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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 29 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MATX MATSON INC Industrials 2,098.0 $403K 0.00% -45.0 -2.1% $192.23 +15.8%
562 CRI CARTERS INC Consumer Cyclical 9,667.0 $398K 0.00% -346.0 -3.5% $41.16 -16.6%
563 RLJ RLJ LODGING TR Real Estate 33,535.0 $397K 0.00% -4K -10.3% $11.85 -2.7%
564 ADNT ADIENT PLC Consumer Cyclical 21,614.0 $397K 0.00% -128.0 -0.6% $18.38 +3.3%
565 VSTS VESTIS CORPORATION Industrials 27,306.0 $396K 0.00% -2K -5.9% $14.52 -12.2%
566 URGN UROGEN PHARMA LTD Healthcare 10,746.0 $395K 0.00% -55.0 -0.5% $36.80 +25.4%
567 OBNK ORIGIN BANCORP INC Financial Services 7,694.0 $394K 0.00% -388.0 -4.8% $51.15 -97.9%
568 INTA INTAPP INC Technology 15,529.0 $391K 0.00% -224.0 -1.4% $25.21 +62.3%
569 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 14,537.0 $390K 0.00% -3K -16.1% $26.85 -5.8%
570 PRGS PROGRESS SOFTWARE CORP Technology 11,611.0 $390K 0.00% -174.0 -1.5% $33.58 +29.3%
571 SONO SONOS INC Technology 28,349.0 $384K 0.00% -1K -4.6% $13.53 +13.9%
572 SRCE 1ST SOURCE CORP Financial Services 4,699.0 $383K 0.00% -334.0 -6.6% $81.58 +5.5%
573 LIBERTY GLOBAL LTD 34,583.0 $380K 0.00% -2K -6.3% $11.00
574 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 6,139.0 $380K 0.00% -1K -17.1% $61.82 -2.8%
575 LPG DORIAN LPG LTD Energy 10,910.0 $379K 0.00% -271.0 -2.4% $34.78 +47.6%
576 ARI APOLLO COML REAL ESTATE FIN Real Estate 35,417.0 $378K 0.00% -839.0 -2.3% $10.68 -35.5%
577 TNET TRINET GROUP INC Industrials 7,636.0 $378K 0.00% -942.0 -11.0% $49.49 +40.6%
578 ARLO ARLO TECHNOLOGIES INC Industrials 28,010.0 $378K 0.00% -1K -3.8% $13.48 -2.9%
579 ECVT ECOVYST INC Basic Materials 30,201.0 $376K 0.00% -1K -3.6% $12.45 -19.1%
580 WGS GENEDX HOLDINGS CORP Healthcare 5,455.0 $374K 0.00% -102.0 -1.8% $68.65 +24.1%
Page 29 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%