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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 41 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AUB ATLANTIC UN BANKSHARES CORP Financial Services 39,166.0 $1.4M 0.01% -615.0 -1.6% $35.74 +18.5%
802 ABCB AMERIS BANCORP Financial Services 17,830.0 $1.4M 0.01% -275.0 -1.5% $77.99 +15.2%
803 LNTH LANTHEUS HLDGS INC Healthcare 18,215.0 $1.4M 0.01% -758.0 -4.0% $75.85 +37.9%
804 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,291.0 $1.4M 0.01% -68.0 -1.6% $321.40 +23.6%
805 AVT AVNET INC Technology 22,339.0 $1.4M 0.01% -283.0 -1.2% $61.62 +46.3%
806 TGTX TG THERAPEUTICS INC Healthcare 41,427.0 $1.4M 0.01% -497.0 -1.2% $33.22 +62.4%
807 KGS KODIAK GAS SVCS INC Energy 23,535.0 $1.4M 0.01% -294.0 -1.2% $58.32 +14.9%
808 HOMB HOME BANCSHARES INC Financial Services 50,964.0 $1.4M 0.01% -1K -2.4% $26.93 +12.8%
809 WEX WEX INC Technology 8,952.0 $1.4M 0.01% -168.0 -1.8% $153.04 +5.2%
810 CWST CASELLA WASTE SYS INC Industrials 17,168.0 $1.4M 0.01% -231.0 -1.3% $79.34 +14.0%
811 ENPH ENPHASE ENERGY INC Energy 35,945.0 $1.4M 0.01% -737.0 -2.0% $37.81 +4.7%
812 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 15,581.0 $1.4M 0.01% -181.0 -1.1% $86.97 +19.5%
813 OZK BANK OZK LITTLE ROCK ARK Financial Services 29,522.0 $1.4M 0.01% -354.0 -1.2% $45.89 +11.1%
814 PTCT PTC THERAPEUTICS INC Healthcare 19,848.0 $1.4M 0.01% -198.0 -1.0% $68.13 +15.1%
815 HCC WARRIOR MET COAL INC Energy 14,456.0 $1.3M 0.01% -119.0 -0.8% $93.15 -10.8%
816 SNAP SNAP INC Communication Services 292,580.0 $1.3M 0.01% -3K -0.9% $4.60 -2.8%
817 EXLS EXLSERVICE HLDGS INC Technology 43,592.0 $1.3M 0.01% -1K -3.2% $30.45 -11.9%
818 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 156,624.0 $1.3M 0.01% -1K -0.9% $8.45 +11.8%
819 M MACYS INC Consumer Cyclical 73,069.0 $1.3M 0.01% -2K -2.2% $18.09 +34.5%
820 PAGP PLAINS GP HLDGS L P Energy 54,355.0 $1.3M 0.01% -866.0 -1.6% $24.28 +7.9%
Page 41 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%