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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 24 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 13,057.0 $617K 0.00% -149.0 -1.1% $47.27 +10.0%
462 ANDE ANDERSONS INC Consumer Defensive 8,927.0 $611K 0.00% -368.0 -4.0% $68.40 -3.9%
463 RLAY RELAY THERAPEUTICS INC Healthcare 32,553.0 $609K 0.00% -772.0 -2.3% $18.71 +5.6%
464 MZTI MARZETTI COMPANY Consumer Defensive 5,297.0 $605K 0.00% -366.0 -6.5% $114.16 +1.4%
465 WTTR SELECT WATER SOLUTIONS INC Utilities 30,258.0 $605K 0.00% -698.0 -2.2% $19.98 -3.9%
466 CALX CALIX INC Technology 16,045.0 $599K 0.00% -1K -7.2% $37.32 +6.6%
467 DXPE DXP ENTERPRISES INC Industrials 3,534.0 $596K 0.00% -126.0 -3.4% $168.74 +10.7%
468 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 32,058.0 $595K 0.00% -699.0 -2.1% $18.57 -26.3%
469 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 112,442.0 $589K 0.00% -4K -3.5% $5.24 -21.6%
470 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 13,664.0 $584K 0.00% -1K -8.6% $42.77 -48.5%
471 SPSC SPS COMM INC Technology 10,200.0 $583K 0.00% -157.0 -1.5% $57.17 +42.3%
472 AIN ALBANY INTL CORP Consumer Cyclical 7,824.0 $583K 0.00% -60.0 -0.8% $74.50 -21.7%
473 NWBI NORTHWEST BANCSHARES INC Financial Services 38,308.0 $581K 0.00% -2K -4.5% $15.16 +1.4%
474 MD PEDIATRIX MEDICAL GROUP INC Healthcare 22,922.0 $581K 0.00% -691.0 -2.9% $25.33 +5.0%
475 WT WISDOMTREE INC Financial Services 34,192.0 $579K 0.00% -615.0 -1.8% $16.94 +40.7%
476 PGNY PROGYNY INC Healthcare 19,992.0 $576K 0.00% -3K -11.1% $28.83 -11.7%
477 SYBT STOCK YDS BANCORP INC Financial Services 7,532.0 $576K 0.00% -158.0 -2.0% $76.47 +7.0%
478 OFG OFG BANCORP Financial Services 11,721.0 $575K 0.00% -359.0 -3.0% $49.07 +6.7%
479 FCF FIRST COMWLTH FINL CORP PA Financial Services 28,202.0 $573K 0.00% -301.0 -1.1% $20.33 +3.1%
480 ASTRANA HEALTH INC 12,298.0 $571K 0.00% -71.0 -0.6% $46.41
Page 24 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%