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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 36 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 33,252.0 $181K 0.00% -2K -6.7% $5.45 -9.9%
702 HTLD HEARTLAND EXPRESS INC Industrials 11,755.0 $179K 0.00% -1K -7.8% $15.22 -15.6%
703 VRRM VERRA MOBILITY CORP Technology 41,915.0 $178K 0.00% -2K -4.4% $4.25 +7.3%
704 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 14,068.0 $177K 0.00% -2K -12.2% $12.61 -4.4%
705 FBRT FRANKLIN BSP RLTY TR INC Real Estate 21,782.0 $177K 0.00% -610.0 -2.7% $8.14 +3.1%
706 TBLA TABOOLA.COM LTD Communication Services 35,222.0 $176K 0.00% -4K -9.7% $5.00 -25.4%
707 LZ LEGALZOOM COM INC Industrials 28,629.0 $175K 0.00% -3K -9.6% $6.13 -4.8%
708 CXM SPRINKLR INC Technology 33,624.0 $174K 0.00% -331.0 -1.0% $5.16 +43.4%
709 RWT REDWOOD TRUST INC Real Estate 34,490.0 $163K 0.00% -250.0 -0.7% $4.74 +1.3%
710 CLVT CLARIVATE PLC Technology 75,308.0 $163K 0.00% -6K -7.9% $2.16 -3.7%
711 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 66,374.0 $161K 0.00% -2K -2.8% $2.42 -1.7%
712 OPK OPKO HEALTH INC Healthcare 104,725.0 $157K 0.00% -11K -9.7% $1.50 -1.3%
713 UTZ UTZ BRANDS INC Consumer Defensive 20,131.0 $155K 0.00% -300.0 -1.5% $7.70 +82.3%
714 CARS CARS COM INC Consumer Cyclical 14,157.0 $155K 0.00% -1K -8.8% $10.94 +11.7%
715 CRMD CORMEDIX INC Healthcare 19,086.0 $150K 0.00% -1K -6.3% $7.85 +4.5%
716 NAVI NAVIENT CORPORATION Financial Services 17,506.0 $149K 0.00% -1K -6.6% $8.51 +11.0%
717 CORE LABORATORIES INC 12,706.0 $148K 0.00% -69.0 -0.5% $11.65
718 BDN BRANDYWINE RLTY TR Real Estate 45,536.0 $144K 0.00% -2K -4.3% $3.17 -4.4%
719 RES RPC INC Energy 22,934.0 $134K 0.00% -1K -5.4% $5.83 +9.3%
720 RAMACO RES INC 10,037.0 $133K 0.00% -555.0 -5.2% $13.23
Page 36 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%