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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 40 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SWX SOUTHWEST GAS HLDGS INC Utilities 16,861.0 $1.5M 0.01% -323.0 -1.9% $86.90 +6.9%
782 HWC HANCOCK WHITNEY CORPORATION Financial Services 22,967.0 $1.5M 0.01% -742.0 -3.1% $63.59 +20.1%
783 KRG KITE REALTY GROUP TRUST Real Estate 59,470.0 $1.5M 0.01% -2K -2.6% $24.55 +19.7%
784 NPO ENPRO INC Industrials 5,800.0 $1.5M 0.01% -85.0 -1.4% $250.65 +33.4%
785 TFX TELEFLEX INCORPORATED Healthcare 12,131.0 $1.5M 0.01% -189.0 -1.5% $119.61 +12.7%
786 AN AUTONATION INC Consumer Cyclical 7,419.0 $1.4M 0.01% -467.0 -5.9% $195.26 +5.5%
787 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 13,738.0 $1.4M 0.01% -287.0 -2.0% $105.40 +28.5%
788 VSAT VIASAT INC Technology 31,580.0 $1.4M 0.01% -194.0 -0.6% $45.80 +60.9%
789 GVA GRANITE CONSTR INC Industrials 11,995.0 $1.4M 0.01% -247.0 -2.0% $119.88 +4.9%
790 NXST NEXSTAR MEDIA GROUP INC Communication Services 7,913.0 $1.4M 0.01% -72.0 -0.9% $180.83 +0.6%
791 CNX CNX RES CORP Energy 37,045.0 $1.4M 0.01% -2K -6.3% $38.55 -10.2%
792 ACA ARCOSA INC Industrials 13,452.0 $1.4M 0.01% -195.0 -1.4% $106.14 +36.7%
793 BIO BIO RAD LABS INC Healthcare 5,118.0 $1.4M 0.01% -99.0 -1.9% $278.75 +9.8%
794 MHK MOHAWK INDS INC Consumer Cyclical 14,439.0 $1.4M 0.01% -284.0 -1.9% $98.46 +12.1%
795 OGS ONE GAS INC Utilities 16,484.0 $1.4M 0.01% -246.0 -1.5% $86.13 -6.8%
796 VNT VONTIER CORPORATION Technology 39,856.0 $1.4M 0.01% -1K -2.5% $35.47 -14.8%
797 LYFT LYFT INC Technology 106,059.0 $1.4M 0.01% -3K -2.5% $13.30 +10.2%
798 NEU NEWMARKET CORP Basic Materials 2,200.0 $1.4M 0.01% -47.0 -2.1% $640.95 +19.9%
799 ST SENSATA TECHNOLOGIES HLDG PL Technology 40,004.0 $1.4M 0.01% -591.0 -1.5% $35.22 +30.5%
800 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 53,261.0 $1.4M 0.01% -2K -3.4% $26.43 +13.3%
Page 40 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%