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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 100 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 SXC SUNCOKE ENERGY INC Energy 23,411.0 $188K 0.00% +197.0 +0.8% $8.05 +20.4%
1982 CCOI COGENT COMM HOLDINGS INC Communication Services 13,479.0 $187K 0.00% $13.88 -33.9%
1983 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 12,207.0 $184K 0.00% -610.0 -4.8% $15.08 -18.2%
1984 VIA VIA TRANSN INC Technology 10,143.0 $184K 0.00% NEW $18.14 +48.8%
1985 ASPI ASP ISOTOPES INC Basic Materials 29,529.0 $184K 0.00% +319.0 +1.1% $6.22 -35.7%
1986 INFQ INFLEQTION INC Technology 13,738.0 $183K 0.00% NEW $13.32 +6.0%
1987 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 33,252.0 $181K 0.00% -2K -6.7% $5.45 -9.9%
1988 TBPH THERAVANCE BIOPHARMA INC Healthcare 10,656.0 $181K 0.00% +218.0 +2.1% $17.00 +0.1%
1989 OLMA OLEMA PHARMACEUTICALS INC Healthcare 14,430.0 $181K 0.00% +4K +39.2% $12.51 -14.5%
1990 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 21,006.0 $180K 0.00% +7K +46.4% $8.57 +53.6%
1991 AVO MISSION PRODUCE INC Consumer Defensive 15,236.0 $180K 0.00% +3K +20.8% $11.79 +12.7%
1992 OMER OMEROS CORP Healthcare 18,873.0 $179K 0.00% NEW $9.51 +102.6%
1993 HTLD HEARTLAND EXPRESS INC Industrials 11,755.0 $179K 0.00% -1K -7.8% $15.22 -15.6%
1994 VRRM VERRA MOBILITY CORP Technology 41,915.0 $178K 0.00% -2K -4.4% $4.25 +7.3%
1995 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 14,068.0 $177K 0.00% -2K -12.2% $12.61 -4.4%
1996 FBRT FRANKLIN BSP RLTY TR INC Real Estate 21,782.0 $177K 0.00% -610.0 -2.7% $8.14 +3.1%
1997 TBLA TABOOLA.COM LTD Communication Services 35,222.0 $176K 0.00% -4K -9.7% $5.00 -25.4%
1998 LZ LEGALZOOM COM INC Industrials 28,629.0 $175K 0.00% -3K -9.6% $6.13 -4.8%
1999 CXM SPRINKLR INC Technology 33,624.0 $174K 0.00% -331.0 -1.0% $5.16 +43.4%
2000 ASAN ASANA INC Technology 24,615.0 $172K 0.00% +815.0 +3.4% $7.00 +36.9%
Page 100 of 104  ·  2,071 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%