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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 28 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PTC PTC INC Technology 34,118.0 $3.9M 0.02% +2K +5.6% $113.61 +33.0%
542 GL GLOBE LIFE INC Financial Services 21,645.0 $3.9M 0.02% -229.0 -1.1% $178.68 -3.6%
543 BUNGE GLOBAL SA 36,119.0 $3.9M 0.02% -678.0 -1.8% $106.73
544 PR PERMIAN RESOURCES CORP Energy 209,196.0 $3.9M 0.02% +15K +7.6% $18.41 +26.6%
545 RGA REINSURANCE GROUP AMER INC Financial Services 18,091.0 $3.8M 0.02% $212.65 +15.0%
546 AA ALCOA CORP Basic Materials 72,807.0 $3.8M 0.02% +2K +2.3% $52.14 -1.6%
547 TEAM ATLASSIAN CORPORATION Technology 48,629.0 $3.8M 0.02% +3K +6.5% $77.79 +114.0%
548 SATS ECHOSTAR CORP Technology 37,261.0 $3.8M 0.02% -979.0 -2.6% $101.50 -15.9%
549 GEN GEN DIGITAL INC Technology 151,945.0 $3.8M 0.02% +10K +6.7% $24.89 +17.8%
550 BWA BORGWARNER INC Consumer Cyclical 56,858.0 $3.8M 0.02% -2K -3.2% $66.40 -2.0%
551 RNR RENAISSANCERE HLDGS LTD Financial Services 11,907.0 $3.8M 0.02% -766.0 -6.0% $316.90 +3.9%
552 REGCO REGENCY CTRS CORP 47,243.0 $3.8M 0.02% $79.74
553 TOST TOAST INC Technology 135,213.0 $3.8M 0.02% +9K +7.4% $27.82 +32.3%
554 SSNC SS&C TECH HLDGS Technology 60,587.0 $3.8M 0.02% +910.0 +1.5% $62.05 +33.7%
555 APTIV PLC 61,110.0 $3.8M 0.02% +2K +4.1% $61.38
556 LAMR LAMAR ADVERTISING CO Real Estate 23,981.0 $3.7M 0.02% +122.0 +0.5% $155.98 -2.6%
557 SN SHARKNINJA INC Consumer Cyclical 24,410.0 $3.7M 0.02% NEW $152.27 +20.7%
558 MOD MODINE MFG CO Consumer Cyclical 13,823.0 $3.7M 0.02% $267.02 -29.6%
559 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 15,288.0 $3.7M 0.02% +266.0 +1.8% $240.97 +8.0%
560 AIZ ASSURANT INC Financial Services 13,714.0 $3.7M 0.02% $268.53 +6.2%
Page 28 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%