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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 52 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 10,056.0 $851K 0.01% -111.0 -1.1% $84.64 +7.1%
1022 OPLN OPENLANE INC Consumer Cyclical 29,188.0 $851K 0.01% -359.0 -1.2% $29.15 +36.0%
1023 BKD BROOKDALE SR LIVING INC Healthcare 62,055.0 $849K 0.01% -946.0 -1.5% $13.68 +7.1%
1024 SXI STANDEX INTL CORP Industrials 3,328.0 $848K 0.01% -53.0 -1.6% $254.86 +21.6%
1025 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 14,461.0 $848K 0.01% -302.0 -2.0% $58.65 +14.6%
1026 ITGR INTEGER HLDGS CORP Healthcare 9,626.0 $847K 0.01% -68.0 -0.7% $88.00 +9.7%
1027 SRRK SCHOLAR ROCK HLDG CORP Healthcare 17,163.0 $844K 0.01% -326.0 -1.9% $49.16 -1.7%
1028 INSW INTERNATIONAL SEAWAYS INC Energy 11,535.0 $841K 0.01% -172.0 -1.5% $72.88 +22.0%
1029 SHC SOTERA HEALTH CO Healthcare 58,515.0 $839K 0.01% -830.0 -1.4% $14.34 +20.6%
1030 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 43,789.0 $839K 0.01% -2K -3.4% $19.15 -12.8%
1031 SEDG SOLAREDGE TECHNOLOGIES INC Energy 16,426.0 $839K 0.01% -319.0 -1.9% $51.05 -6.2%
1032 CSTM CONSTELLIUM SE Basic Materials 34,093.0 $838K 0.01% -942.0 -2.7% $24.58 +19.3%
1033 HWKN HAWKINS INC Basic Materials 5,452.0 $837K 0.01% -101.0 -1.8% $153.60 -6.8%
1034 FIRST HAWAIIAN INC 33,983.0 $837K 0.01% -546.0 -1.6% $24.64
1035 APLS APELLIS PHARMACEUTICALS INC Healthcare 20,813.0 $837K 0.01% -197.0 -0.9% $40.23 +2.0%
1036 LEU CENTRUS ENERGY CORP Energy 4,806.0 $834K 0.01% -28.0 -0.6% $173.59 +0.4%
1037 ICUI ICU MED INC Healthcare 6,442.0 $832K 0.01% -161.0 -2.4% $129.15 +21.9%
1038 MSGE SPHERE ENTERTAINMENT CO Communication Services 7,036.0 $826K 0.01% -60.0 -0.8% $117.40 -33.4%
1039 MTRN MATERION CORP Basic Materials 5,699.0 $824K 0.01% -85.0 -1.5% $144.65 +73.3%
1040 KD KYNDRYL HLDGS INC Technology 62,782.0 $824K 0.01% -1K -2.0% $13.12 -11.2%
Page 52 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%