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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 33 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CCB COASTAL FINL CORP WA Financial Services 3,573.0 $277K 0.00% -162.0 -4.3% $77.51 -39.4%
642 XPLR INFRASTRUCTURE LP 23,335.0 $276K 0.00% -1K -4.8% $11.81
643 SBSI SOUTHSIDE BANCSHARES INC Financial Services 7,797.0 $274K 0.00% -48.0 -0.6% $35.19 -8.9%
644 FG F&G ANNUITIES & LIFE INC Financial Services 10,290.0 $274K 0.00% -803.0 -7.2% $26.59 -13.0%
645 MRTN MARTEN TRANS LTD Industrials 15,750.0 $273K 0.00% -1K -6.2% $17.35 -15.4%
646 LILAK LIBERTY LATIN AMERICA LTD Communication Services 35,054.0 $273K 0.00% -2K -5.4% $7.79 +7.2%
647 CNMD CONMED CORP Healthcare 8,318.0 $272K 0.00% -189.0 -2.2% $32.73 +57.3%
648 ATEC ALPHATEC HLDGS INC Healthcare 31,323.0 $271K 0.00% -1K -4.0% $8.65 +6.8%
649 WMK WEIS MKTS INC Consumer Defensive 3,414.0 $267K 0.00% -334.0 -8.9% $78.31 -9.3%
650 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 6,362.0 $267K 0.00% -563.0 -8.1% $41.95 +13.0%
651 ZYMEWORKS INC 10,175.0 $266K 0.00% -102.0 -1.0% $26.14
652 EIG EMPLOYERS HLDGS INC Financial Services 5,241.0 $265K 0.00% -934.0 -15.1% $50.48 -2.6%
653 NBN NORTHEAST BK PORTLAND ME Financial Services 1,992.0 $264K 0.00% -107.0 -5.1% $132.53 -2.3%
654 PCRX PACIRA BIOSCIENCES INC Healthcare 10,334.0 $262K 0.00% -893.0 -8.0% $25.37 -2.0%
655 ABR ARBOR REALTY TRUST INC Real Estate 47,958.0 $260K 0.00% -6K -11.0% $5.42 -3.1%
656 UAA UNDER ARMOUR INC Consumer Cyclical 40,381.0 $258K 0.00% -1K -2.8% $6.39 -16.0%
657 FIGS FIGS INC Consumer Cyclical 25,083.0 $257K 0.00% -682.0 -2.6% $10.23 +48.7%
658 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 5,367.0 $256K 0.00% -2K -28.4% $47.74 -6.2%
659 TFSL TFS FINL CORP Financial Services 14,322.0 $254K 0.00% -1K -7.1% $17.72 -0.4%
660 TRST TRUSTCO BK CORP N Y Financial Services 4,589.0 $252K 0.00% -472.0 -9.3% $54.91 +4.2%
Page 33 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%