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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 26 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EPAC ENERPAC TOOL GROUP CORP Industrials 14,222.0 $510K 0.00% -275.0 -1.9% $35.86 +3.6%
502 ADMA ADMA BIOLOGICS INC Healthcare 60,900.0 $510K 0.00% -4K -6.8% $8.37 +14.1%
503 BIOHAVEN LTD 34,242.0 $510K 0.00% -2K -4.5% $14.88
504 PAYO PAYONEER GLOBAL INC Technology 71,350.0 $508K 0.00% -7K -8.9% $7.12 -0.1%
505 OMCL OMNICELL COM Healthcare 12,235.0 $508K 0.00% -92.0 -0.8% $41.52 -16.5%
506 FLYW FLYWIRE CORPORATION Technology 28,811.0 $506K 0.00% -917.0 -3.1% $17.57 +10.5%
507 WD WALKER & DUNLOP INC Financial Services 9,231.0 $505K 0.00% -127.0 -1.4% $54.70 -27.8%
508 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 12,152.0 $504K 0.00% -259.0 -2.1% $41.51 -30.3%
509 ADUS ADDUS HOMECARE CORP Healthcare 5,016.0 $504K 0.00% -60.0 -1.2% $100.47 +20.3%
510 KEX KIRBY CORP Industrials 3,699.0 $503K 0.00% -23.0 -0.6% $135.97 +2.0%
511 PLAB PHOTRONICS INC Technology 15,457.0 $503K 0.00% -766.0 -4.7% $32.53 -9.2%
512 PRG PROG HOLDINGS INC Industrials 10,777.0 $502K 0.00% -94.0 -0.9% $46.61 -16.2%
513 CCS CENTURY COMMUNITIES INC Consumer Cyclical 7,008.0 $502K 0.00% -250.0 -3.4% $71.66 -3.1%
514 AUPH AURINIA PHARMACEUTICALS INC Healthcare 29,353.0 $498K 0.00% -1K -4.6% $16.97 -2.4%
515 STBA S & T BANCORP INC Financial Services 10,111.0 $496K 0.00% -387.0 -3.7% $49.08 +2.4%
516 ZD ZIFF DAVIS INC Communication Services 9,396.0 $492K 0.00% -1K -13.4% $52.37 +6.4%
517 IMAX IMAX CORP Communication Services 12,291.0 $490K 0.00% -269.0 -2.1% $39.86 +37.5%
518 CTS CTS CORP Technology 7,510.0 $490K 0.00% -77.0 -1.0% $65.19 -13.9%
519 CRVL CORVEL CORP Financial Services 7,763.0 $485K 0.00% -683.0 -8.1% $62.52 +13.9%
520 GEF GREIF INC Consumer Cyclical 6,488.0 $483K 0.00% -298.0 -4.4% $74.49 +15.4%
Page 26 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%