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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 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DAMORA THERAPEUTICS INC 9,984.0 $260K 0.00% NEW $26.01
42 BETA BETA TECHNOLOGIES INC Industrials 14,957.0 $251K 0.00% NEW $16.75 +47.7%
43 ODC OIL DRI CORP AMER Basic Materials 2,403.0 $246K 0.00% NEW $102.21 -12.0%
44 APEI AMERICAN PUB ED INC Consumer Defensive 4,565.0 $245K 0.00% NEW $53.70 -15.1%
45 LYTS LSI INDS INC OHIO Technology 9,101.0 $242K 0.00% NEW $26.58 -23.5%
46 BCAX BICARA THERAPEUTICS INC Healthcare 8,129.0 $241K 0.00% NEW $29.69 -19.5%
47 BKSY BLACKSKY TECHNOLOGY INC Technology 8,448.0 $236K 0.00% NEW $27.92 -0.6%
48 STAA STAAR SURGICAL CO Healthcare 8,197.0 $235K 0.00% NEW $28.69 -19.3%
49 AVBP ARRIVENT BIOPHARMA INC Healthcare 6,708.0 $233K 0.00% NEW $34.74 -16.2%
50 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 11,968.0 $233K 0.00% NEW $19.47 -19.1%
51 TRNS TRANSCAT INC Industrials 2,511.0 $233K 0.00% NEW $92.77 -0.3%
52 NUTX NUTEX HEALTH INC Healthcare 1,346.0 $230K 0.00% NEW $170.89 +8.7%
53 CNXN PC CONNECTION INC Technology 3,131.0 $229K 0.00% NEW $72.99 +6.8%
54 EQBK EQUITY BANCSHARES INC Financial Services 4,634.0 $227K 0.00% NEW $48.99 +1.8%
55 CBL CBL & ASSOC PPTYS INC Real Estate 4,274.0 $227K 0.00% NEW $53.09 +4.2%
56 AMAL AMALGAMATED FINANCIAL CORP Financial Services 4,942.0 $227K 0.00% NEW $45.90 +6.2%
57 PTRN PATTERN GROUP INC Technology 8,985.0 $226K 0.00% NEW $25.19 -17.1%
58 SENEA SENECA FOODS CORP NEW Consumer Defensive 1,294.0 $225K 0.00% NEW $173.94 +11.6%
59 SOLV ENERGY INC 6,531.0 $222K 0.00% NEW $34.05
60 MCBS METROCITY BANKSHARES INC Financial Services 6,149.0 $221K 0.00% NEW $35.89 -0.8%
Page 3 of 5  ·  83 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%