RXRX RECURSION PHARMACEUTICALS IN Healthcare 129,619.0 $476K 0.00% +8K +6.5% $3.67 -3.0%
790 AMPX AMPRIUS TECHNOLOGIES INC Industrials 34,027.0 $472K 0.00% +2K +5.4% $13.86 -26.6%
791 ALG ALAMO GROUP INC Industrials 2,854.0 $469K 0.00% +26.0 +0.9% $164.49 -1.5%
792 AMC ENTMT HLDGS INC 246,581.0 $469K 0.00% +104K +73.5% $1.90
793 FLNC FLUENCE ENERGY INC Utilities 23,375.0 $465K 0.00% +5K +29.9% $19.88 -43.5%
794 SILA SILA REALTY TRUST INC Real Estate 15,244.0 $463K 0.00% +103.0 +0.7% $30.36 -0.0%
795 CBZ CBIZ INC Industrials 14,369.0 $461K 0.00% +891.0 +6.6% $32.08 +70.7%
796 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 46,293.0 $458K 0.00% +316.0 +0.7% $9.90 -30.4%
797 EFC ELLINGTON FINANCIAL INC Real Estate 33,534.0 $456K 0.00% +3K +9.7% $13.61 -0.2%
798 TE T1 ENERGY INC Industrials 48,122.0 $456K 0.00% +2K +4.0% $9.48 -50.9%
799 FLY FIREFLY AEROSPACE INC Industrials 15,462.0 $455K 0.00% +7K +76.8% $29.40 -24.3%
800 OCFC OCEANFIRST FINL CORP Financial Services 22,498.0 $439K 0.00% +7K +42.7% $19.53 -3.4%
Page 40 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%