BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 77 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 LMB LIMBACH HLDGS INC Industrials 3,033.0 $237K 0.00% -48.0 -1.6% $78.05 -5.4%
1522 NBN NORTHEAST BK PORTLAND ME Financial Services 2,099.0 $236K 0.00% -13.0 -0.6% $112.37 +17.3%
1523 HBNC HORIZON BANCORP IND Financial Services 14,068.0 $233K 0.00% -205.0 -1.4% $16.57 +23.2%
1524 THRM GENTHERM INC Consumer Cyclical 8,385.0 $233K 0.00% -209.0 -2.4% $27.78 +31.9%
1525 AMRC AMERESCO INC Industrials 9,085.0 $232K 0.00% -91.0 -1.0% $25.50 -9.3%
1526 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 3,716.0 $231K 0.00% -78.0 -2.1% $62.29 +14.4%
1527 BV BRIGHTVIEW HLDGS INC Industrials 19,523.0 $230K 0.00% -280.0 -1.4% $11.79 +19.3%
1528 VYX NCR VOYIX CORPORATION Technology 36,183.0 $229K 0.00% -533.0 -1.4% $6.33 +25.4%
1529 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 18,068.0 $228K 0.00% -169.0 -0.9% $12.61 +15.5%
1530 LBRDA LIBERTY BROADBAND CORP Communication Services 4,512.0 $227K 0.00% -30.0 -0.7% $50.22 -40.2%
1531 LGIH LGI HOMES INC Consumer Cyclical 5,705.0 $226K 0.00% -63.0 -1.1% $39.53 +42.2%
1532 NBBK NB BANCORP INC Financial Services 10,686.0 $225K 0.00% -141.0 -1.3% $21.07 -0.1%
1533 PDM PIEDMONT REALTY TRUST INC Real Estate 34,246.0 $225K 0.00% -502.0 -1.4% $6.57 +48.1%
1534 CPF CENTRAL PAC FINL CORP Financial Services 7,002.0 $224K 0.00% -118.0 -1.7% $31.96 +22.3%
1535 VIR VIR BIOTECHNOLOGY INC Healthcare 24,839.0 $223K 0.00% -449.0 -1.8% $8.96 +5.1%
1536 TRST TRUSTCO BK CORP N Y Financial Services 5,061.0 $222K 0.00% -162.0 -3.1% $43.78 +27.2%
1537 UFCS UNITED FIRE GROUP INC Financial Services 5,956.0 $221K 0.00% -88.0 -1.5% $37.06 +39.0%
1538 CAC CAMDEN NATL CORP Financial Services 4,648.0 $221K 0.00% -75.0 -1.6% $47.45 +14.3%
1539 MRTN MARTEN TRANS LTD Industrials 16,793.0 $220K 0.00% -255.0 -1.5% $13.13 +34.3%
1540 ALNT ALLIENT INC Technology 3,723.0 $220K 0.00% -65.0 -1.7% $59.09 +52.3%
Page 77 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%