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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 27 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PPTA PERPETUA RESOURCES CORP Basic Materials 23,272.0 $483K 0.00% -395.0 -1.7% $20.76 +24.9%
522 SEM SELECT MED HLDGS CORP Healthcare 29,087.0 $480K 0.00% -2K -5.0% $16.51 +0.0%
523 AMR ALPHA METALLURGICAL RESOUR I Energy 2,909.0 $480K 0.00% -100.0 -3.3% $164.94 +27.3%
524 GABC GERMAN AMERN BANCORP INC Financial Services 10,109.0 $480K 0.00% -189.0 -1.8% $47.46 +5.5%
525 GNL GLOBAL NET LEASE INC Real Estate 53,190.0 $476K 0.00% -1K -2.0% $8.94 +3.1%
526 EVTC EVERTEC INC Technology 17,003.0 $472K 0.00% -626.0 -3.5% $27.78 +6.4%
527 HLIT HARMONIC INC Technology 28,898.0 $472K 0.00% -2K -6.3% $16.33 -26.5%
528 HCSG HEALTHCARE SVCS GROUP INC Healthcare 19,026.0 $467K 0.00% -327.0 -1.7% $24.56 -7.2%
529 PACS PACS GROUP INC Financial Services 10,842.0 $462K 0.00% -2K -16.0% $42.64 +3.8%
530 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,455.0 $455K 0.00% -54.0 -1.5% $131.61 -5.6%
531 STRA STRATEGIC ED INC Consumer Defensive 5,928.0 $454K 0.00% -524.0 -8.1% $76.62 +9.6%
532 CELC CELCUITY INC Healthcare 4,335.0 $454K 0.00% -1K -24.2% $104.62 -13.2%
533 TALO TALOS ENERGY INC Energy 34,874.0 $450K 0.00% -176.0 -0.5% $12.91 +31.1%
534 DCOM DIME COML BANCSHARES INC Financial Services 10,903.0 $443K 0.00% -550.0 -4.8% $40.65 -0.6%
535 WKC WORLD KINECT CORPORATION Energy 13,442.0 $443K 0.00% -2K -11.9% $32.94 +8.1%
536 TCBK TRICO BANCSHARES Financial Services 8,206.0 $442K 0.00% -277.0 -3.3% $53.85 +1.2%
537 QCRH QCR HLDGS INC Financial Services 4,501.0 $438K 0.00% -125.0 -2.7% $97.35 +3.6%
538 FTRE FORTREA HLDGS INC Healthcare 25,154.0 $438K 0.00% -226.0 -0.9% $17.40 +5.2%
539 KMPR KEMPER CORP Financial Services 16,201.0 $437K 0.00% -176.0 -1.1% $26.96 +2.6%
540 UNIT UNITI GROUP LLC Real Estate 37,923.0 $435K 0.00% -5K -11.1% $11.47 -14.1%
Page 27 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%