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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 48 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 21,006.0 $180K 0.00% +7K +46.4% $8.57 +53.6%
942 AVO MISSION PRODUCE INC Consumer Defensive 15,236.0 $180K 0.00% +3K +20.8% $11.79 +12.7%
943 ASAN ASANA INC Technology 24,615.0 $172K 0.00% +815.0 +3.4% $7.00 +36.9%
944 GERN GERON CORP Healthcare 132,559.0 $170K 0.00% +1K +0.8% $1.28 +18.7%
945 CTMX CYTOMX THERAPEUTICS INC. Healthcare 44,737.0 $168K 0.00% +360.0 +0.8% $3.75 -12.5%
946 JANX JANUX THERAPEUTICS INC Healthcare 10,910.0 $168K 0.00% +172.0 +1.6% $15.36 +13.2%
947 SANA SANA BIOTECHNOLOGY INC Healthcare 47,864.0 $167K 0.00% +307.0 +0.7% $3.49 +12.0%
948 NRGV ENERGY VAULT HOLDINGS INC Utilities 33,637.0 $158K 0.00% +9K +37.6% $4.71 -19.3%
949 SVRA SAVARA INC Healthcare 25,445.0 $157K 0.00% +6K +34.0% $6.16 -9.3%
950 NIQ GLOBAL INTELLIGENCE PLC 16,693.0 $156K 0.00% +488.0 +3.0% $9.35
951 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 13,589.0 $147K 0.00% +732.0 +5.7% $10.85 -18.2%
952 JBLU JETBLUE AIRWAYS CORP Industrials 25,663.0 $147K 0.00% +688.0 +2.8% $5.73 -14.7%
953 NXDR NEXTDOOR HOLDINGS INC Communication Services 64,602.0 $147K 0.00% +4K +6.9% $2.27 +5.3%
954 FIP FTAI INFRASTRUCTURE INC Industrials 30,975.0 $144K 0.00% +629.0 +2.1% $4.64 -17.7%
955 EXPI AGNT INC Real Estate 26,368.0 $143K 0.00% +191.0 +0.7% $5.41 -12.6%
956 HGTY HAGERTY INC Financial Services 11,155.0 $133K 0.00% +94.0 +0.8% $11.92 +9.7%
957 RUM RUM GROUP INC Technology 20,836.0 $132K 0.00% +130.0 +0.6% $6.34 +42.7%
958 SLDP SOLID POWER INC Industrials 49,561.0 $128K 0.00% +5K +10.6% $2.59 -8.5%
959 CRSR CORSAIR GAMING INC Technology 13,244.0 $128K 0.00% +71.0 +0.5% $9.67 +13.0%
960 RPC RIDGEPOST CAP INC Financial Services 16,192.0 $127K 0.00% +110.0 +0.7% $7.87 +11.3%
Page 48 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%