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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $17.1B AUM 2,051 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 172 Added 1660 Reduced 60 Exited
Page 33 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IDCC INTERDIGITAL INC Technology 7,071.0 $2.1M 0.01% -87.0 -1.2% $302.00 -14.2%
642 ONB OLD NATL BANCORP IND Financial Services 96,602.0 $2.1M 0.01% -1K -1.5% $22.10 +19.4%
643 PRIM PRIMORIS SVCS CORP Industrials 14,862.0 $2.1M 0.01% -106.0 -0.7% $143.04 -37.4%
644 IDA IDACORP INC Utilities 14,858.0 $2.1M 0.01% -178.0 -1.2% $142.97 +4.0%
645 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 33,591.0 $2.1M 0.01% -1K -3.7% $62.70 +41.5%
646 FR FIRST INDL RLTY TR INC Real Estate 36,373.0 $2.1M 0.01% -357.0 -1.0% $57.85 +17.0%
647 REXR REXFORD INDL RLTY INC Real Estate 63,948.0 $2.1M 0.01% -2K -2.9% $32.73 +12.3%
648 HALO HALOZYME THERAPEUTICS INC Healthcare 32,301.0 $2.1M 0.01% -357.0 -1.1% $64.63 +20.4%
649 ALV AUTOLIV INC Consumer Cyclical 19,830.0 $2.1M 0.01% -588.0 -2.9% $105.16 +13.2%
650 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 56,344.0 $2.1M 0.01% -501.0 -0.9% $37.01 +22.9%
651 CAG CONAGRA BRANDS INC Consumer Defensive 131,608.0 $2.1M 0.01% -2K -1.4% $15.72 -5.7%
652 FLR FLUOR CORP Industrials 44,273.0 $2.1M 0.01% -585.0 -1.3% $46.65 +10.6%
653 FORM FORMFACTOR INC Technology 21,292.0 $2.1M 0.01% -126.0 -0.6% $96.99 +16.9%
654 LKQ LKQ CORP Consumer Cyclical 70,309.0 $2.1M 0.01% -2K -3.1% $29.37 -14.2%
655 SFM SPROUTS FMRS MKT INC Consumer Defensive 26,745.0 $2.1M 0.01% -452.0 -1.7% $77.13 -4.1%
656 CAVA CAVA GROUP INC Consumer Cyclical 25,487.0 $2.1M 0.01% -232.0 -0.9% $80.90 -22.9%
657 EPAM EPAM SYS INC Technology 15,178.0 $2.1M 0.01% -376.0 -2.4% $135.40 -36.1%
658 AOS SMITH A O CORP Industrials 31,137.0 $2.1M 0.01% -751.0 -2.4% $65.94 -10.0%
659 TTEK TETRA TECH INC NEW Industrials 68,151.0 $2.1M 0.01% -1K -1.7% $30.12 +2.9%
660 FCFS FIRSTCASH HOLDINGS INC Financial Services 10,910.0 $2.1M 0.01% -138.0 -1.2% $188.00 +11.0%
Page 33 of 83  ·  1,660 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 32.3%
Financial Services 11.5%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 9.9%
Industrials 9.5%
Consumer Defensive 5.1%
Energy 4.3%
Utilities 2.9%
Real Estate 2.4%