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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 32 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WLDN WILLDAN GROUP INC Industrials 3,981.0 $315K 0.00% -70.0 -1.7% $79.10 +8.0%
622 AVNS AVANOS MED INC Healthcare 12,557.0 $312K 0.00% -202.0 -1.6% $24.88 +0.4%
623 USLM UNITED STS LIME & MINERALS I Basic Materials 2,967.0 $311K 0.00% -179.0 -5.7% $104.67 +13.8%
624 SCSC SCANSOURCE INC Technology 5,927.0 $309K 0.00% -100.0 -1.7% $52.09 +7.9%
625 CAPR CAPRICOR THERAPEUTICS INC Healthcare 12,768.0 $307K 0.00% -680.0 -5.1% $24.08 -65.6%
626 CRK COMSTOCK RES INC Energy 20,282.0 $303K 0.00% -4K -16.1% $14.92 -5.0%
627 SAFT SAFETY INS GROUP INC Financial Services 4,037.0 $302K 0.00% -53.0 -1.3% $74.86 +38.5%
628 FDP DEL MONTE CORP Consumer Defensive 10,820.0 $302K 0.00% -335.0 -3.0% $27.91 +1.5%
629 GSHD GOOSEHEAD INS INC Financial Services 6,204.0 $301K 0.00% -638.0 -9.3% $48.50 +49.1%
630 CIM CHIMERA INVT CORP Real Estate 22,438.0 $299K 0.00% -418.0 -1.8% $13.34 -13.0%
631 RYZ RYERSON HLDG CORP Consumer Defensive 12,130.0 $299K 0.00% -594.0 -4.7% $24.61 -0.1%
632 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 22,472.0 $298K 0.00% -2K -7.0% $13.28 -17.5%
633 CMP COMPASS MINERALS INTL INC Basic Materials 9,530.0 $297K 0.00% -226.0 -2.3% $31.13 -21.1%
634 BLKB BLACKBAUD INC Technology 9,823.0 $291K 0.00% -689.0 -6.5% $29.62 +60.1%
635 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 12,128.0 $290K 0.00% -225.0 -1.8% $23.88 +0.2%
636 UVE UNIVERSAL INS HLDGS INC Financial Services 6,955.0 $288K 0.00% -382.0 -5.2% $41.36 +4.7%
637 SDGR SCHRODINGER INC Healthcare 17,396.0 $283K 0.00% -320.0 -1.8% $16.25 +23.0%
638 CFFN CAPITOL FED FINL INC Financial Services 33,141.0 $282K 0.00% -1K -3.4% $8.51 +0.4%
639 THRM GENTHERM INC Consumer Cyclical 8,246.0 $281K 0.00% -139.0 -1.7% $34.11 +17.5%
640 EYPT EYEPOINT INC Healthcare 19,568.0 $280K 0.00% -897.0 -4.4% $14.30 -65.0%
Page 32 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%