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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 22 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 8,277.0 $721K 0.00% -290.0 -3.4% $87.10 -13.7%
422 GPOR GULFPORT ENERGY CORP Energy 4,234.0 $719K 0.00% -94.0 -2.2% $169.70 +3.4%
423 CTRI CENTURI HOLDINGS INC Utilities 23,646.0 $715K 0.00% -1K -4.1% $30.24 -31.2%
424 ABM ABM INDS INC Industrials 16,151.0 $715K 0.00% -394.0 -2.4% $44.24 +5.9%
425 HUBG HUB GROUP INC Industrials 16,298.0 $714K 0.00% -341.0 -2.0% $43.79 -8.2%
426 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 41,391.0 $712K 0.00% -3K -6.5% $17.20 -1.9%
427 PENN PENN ENTERTAINMENT INC Consumer Cyclical 33,140.0 $708K 0.00% -5K -13.0% $21.36 -14.5%
428 CALY CALLAWAY GOLF CO Consumer Cyclical 37,659.0 $708K 0.00% -222.0 -0.6% $18.79 -16.0%
429 KD KYNDRYL HLDGS INC Technology 62,208.0 $704K 0.00% -574.0 -0.9% $11.31 +12.7%
430 IMVT IMMUNOVANT INC Healthcare 18,252.0 $703K 0.00% -4K -17.6% $38.53 +12.4%
431 ATEN A10 NETWORKS INC Technology 18,801.0 $702K 0.00% -900.0 -4.6% $37.36 -32.5%
432 SUPN SUPERNUS PHARMACEUTICALS Healthcare 15,094.0 $702K 0.00% -655.0 -4.2% $46.51 -3.0%
433 PEGA PEGASYSTEMS INC Technology 23,322.0 $699K 0.00% -2K -9.0% $29.97 +14.4%
434 TBBK BANCORP INC DEL Financial Services 11,060.0 $693K 0.00% -401.0 -3.5% $62.64 +6.6%
435 FSLY FASTLY INC Technology 37,698.0 $692K 0.00% -1K -3.3% $18.36 +24.9%
436 PRVA PRIVIA HEALTH GROUP INC Healthcare 26,864.0 $691K 0.00% -164.0 -0.6% $25.73 -18.3%
437 NBTB NBT BANCORP INC Financial Services 13,992.0 $691K 0.00% -378.0 -2.6% $49.37 +5.3%
438 DCO DUCOMMUN INC DEL Industrials 3,722.0 $689K 0.00% -183.0 -4.7% $185.21 -0.7%
439 CXT CRANE NXT CO Industrials 13,473.0 $689K 0.00% -733.0 -5.2% $51.16 -2.7%
440 DOCS DOXIMITY INC Healthcare 33,234.0 $689K 0.00% -753.0 -2.2% $20.74 +22.0%
Page 22 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%