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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 45 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 PAGAYA TECHNOLOGIES LTD 16,217.0 $296K 0.00% +2K +15.3% $18.25
882 MCB METROPOLITAN BK HLDG CORP Financial Services 2,992.0 $295K 0.00% +584.0 +24.2% $98.76 -6.9%
883 PWP PERELLA WEINBERG PARTNERS Financial Services 18,495.0 $295K 0.00% +183.0 +1.0% $15.96 +4.1%
884 ANAB ANAPTYSBIO INC Healthcare 4,363.0 $295K 0.00% +518.0 +13.5% $67.50 -14.5%
885 INVX INNOVEX INTERNATIONAL INC Energy 11,824.0 $293K 0.00% +1K +13.5% $24.80 +18.2%
886 AZTA AZENTA INC Healthcare 11,439.0 $292K 0.00% +70.0 +0.6% $25.52 +46.6%
887 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 31,047.0 $292K 0.00% +2K +6.8% $9.39 +0.6%
888 MSEX MIDDLESEX WTR CO Utilities 5,127.0 $288K 0.00% +91.0 +1.8% $56.16 +3.7%
889 MBIN MERCHANTS BANCORP IND Financial Services 5,707.0 $285K 0.00% +35.0 +0.6% $50.00 +9.4%
890 TNDM TANDEM DIABETES CARE INC Healthcare 18,902.0 $285K 0.00% +279.0 +1.5% $15.09 +47.9%
891 FSUN FIRSTSUN CAP BANCORP Financial Services 7,300.0 $283K 0.00% +41.0 +0.6% $38.78 +3.1%
892 ADTRAN HOLDINGS INC 20,040.0 $279K 0.00% +235.0 +1.2% $13.90
893 SKYW SKYWEST INC Industrials 2,772.0 $275K 0.00% +18.0 +0.7% $99.33 +1.8%
894 DIVERSIFIED ENERGY CO 19,483.0 $270K 0.00% +1K +6.9% $13.86
895 TSHA TAYSHA GENE THERAPIES INC Healthcare 39,633.0 $270K 0.00% +2K +5.3% $6.81 -10.6%
896 TMC TMC THE METALS COMPANY INC Basic Materials 59,765.0 $265K 0.00% +3K +5.2% $4.43 +8.1%
897 CNXC CONCENTRIX CORP Technology 11,783.0 $264K 0.00% +2K +14.8% $22.41 +13.4%
898 BFST BUSINESS FIRST BANCSHARES IN Financial Services 8,570.0 $263K 0.00% +439.0 +5.4% $30.73 +1.4%
899 CRY ARTIVION INC 11,709.0 $263K 0.00% +684.0 +6.2% $22.47 -22.4%
900 UTL UNITIL CORP Utilities 4,963.0 $262K 0.00% +42.0 +0.8% $52.69 +0.9%
Page 45 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%