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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 37 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VICR VICOR CORP Technology 6,499.0 $2.5M 0.01% +169.0 +2.7% $379.78 -48.1%
722 PRI PRIMERICA INC Financial Services 8,663.0 $2.5M 0.01% -117.0 -1.3% $284.20 +5.9%
723 GLOBUS MED INC 31,077.0 $2.5M 0.01% +252.0 +0.8% $79.01
724 NNN NNN REIT INC Real Estate 52,497.0 $2.4M 0.01% +354.0 +0.7% $46.53 -1.9%
725 SEIC SEI INVTS CO Financial Services 27,829.0 $2.4M 0.01% -757.0 -2.6% $87.71 +26.3%
726 AAON AAON INC Industrials 19,196.0 $2.4M 0.01% +161.0 +0.8% $126.86 -37.1%
727 RRC RANGE RES CORP Energy 64,977.0 $2.4M 0.01% $37.19 +11.7%
728 ALGM ALLEGRO MICROSYSTEMS INC Technology 34,511.0 $2.4M 0.01% -1K -3.0% $69.62 -47.0%
729 DAR DARLING INGREDIENTS INC Consumer Defensive 43,798.0 $2.4M 0.01% +340.0 +0.8% $54.62 +14.4%
730 DOCU DOCUSIGN INC Technology 53,648.0 $2.4M 0.01% -1K -2.5% $44.42 +33.6%
731 SSD SIMPSON MFG INC Industrials 11,367.0 $2.4M 0.01% $209.35 -11.7%
732 ENS ENERSYS Industrials 10,168.0 $2.4M 0.01% $233.82 -17.5%
733 WAL WESTERN ALLIANCE BANCORP Financial Services 28,803.0 $2.4M 0.01% $82.20 -3.2%
734 AMG AFFILIATED MANAGERS GROUP Financial Services 6,995.0 $2.4M 0.01% -732.0 -9.5% $338.40 +9.5%
735 QBTS D-WAVE QUANTUM INC Technology 98,664.0 $2.4M 0.01% +3K +3.5% $23.99 -27.0%
736 FCFS FIRSTCASH HOLDINGS INC Financial Services 10,923.0 $2.4M 0.01% $216.32 +1.6%
737 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 49,417.0 $2.4M 0.01% -7K -12.3% $47.81 -9.1%
738 IT GARTNER INC Technology 18,162.0 $2.4M 0.01% -1K -7.3% $129.62 +48.9%
739 MTCH MATCH GROUP INC NEW Communication Services 60,984.0 $2.3M 0.01% -618.0 -1.0% $38.05 +10.6%
740 VOYA VOYA FINANCIAL INC Financial Services 25,596.0 $2.3M 0.01% -544.0 -2.1% $90.53 +12.2%
Page 37 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%