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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 44 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 4,575.0 $329K 0.00% +859.0 +23.1% $71.86 -0.4%
862 VIR VIR BIOTECHNOLOGY INC Healthcare 32,255.0 $329K 0.00% +7K +29.9% $10.19 -4.0%
863 ENVX ENOVIX CORPORATION Industrials 53,945.0 $327K 0.00% +594.0 +1.1% $6.07 -44.3%
864 ENOV ENOVIS CORPORATION Industrials 15,811.0 $327K 0.00% +90.0 +0.6% $20.70 +25.9%
865 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 8,942.0 $324K 0.00% +260.0 +3.0% $36.20 -25.1%
866 IE IVANHOE ELECTRIC INC Technology 33,664.0 $324K 0.00% +8K +31.5% $9.61 +17.3%
867 OSBC OLD SECOND BANCORP INC DEL Financial Services 13,812.0 $322K 0.00% +69.0 +0.5% $23.32 +8.6%
868 LCID LUCID GROUP INC Consumer Cyclical 47,997.0 $321K 0.00% +10K +26.4% $6.69 -17.6%
869 BLFS BIOLIFE SOLUTIONS INC Healthcare 11,328.0 $320K 0.00% +87.0 +0.8% $28.24 +31.4%
870 PDM PIEDMONT REALTY TRUST INC Real Estate 34,496.0 $316K 0.00% +250.0 +0.7% $9.15 +5.5%
871 UFCS UNITED FIRE GROUP INC Financial Services 6,008.0 $315K 0.00% +52.0 +0.9% $52.44 +1.1%
872 VYX NCR VOYIX CORPORATION Technology 38,357.0 $313K 0.00% +2K +6.0% $8.17 -3.2%
873 ARRY ARRAY TECHNOLOGIES INC Energy 42,229.0 $313K 0.00% +272.0 +0.7% $7.41 -36.7%
874 FMBH FIRST MID BANCSHARES INC Financial Services 6,428.0 $309K 0.00% +495.0 +8.3% $48.09 +4.6%
875 JJSF J & J SNACK FOODS CORP Consumer Defensive 4,197.0 $308K 0.00% +22.0 +0.5% $73.45 +19.3%
876 UPBOUND GROUP INC 14,433.0 $306K 0.00% +121.0 +0.8% $21.22
877 PGEN PRECIGEN INC Healthcare 53,713.0 $306K 0.00% +5K +10.5% $5.70 +26.3%
878 PCT PURECYCLE TECHNOLOGIES INC Industrials 37,401.0 $303K 0.00% +279.0 +0.8% $8.11 -16.2%
879 NEXT NEXTDECADE CORP Energy 40,206.0 $303K 0.00% +8K +24.2% $7.54 -5.6%
880 DEA EASTERLY GOVT PPTYS INC Real Estate 12,150.0 $303K 0.00% +109.0 +0.9% $24.93 -1.3%
Page 44 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%