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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 46 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 RVLV REVOLVE GROUP INC Consumer Cyclical 11,383.0 $261K 0.00% +278.0 +2.5% $22.89 +3.8%
902 CSR CENTERSPACE Real Estate 4,632.0 $260K 0.00% +40.0 +0.9% $56.19 -4.0%
903 MBWM MERCANTILE BK CORP Financial Services 4,528.0 $260K 0.00% +287.0 +6.8% $57.42 +3.8%
904 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 44,539.0 $258K 0.00% +1K +3.2% $5.80 -7.9%
905 INDI INDIE SEMICONDUCTOR INC Technology 57,158.0 $257K 0.00% +2K +2.7% $4.49 -7.6%
906 MUX MCEWEN INC. Basic Materials 13,944.0 $253K 0.00% +336.0 +2.5% $18.13 +14.6%
907 EE EXCELERATE ENERGY INC Utilities 6,638.0 $252K 0.00% +43.0 +0.7% $37.99 +3.6%
908 CDRE CADRE HLDGS INC Industrials 8,842.0 $252K 0.00% +452.0 +5.4% $28.51 +19.7%
909 PSNL PERSONALIS INC Healthcare 18,766.0 $251K 0.00% +4K +28.2% $13.40 +37.2%
910 ESQ ESQUIRE FINL HLDGS INC Financial Services 2,085.0 $248K 0.00% +86.0 +4.3% $119.11 -3.2%
911 UAMY UNITED STATES ANTIMONY CORP Basic Materials 33,558.0 $244K 0.00% +1K +3.3% $7.26 -24.4%
912 NNE NANO NUCLEAR ENERGY INC Industrials 11,497.0 $243K 0.00% +483.0 +4.4% $21.14 -10.8%
913 NBR NABORS INDUSTRIES LTD Energy 2,834.0 $238K 0.00% +30.0 +1.1% $84.01 +10.0%
914 TRUP TRUPANION INC Financial Services 9,587.0 $237K 0.00% +688.0 +7.7% $24.77 +25.6%
915 VERX VERTEX INC Technology 20,394.0 $234K 0.00% +205.0 +1.0% $11.48 +17.3%
916 FMNB FARMERS NATIONAL BANC CORP Financial Services 15,924.0 $232K 0.00% +618.0 +4.0% $14.60 +7.5%
917 AESI ATLAS ENERGY SOLUTIONS INC Energy 13,786.0 $229K 0.00% +178.0 +1.3% $16.61 -24.3%
918 GOLD GOLD COM INC Financial Services 5,435.0 $226K 0.00% +359.0 +7.1% $41.61 +11.1%
919 ADAMM ADAMAS TRUST INC. 23,716.0 $222K 0.00% +151.0 +0.6% $9.38
920 GNK GENCO SHIPPING & TRADING LTD Industrials 8,965.0 $222K 0.00% +53.0 +0.6% $24.78 +7.0%
Page 46 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%