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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 80 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 11,481.0 $189K 0.00% -135.0 -1.2% $16.46 +11.1%
1582 CERT CERTARA INC Healthcare 33,089.0 $189K 0.00% -378.0 -1.1% $5.70 +20.2%
1583 PGEN PRECIGEN INC Healthcare 48,627.0 $188K 0.00% -2K -3.2% $3.87 +41.9%
1584 MCW MISTER CAR WASH INC Consumer Cyclical 26,992.0 $188K 0.00% -413.0 -1.5% $6.97 +1.9%
1585 NIQ GLOBAL INTELLIGENCE PLC 16,205.0 $184K 0.00% -196.0 -1.2% $11.37
1586 QURE UNIQURE NV Healthcare 10,998.0 $180K 0.00% -143.0 -1.3% $16.35 +145.2%
1587 LZ LEGALZOOM COM INC Industrials 31,650.0 $179K 0.00% -1K -3.2% $5.67 +29.5%
1588 AVNS AVANOS MED INC Healthcare 12,759.0 $179K 0.00% -191.0 -1.5% $14.01 +78.3%
1589 ABUS ARBUTUS BIOPHARMA CORP Healthcare 39,620.0 $178K 0.00% -342.0 -0.9% $4.50 +0.4%
1590 QNST QUINSTREET INC Communication Services 14,809.0 $178K 0.00% -326.0 -2.1% $12.01 +35.2%
1591 CTLP CANTALOUPE INC Technology 16,194.0 $175K 0.00% -126.0 -0.8% $10.81 +3.6%
1592 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 16,028.0 $175K 0.00% -378.0 -2.3% $10.91 +11.3%
1593 AVO MISSION PRODUCE INC Consumer Defensive 12,608.0 $173K 0.00% -146.0 -1.1% $13.76 -8.2%
1594 ADAMM ADAMAS TRUST INC. Financial Services 23,565.0 $173K 0.00% -280.0 -1.2% $7.36 +240.1%
1595 SAFEHOLD INC 12,811.0 $173K 0.00% -76.0 -0.6% $13.53
1596 AMPL AMPLITUDE INC Technology 25,243.0 $172K 0.00% -415.0 -1.6% $6.82 +40.6%
1597 RES RPC INC Energy 24,234.0 $172K 0.00% -285.0 -1.2% $7.08 -16.4%
1598 METALLUS INC 10,301.0 $168K 0.00% -149.0 -1.4% $16.34
1599 XNCR XENCOR INC Healthcare 13,731.0 $166K 0.00% -3K -20.0% $12.06 +69.6%
1600 KURA KURA ONCOLOGY INC Healthcare 20,317.0 $165K 0.00% -738.0 -3.5% $8.13 +33.9%
Page 80 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%