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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 57 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 BEACON FINANCIAL CORP. 23,047.0 $691K 0.00% -374.0 -1.6% $30.00
1122 UE URBAN EDGE PPTYS Real Estate 34,569.0 $691K 0.00% -398.0 -1.1% $19.98 +15.9%
1123 AKR ACADIA RLTY TR Real Estate 35,992.0 $688K 0.00% -394.0 -1.1% $19.12 +16.7%
1124 CVBF CVB FINL CORP Financial Services 35,372.0 $686K 0.00% -1K -2.9% $19.39 +14.7%
1125 CALUMET INC 19,063.0 $684K 0.00% -239.0 -1.2% $35.90
1126 VC VISTEON CORP Consumer Cyclical 7,494.0 $683K 0.00% -116.0 -1.5% $91.11 +13.2%
1127 SEI SOLARIS ENERGY INFRAS INC Energy 12,067.0 $682K 0.00% -325.0 -2.6% $56.51 +11.6%
1128 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 31,711.0 $680K 0.00% -390.0 -1.2% $21.45 +45.8%
1129 SYRE SPYRE THERAPEUTICS INC Healthcare 13,438.0 $678K 0.00% -359.0 -2.6% $50.44 +96.6%
1130 SHOO MADDEN STEVEN LTD Consumer Cyclical 19,957.0 $677K 0.00% -263.0 -1.3% $33.92 +28.3%
1131 CURB CURBLINE PPTYS CORP Real Estate 26,048.0 $672K 0.00% -440.0 -1.7% $25.79 +19.5%
1132 MCY MERCURY GENL CORP NEW Financial Services 7,613.0 $671K 0.00% -145.0 -1.9% $88.15 +16.6%
1133 ANDE ANDERSONS INC Consumer Defensive 9,295.0 $667K 0.00% -301.0 -3.1% $71.78 +12.7%
1134 TRMK TRUSTMARK CORP Financial Services 15,646.0 $659K 0.00% -305.0 -1.9% $42.14 +9.8%
1135 WAFD WAFD INC Financial Services 20,995.0 $659K 0.00% -1K -4.6% $31.40 +17.0%
1136 PRDO PERDOCEO ED CORP Consumer Defensive 17,668.0 $657K 0.00% -355.0 -2.0% $37.21 -21.0%
1137 PLAB PHOTRONICS INC Technology 16,223.0 $656K 0.00% -250.0 -1.5% $40.41 -22.7%
1138 MPT MEDICAL PROPERTIES TRUST INC Financial Services 140,920.0 $652K 0.00% -2K -1.5% $4.63 +3.9%
1139 IVT INVENTRUST PPTYS CORP Real Estate 21,327.0 $650K 0.00% -231.0 -1.1% $30.46 +18.6%
1140 JOE ST JOE CO Real Estate 10,321.0 $648K 0.00% -185.0 -1.8% $62.80 -1.6%
Page 57 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%