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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 27 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EVEREST GROUP LTD 11,474.0 $4.1M 0.02% +63.0 +0.6% $357.23
522 FLUTTER ENTMT PLC 40,002.0 $4.1M 0.02% -5K -11.9% $102.17
523 RPM RPM INTL INC Basic Materials 36,592.0 $4.1M 0.02% +2K +5.1% $111.15 -3.9%
524 DECK DECKERS OUTDOOR CORP Consumer Cyclical 40,699.0 $4.0M 0.02% +1K +2.8% $99.29 -10.6%
525 APG API GROUP CORP Industrials 95,241.0 $4.0M 0.02% -5K -5.4% $42.35 -4.7%
526 SWK STANLEY BLACK & DECKER INC Industrials 42,848.0 $4.0M 0.02% +310.0 +0.7% $94.12 +4.6%
527 DTM DT MIDSTREAM INC Energy 27,445.0 $4.0M 0.02% -486.0 -1.7% $146.74 -13.6%
528 COOPER COS INC 55,942.0 $4.0M 0.02% +3K +5.0% $71.71
529 JLL JONES LANG LASALLE INC Real Estate 12,928.0 $4.0M 0.02% $309.95 +26.7%
530 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 230,545.0 $4.0M 0.02% +15K +6.8% $17.35 -3.5%
531 TRU TRANSUNION Industrials 55,318.0 $4.0M 0.02% +3K +4.9% $72.14 +17.8%
532 RMBS RAMBUS INC DEL Technology 29,844.0 $4.0M 0.02% +275.0 +0.9% $132.74 -32.3%
533 LVS LAS VEGAS SANDS CORP Consumer Cyclical 85,620.0 $4.0M 0.02% +3K +3.5% $46.19 +2.3%
534 DKS DICKS SPORTING GOODS INC Consumer Cyclical 17,364.0 $3.9M 0.02% -678.0 -3.8% $226.81 -45.2%
535 RKT ROCKET COS INC Financial Services 249,210.0 $3.9M 0.02% -3K -1.3% $15.75 -9.2%
536 LECO LINCOLN ELEC HLDGS INC Industrials 14,749.0 $3.9M 0.02% -366.0 -2.4% $265.51 +5.5%
537 AEIS ADVANCED ENERGY INDS Industrials 10,493.0 $3.9M 0.02% +126.0 +1.2% $372.87 -26.1%
538 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 73,896.0 $3.9M 0.02% +4K +5.7% $52.65 +18.8%
539 OHI OMEGA HEALTHCARE INVS INC Real Estate 81,557.0 $3.9M 0.02% $47.68 -1.5%
540 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 43,816.0 $3.9M 0.02% $88.60 -37.3%
Page 27 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%