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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 9 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NPO ENPRO INC Industrials 5,683.0 $2.1M 0.01% -117.0 -2.0% $376.93 -19.2%
162 GKOS GLAUKOS CORP Healthcare 15,224.0 $2.1M 0.01% -546.0 -3.5% $139.76 +32.8%
163 PRAXIS PRECISION MEDICINES I 6,340.0 $2.1M 0.01% -136.0 -2.1% $334.79
164 KRYS KRYSTAL BIOTECH INC Healthcare 5,686.0 $2.1M 0.01% -287.0 -4.8% $371.67 -8.1%
165 HQY HEALTHEQUITY INC Healthcare 23,310.0 $2.1M 0.01% -157.0 -0.7% $90.32 +16.7%
166 FSS FEDERAL SIGNAL CORP Industrials 16,382.0 $2.1M 0.01% -330.0 -2.0% $128.49 -6.8%
167 ALV AUTOLIV INC Consumer Cyclical 18,075.0 $2.1M 0.01% -2K -8.8% $116.17 +6.0%
168 UHS UNIVERSAL HLTH SVCS INC Healthcare 14,098.0 $2.1M 0.01% -911.0 -6.1% $148.69 +18.6%
169 HXL HEXCEL CORP NEW Industrials 20,804.0 $2.1M 0.01% -1K -4.9% $100.06 -7.5%
170 THG HANOVER INS GROUP INC Financial Services 9,710.0 $2.1M 0.01% -65.0 -0.7% $214.12 +6.2%
171 AM ANTERO MIDSTREAM CORP Energy 91,376.0 $2.1M 0.01% -7K -6.9% $22.75 -2.7%
172 TTD THE TRADE DESK INC Technology 114,873.0 $2.1M 0.01% -5K -4.0% $18.08 -26.6%
173 REXR REXFORD INDL RLTY INC Real Estate 61,952.0 $2.1M 0.01% -2K -3.1% $33.50 +12.4%
174 ULS UL SOLUTIONS INC Industrials 20,301.0 $2.1M 0.01% -932.0 -4.4% $101.86 -27.2%
175 DVA DAVITA INC Healthcare 9,216.0 $2.1M 0.01% -1K -13.6% $222.48 -20.7%
176 WYNN WYNN RESORTS LTD Consumer Cyclical 20,862.0 $2.0M 0.01% -2K -8.7% $97.09 +2.4%
177 LUMN LUMEN TECHNOLOGIES INC Communication Services 262,872.0 $2.0M 0.01% -5K -1.8% $7.68 -26.2%
178 EAT BRINKER INTL INC Consumer Cyclical 12,017.0 $2.0M 0.01% -196.0 -1.6% $168.00 +51.2%
179 LNTH LANTHEUS HLDGS INC Healthcare 17,964.0 $2.0M 0.01% -251.0 -1.4% $110.94 -9.1%
180 MIDD MIDDLEBY CORP Industrials 11,578.0 $2.0M 0.01% -2K -11.9% $172.01 -33.0%
Page 9 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%