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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 63 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 KMPR KEMPER CORP Financial Services 16,377.0 $500K 0.00% -160.0 -1.0% $30.56 -10.6%
1242 SEM SELECT MED HLDGS CORP Healthcare 30,608.0 $499K 0.00% -478.0 -1.5% $16.29 +1.4%
1243 GRAL GRAIL INC Healthcare 9,637.0 $498K 0.00% -726.0 -7.0% $51.68 +37.6%
1244 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 26,913.0 $498K 0.00% -414.0 -1.5% $18.49 +33.0%
1245 EVTC EVERTEC INC Technology 17,629.0 $497K 0.00% -259.0 -1.4% $28.22 +4.0%
1246 IOSP INNOSPEC INC Basic Materials 6,805.0 $497K 0.00% -80.0 -1.2% $73.02 +16.7%
1247 HCI HCI GROUP INC Financial Services 3,203.0 $495K 0.00% -53.0 -1.6% $154.61 +13.1%
1248 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 74,671.0 $495K 0.00% -1K -1.4% $6.63 +12.1%
1249 KEX KIRBY CORP Industrials 3,722.0 $495K 0.00% -149.0 -3.9% $132.88 +12.3%
1250 NNI NELNET INC Financial Services 3,825.0 $493K 0.00% -85.0 -2.2% $128.96 +2.0%
1251 BLBD BLUE BIRD CORP Consumer Cyclical 8,684.0 $493K 0.00% -154.0 -1.7% $56.79 +42.6%
1252 PPC PILGRIMS PRIDE CORP Consumer Defensive 13,049.0 $493K 0.00% -232.0 -1.8% $37.76 -24.2%
1253 STEL STELLAR BANCORP INC Financial Services 13,351.0 $489K 0.00% -266.0 -1.9% $36.61 +7.4%
1254 XPRO EXPRO GROUP HOLDINGS NV Energy 28,074.0 $489K 0.00% -927.0 -3.2% $17.41 -8.1%
1255 OFG OFG BANCORP Financial Services 12,080.0 $489K 0.00% -328.0 -2.6% $40.46 +30.2%
1256 AAL AMERICAN AIRLINES GROUP INC Industrials 45,327.0 $487K 0.00% -672.0 -1.5% $10.74 +41.5%
1257 ATRO ASTRONICS CORP Industrials 7,254.0 $484K 0.00% -100.0 -1.4% $55.61 +27.3%
1258 WERN WERNER ENTERPRISES INC Industrials 16,435.0 $483K 0.00% -316.0 -1.9% $29.41 +56.8%
1259 CNS COHEN & STEERS INC Financial Services 7,705.0 $482K 0.00% -137.0 -1.8% $62.55 +27.5%
1260 IPAR INTERPARFUMS INC Consumer Defensive 5,284.0 $480K 0.00% -82.0 -1.5% $90.84 +34.2%
Page 63 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%