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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 36 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VOYA VOYA FINANCIAL INC Financial Services 26,140.0 $1.8M 0.01% -632.0 -2.4% $68.32 +44.2%
702 ORA ORMAT TECHNOLOGIES INC Utilities 15,860.0 $1.8M 0.01% -250.0 -1.6% $111.92 -7.3%
703 HXL HEXCEL CORP NEW Industrials 21,866.0 $1.8M 0.01% -577.0 -2.6% $80.93 +31.7%
704 PCOR PROCORE TECHNOLOGIES INC Technology 30,936.0 $1.8M 0.01% -660.0 -2.1% $57.00 -26.9%
705 ENS ENERSYS Industrials 10,146.0 $1.8M 0.01% -280.0 -2.7% $173.72 +15.9%
706 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 42,504.0 $1.8M 0.01% -710.0 -1.6% $41.27 +35.6%
707 TRNO TERRENO RLTY CORP Real Estate 28,404.0 $1.7M 0.01% -383.0 -1.3% $61.42 +19.0%
708 JHG JANUS HENDERSON GROUP PLC Financial Services 33,944.0 $1.7M 0.01% -620.0 -1.8% $51.37 +1.1%
709 MIDD MIDDLEBY CORP Industrials 13,145.0 $1.7M 0.01% -319.0 -2.4% $132.58 -1.2%
710 ERIE ERIE INDTY CO Financial Services 6,903.0 $1.7M 0.01% -65.0 -0.9% $251.31 -16.1%
711 RGEN REPLIGEN CORP Healthcare 14,688.0 $1.7M 0.01% -175.0 -1.2% $117.82 +18.9%
712 OMF ONEMAIN HLDGS INC Financial Services 32,339.0 $1.7M 0.01% -744.0 -2.2% $53.49 +11.8%
713 VAL VALARIS LTD Energy 17,612.0 $1.7M 0.01% -287.0 -1.6% $98.04 -19.6%
714 LEA LEAR CORP Consumer Cyclical 14,248.0 $1.7M 0.01% -629.0 -4.2% $121.08 +18.7%
715 NE NOBLE CORP PLC Energy 34,905.0 $1.7M 0.01% -381.0 -1.1% $49.07 -11.7%
716 ACI ALBERTSONS COS INC Consumer Defensive 99,955.0 $1.7M 0.01% -2K -1.7% $17.04 -14.3%
717 SEALED AIR CORP NEW 40,431.0 $1.7M 0.01% -535.0 -1.3% $42.05
718 GKOS GLAUKOS CORP Healthcare 15,770.0 $1.7M 0.01% -293.0 -1.8% $107.66 +42.0%
719 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 22,808.0 $1.7M 0.01% -543.0 -2.3% $74.38 -27.3%
720 THG HANOVER INS GROUP INC Financial Services 9,775.0 $1.7M 0.01% -209.0 -2.1% $173.35 +22.8%
Page 36 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%