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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 102 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 GRNT GRANITE RIDGE RESOURCES INC Energy 16,223.0 $95K 0.00% $5.87 -19.9%
2022 KREF KKR REAL ESTATE FIN TR INC Real Estate 15,311.0 $94K 0.00% -176.0 -1.1% $6.12 +24.0%
2023 PSNL PERSONALIS INC Healthcare 14,635.0 $93K 0.00% NEW $6.37 +111.0%
2024 OLPX OLAPLEX HLDGS INC Consumer Cyclical 45,808.0 $93K 0.00% -650.0 -1.4% $2.03 +2.0%
2025 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 14,345.0 $92K 0.00% -236.0 -1.6% $6.44 +51.2%
2026 RR RICHTECH ROBOTICS INC Industrials 43,509.0 $91K 0.00% +397.0 +0.9% $2.09 -21.1%
2027 TDUP THREDUP INC Consumer Cyclical 27,209.0 $89K 0.00% $3.28 +96.0%
2028 RPD RAPID7 INC Technology 16,187.0 $89K 0.00% $5.51 +92.6%
2029 HUDSON PACIFIC PROPERTIES IN 14,893.0 $88K 0.00% -300.0 -2.0% $5.91
2030 MVST MICROVAST HOLDINGS INC Industrials 58,593.0 $88K 0.00% -493.0 -0.8% $1.50 -38.7%
2031 DNUT KRISPY KREME INC Consumer Defensive 25,863.0 $88K 0.00% $3.39 -5.9%
2032 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 66,877.0 $87K 0.00% -1K -1.8% $1.30 -30.8%
2033 PRME PRIME MEDICINE INC Healthcare 24,791.0 $86K 0.00% +706.0 +2.9% $3.48 -10.3%
2034 ABX ABACUS GLOBAL MGMT INC Financial Services 10,764.0 $85K -603.0 -5.3% $7.88 +31.7%
2035 NXDR NEXTDOOR HOLDINGS INC Communication Services 60,433.0 $85K +400.0 +0.7% $1.40 +70.7%
2036 SPT SPROUT SOCIAL INC Technology 14,607.0 $83K +187.0 +1.3% $5.70 +44.2%
2037 GOGO GOGO INC Communication Services 20,221.0 $81K $4.02 -10.4%
2038 NRGV ENERGY VAULT HOLDINGS INC Utilities 24,451.0 $81K NEW $3.30 +5.5%
2039 SVV SAVERS VALUE VLG INC Consumer Cyclical 10,739.0 $80K $7.44 +28.8%
2040 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 26,748.0 $74K -225.0 -0.8% $2.78 -2.9%
Page 102 of 103  ·  2,051 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%