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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $19.9B AUM 2,071 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 974 Added 735 Reduced 63 Exited
Page 8 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PRI PRIMERICA INC Financial Services 8,663.0 $2.5M 0.01% -117.0 -1.3% $284.20 +4.7%
142 SEIC SEI INVTS CO Financial Services 27,829.0 $2.4M 0.01% -757.0 -2.6% $87.71 +26.5%
143 ALGM ALLEGRO MICROSYSTEMS INC Technology 34,511.0 $2.4M 0.01% -1K -3.0% $69.62 -47.3%
144 DOCU DOCUSIGN INC Technology 53,648.0 $2.4M 0.01% -1K -2.5% $44.42 +37.8%
145 AMG AFFILIATED MANAGERS GROUP Financial Services 6,995.0 $2.4M 0.01% -732.0 -9.5% $338.40 +6.8%
146 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 49,417.0 $2.4M 0.01% -7K -12.3% $47.81 -9.3%
147 IT GARTNER INC Technology 18,162.0 $2.4M 0.01% -1K -7.3% $129.62 +54.4%
148 MTCH MATCH GROUP INC NEW Communication Services 60,984.0 $2.3M 0.01% -618.0 -1.0% $38.05 +9.9%
149 VOYA VOYA FINANCIAL INC Financial Services 25,596.0 $2.3M 0.01% -544.0 -2.1% $90.53 +9.3%
150 FDS FACTSET RESH SYS INC Financial Services 10,052.0 $2.3M 0.01% -141.0 -1.4% $230.08 +30.4%
151 MANH MANHATTAN ASSOCIATES INC Technology 16,346.0 $2.3M 0.01% -206.0 -1.2% $139.25 +52.1%
152 HSIC SCHEIN HENRY INC Healthcare 26,903.0 $2.2M 0.01% -2K -7.6% $83.52 +7.2%
153 TGTX TG THERAPEUTICS INC Healthcare 40,758.0 $2.2M 0.01% -669.0 -1.6% $54.94 +1.1%
154 SFM SPROUTS FMRS MKT INC Consumer Defensive 26,096.0 $2.2M 0.01% -649.0 -2.4% $84.58 +0.9%
155 ATR APTARGROUP INC Healthcare 17,597.0 $2.2M 0.01% -431.0 -2.4% $125.20 +7.3%
156 AXS AXIS CAP HLDGS LTD Financial Services 20,447.0 $2.2M 0.01% -720.0 -3.4% $107.44 -8.0%
157 H HYATT HOTELS CORP Consumer Cyclical 11,170.0 $2.2M 0.01% -190.0 -1.7% $193.84 -8.1%
158 ECG EVERUS CONSTR GROUP Industrials 13,028.0 $2.2M 0.01% -281.0 -2.1% $165.95 -26.2%
159 RALLIANT CORP 29,295.0 $2.2M 0.01% -2K -5.5% $73.63
160 QRVO QORVO INC Technology 23,022.0 $2.1M 0.01% -1K -4.5% $93.27 -0.6%
Page 8 of 37  ·  735 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 37.8%
Financial Services 11.0%
Healthcare 9.8%
Consumer Cyclical 9.8%
Industrials 9.6%
Communication Services 7.0%
Consumer Defensive 4.6%
Energy 3.3%
Utilities 2.7%
Real Estate 2.4%