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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 102 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 CORE LABORATORIES INC 12,706.0 $148K 0.00% -69.0 -0.5% $11.65
2022 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 13,589.0 $147K 0.00% +732.0 +5.7% $10.85 -18.2%
2023 JBLU JETBLUE AIRWAYS CORP Industrials 25,663.0 $147K 0.00% +688.0 +2.8% $5.73 -14.7%
2024 NXDR NEXTDOOR HOLDINGS INC Communication Services 64,602.0 $147K 0.00% +4K +6.9% $2.27 +5.3%
2025 TLRY TILRAY BRANDS INC Healthcare 32,159.0 $144K 0.00% $4.49 +7.8%
2026 BDN BRANDYWINE RLTY TR Real Estate 45,536.0 $144K 0.00% -2K -4.3% $3.17 -4.4%
2027 FIP FTAI INFRASTRUCTURE INC Industrials 30,975.0 $144K 0.00% +629.0 +2.1% $4.64 -17.7%
2028 EXPI AGNT INC Real Estate 26,368.0 $143K 0.00% +191.0 +0.7% $5.41 -12.6%
2029 RES RPC INC Energy 22,934.0 $134K 0.00% -1K -5.4% $5.83 +9.3%
2030 HGTY HAGERTY INC Financial Services 11,155.0 $133K 0.00% +94.0 +0.8% $11.92 +9.7%
2031 RAMACO RES INC 10,037.0 $133K 0.00% -555.0 -5.2% $13.23
2032 RUM RUM GROUP INC Technology 20,836.0 $132K 0.00% +130.0 +0.6% $6.34 +42.7%
2033 SATL SATELLOGIC INC Technology 22,846.0 $131K 0.00% NEW $5.72 +0.0%
2034 PHR PHREESIA INC Healthcare 12,575.0 $129K 0.00% -4K -24.1% $10.29 +17.8%
2035 SLDP SOLID POWER INC Industrials 49,561.0 $128K 0.00% +5K +10.6% $2.59 -8.5%
2036 ERII ENERGY RECOVERY INC Industrials 14,213.0 $128K 0.00% -338.0 -2.3% $9.02 -12.4%
2037 CRSR CORSAIR GAMING INC Technology 13,244.0 $128K 0.00% +71.0 +0.5% $9.67 +13.0%
2038 ORIC ORIC PHARMACEUTICALS INC Healthcare 11,769.0 $127K 0.00% -268.0 -2.2% $10.83 +31.1%
2039 RPC RIDGEPOST CAP INC Financial Services 16,192.0 $127K 0.00% +110.0 +0.7% $7.87 +11.3%
2040 AEBI SCHMIDT HLDG AG 10,149.0 $127K 0.00% -473.0 -4.5% $12.55
Page 102 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%