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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 34 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ZION ZIONS BANCORPORATION NATL AS Financial Services 40,807.0 $2.8M 0.01% +254.0 +0.6% $69.19 -1.3%
662 CACI CACI INTL INC Technology 6,094.0 $2.8M 0.01% $463.26 +34.9%
663 SWKS SKYWORKS SOLUTIONS INC Technology 41,501.0 $2.8M 0.01% +319.0 +0.8% $67.80 -1.7%
664 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 49,088.0 $2.8M 0.01% -1K -2.1% $57.22 +14.7%
665 GWRE GUIDEWIRE SOFTWARE INC Technology 22,776.0 $2.8M 0.01% -568.0 -2.4% $123.05 +55.3%
666 CNH INDL N V 249,001.0 $2.8M 0.01% +12K +4.9% $11.23
667 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 39,976.0 $2.8M 0.01% +423.0 +1.1% $69.74 -12.0%
668 EHC ENCOMPASS HEALTH CORP Healthcare 27,432.0 $2.8M 0.01% -220.0 -0.8% $101.08 +19.5%
669 OGE OGE ENERGY CORP Utilities 56,945.0 $2.8M 0.01% +313.0 +0.6% $48.66 -4.3%
670 AHR AMERICAN HEALTHCARE REIT INC Real Estate 52,943.0 $2.8M 0.01% +4K +8.6% $52.15 +9.6%
671 GTLS CHART INDS INC Industrials 13,208.0 $2.8M 0.01% +82.0 +0.6% $208.94 +0.5%
672 BXP BXP INC Real Estate 41,582.0 $2.8M 0.01% +238.0 +0.6% $66.31 +6.0%
673 BLD TOPBUILD COR Industrials 7,766.0 $2.8M 0.01% +44.0 +0.6% $354.53 -0.0%
674 JKHY HENRY JACK & ASSOC INC Technology 19,913.0 $2.7M 0.01% +246.0 +1.2% $137.74 +25.2%
675 FIVE FIVE BELOW INC Consumer Cyclical 15,242.0 $2.7M 0.01% +92.0 +0.6% $179.79 +43.1%
676 R RYDER SYS INC Industrials 10,277.0 $2.7M 0.01% -814.0 -7.3% $263.77 -5.4%
677 SOUTHSTATE BK CORP 27,060.0 $2.7M 0.01% -550.0 -2.0% $99.90
678 COKE COCA COLA CONS INC Consumer Defensive 14,035.0 $2.7M 0.01% $190.92 +1.6%
679 AXSM AXSOME THERAPEUTICS INC. Healthcare 10,939.0 $2.7M 0.01% +1K +14.0% $244.77 -15.4%
680 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 32,843.0 $2.7M 0.01% -748.0 -2.2% $81.51 +9.3%
Page 34 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%