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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 34 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VRTS VIRTUS INVT PARTNERS INC Financial Services 1,755.0 $252K 0.00% -9.0 -0.5% $143.50 +16.4%
662 LQDT LIQUIDITY SVCS INC Consumer Cyclical 6,418.0 $251K 0.00% -315.0 -4.7% $39.12 +10.6%
663 GO GROCERY OUTLET HLDG CORP Consumer Defensive 25,052.0 $250K 0.00% -2K -7.1% $9.98 +16.2%
664 CAC CAMDEN NATL CORP Financial Services 4,553.0 $247K 0.00% -95.0 -2.0% $54.22 +4.5%
665 AMRC AMERESCO INC Industrials 8,903.0 $246K 0.00% -182.0 -2.0% $27.60 -22.5%
666 CRAI CRA INTL INC Industrials 1,721.0 $245K 0.00% -82.0 -4.5% $142.30 +24.3%
667 AHCO ADAPTHEALTH CORP Healthcare 23,439.0 $244K 0.00% -3K -10.0% $10.42 -46.0%
668 CPF CENTRAL PAC FINL CORP Financial Services 6,383.0 $244K 0.00% -619.0 -8.8% $38.20 -2.0%
669 THFF FIRST FINANCIAL CORPORATION Financial Services 3,117.0 $241K 0.00% -139.0 -4.3% $77.44 +2.1%
670 BBSI BARRETT BUSINESS SVCS INC Industrials 6,780.0 $241K 0.00% -258.0 -3.7% $35.52 -5.5%
671 SG SWEETGREEN INC Consumer Cyclical 27,285.0 $240K 0.00% -2K -6.9% $8.81 -20.7%
672 STGW STAGWELL INC Communication Services 31,471.0 $234K 0.00% -505.0 -1.6% $7.43 +17.4%
673 EGBN EAGLE BANCORPORATION INC Financial Services 8,204.0 $233K 0.00% -138.0 -1.6% $28.39 -0.5%
674 WGO WINNEBAGO INDS INC Consumer Cyclical 7,409.0 $231K 0.00% -342.0 -4.4% $31.24 +1.7%
675 AMTB AMERANT BANCORP INC Financial Services 9,005.0 $230K 0.00% -1K -11.7% $25.52 +12.4%
676 CVI CVR ENERGY INC Energy 8,322.0 $229K 0.00% -1K -13.9% $27.54 +43.5%
677 WSR WHITESTONE REIT Real Estate 12,053.0 $229K 0.00% -575.0 -4.5% $18.96 +0.2%
678 KOP KOPPERS HOLDINGS INC Basic Materials 5,069.0 $228K 0.00% -319.0 -5.9% $44.90 +0.6%
679 NBBK NB BANCORP INC Financial Services 10,593.0 $224K 0.00% -93.0 -0.9% $21.13 +4.0%
680 LMB LIMBACH HLDGS INC Industrials 2,900.0 $223K 0.00% -133.0 -4.4% $77.00 -44.3%
Page 34 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%