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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 16 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FBP FIRST BANCORP CORPORATION Financial Services 42,967.0 $1.1M 0.01% -435.0 -1.0% $26.07 +8.3%
302 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 12,396.0 $1.1M 0.01% -202.0 -1.6% $90.01 +24.8%
303 MHO M/I HOMES INC Consumer Cyclical 6,932.0 $1.1M 0.01% -250.0 -3.5% $160.79 -5.4%
304 SLGN SILGAN HLDGS INC Consumer Cyclical 24,003.0 $1.1M 0.01% -679.0 -2.8% $46.39 -8.4%
305 MKTX MARKETAXESS HLDGS INC Financial Services 9,809.0 $1.1M 0.01% -401.0 -3.9% $113.49 +43.1%
306 MAT MATTEL INC Consumer Cyclical 80,174.0 $1.1M 0.01% -5K -6.1% $13.88 +6.8%
307 VAL VALARIS LTD Energy 15,282.0 $1.1M 0.01% -2K -13.2% $72.60 +18.2%
308 WSFS WSFS FINL CORP Financial Services 14,407.0 $1.1M 0.01% -612.0 -4.1% $76.73 +3.6%
309 ACI ALBERTSONS COMPANIES INC Consumer Defensive 81,537.0 $1.1M 0.01% -18K -18.4% $13.53 -6.8%
310 KRC KILROY REALTY CORP Real Estate 29,429.0 $1.1M 0.01% -1K -4.7% $37.47 -1.6%
311 FEDERATED HERMES INC 19,878.0 $1.1M 0.01% -358.0 -1.8% $55.22
312 CATY CATHAY GEN BANCORP Financial Services 17,552.0 $1.1M 0.01% -202.0 -1.1% $61.99 +0.5%
313 EXLS EXLSERVICE HLDGS INC Technology 42,072.0 $1.1M 0.01% -2K -3.5% $25.86 +45.6%
314 URBN URBAN OUTFITTERS INC Consumer Cyclical 15,353.0 $1.1M 0.01% -658.0 -4.1% $70.86 +7.3%
315 LAZ LAZARD INC Financial Services 25,912.0 $1.1M 0.01% -163.0 -0.6% $41.94 +5.1%
316 MWA MUELLER WTR PRODS INC Industrials 42,073.0 $1.1M 0.01% -875.0 -2.0% $25.83 -2.6%
317 IRT INDEPENDENCE RLTY TR INC Real Estate 65,022.0 $1.1M 0.01% -695.0 -1.1% $16.69 +1.1%
318 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 15,207.0 $1.1M 0.01% -328.0 -2.1% $70.88 +4.5%
319 CSTM CONSTELLIUM SE Basic Materials 33,811.0 $1.1M 0.01% -282.0 -0.8% $31.87 -16.4%
320 BRC BRADY CORP Industrials 11,754.0 $1.1M 0.01% -245.0 -2.0% $91.57 +3.1%
Page 16 of 37  ·  735 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%