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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KFRC KFORCE INC Industrials 4,652.0 $218K 0.00% NEW $46.92 +24.4%
62 ALGT ALLEGIANT TRAVEL CO Industrials 1,855.0 $218K 0.00% NEW $117.60 -30.4%
63 RBCAA REPUBLIC BANCORP INC KY Financial Services 2,409.0 $218K 0.00% NEW $90.43 +4.3%
64 DJCO DAILY JOURNAL CORP Technology 361.0 $217K 0.00% NEW $601.19 -0.2%
65 SMP STANDARD MTR PRODS INC Consumer Cyclical 5,500.0 $214K 0.00% NEW $38.97 -0.9%
66 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 4,737.0 $210K 0.00% NEW $44.42 +10.7%
67 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 2,445.0 $210K 0.00% NEW $85.99 -14.3%
68 ORRF ORRSTOWN FINL SVCS INC Financial Services 5,143.0 $210K 0.00% NEW $40.83 +2.9%
69 MGTX MEIRAGTX HLDGS PLC Healthcare 15,324.0 $207K 0.00% NEW $13.51 +6.1%
70 BZH BEAZER HOMES USA INC Consumer Cyclical 7,328.0 $206K 0.00% NEW $28.05 +18.1%
71 EQPT EQUIPMENTSHARE COM INC Industrials 10,402.0 $205K 0.00% NEW $19.66 -5.8%
72 FSBC FIVE STAR BANCORP Financial Services 4,129.0 $201K 0.00% NEW $48.69 -7.3%
73 HZO MARINEMAX INC Consumer Cyclical 5,470.0 $200K 0.00% NEW $36.62 +42.5%
74 CGEM CULLINAN THERAPEUTICS INC Healthcare 10,438.0 $190K 0.00% NEW $18.21 +19.1%
75 VIA VIA TRANSN INC Technology 10,143.0 $184K 0.00% NEW $18.14 +48.8%
76 INFQ INFLEQTION INC Technology 13,738.0 $183K 0.00% NEW $13.32 +6.0%
77 OMER OMEROS CORP Healthcare 18,873.0 $179K 0.00% NEW $9.51 +102.6%
78 LXU LSB INDS INC Basic Materials 15,364.0 $166K 0.00% NEW $10.81 +2.9%
79 KODK EASTMAN KODAK CO Industrials 17,487.0 $162K 0.00% NEW $9.25 +6.4%
80 SATL SATELLOGIC INC Technology 22,846.0 $131K 0.00% NEW $5.72 +0.0%
Page 4 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%