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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 38 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 COMP COMPASS INC Technology 187,859.0 $2.3M 0.01% +11K +6.4% $12.33 -7.7%
742 SNEX STONEX GROUP INC Financial Services 19,543.0 $2.3M 0.01% +1K +7.0% $118.50 -41.6%
743 IDA IDACORP INC Utilities 15,289.0 $2.3M 0.01% +431.0 +2.9% $151.30 -8.7%
744 FDS FACTSET RESH SYS INC Financial Services 10,052.0 $2.3M 0.01% -141.0 -1.4% $230.08 +28.4%
745 PB PROSPERITY BANCSHARES INC Financial Services 31,665.0 $2.3M 0.01% +5K +18.2% $73.03 +0.1%
746 POWL POWELL INDS INC Industrials 8,041.0 $2.3M 0.01% +5K +201.5% $286.36 -33.0%
747 CORT CORCEPT THERAPEUTICS INC Healthcare 26,417.0 $2.3M 0.01% +414.0 +1.6% $86.95 +37.8%
748 PL PLANET LABS PBC Industrials 68,998.0 $2.3M 0.01% +705.0 +1.0% $33.13 -36.1%
749 ALKS ALKERMES PLC Healthcare 43,580.0 $2.3M 0.01% +494.0 +1.1% $52.40 -6.2%
750 MANH MANHATTAN ASSOCIATES INC Technology 16,346.0 $2.3M 0.01% -206.0 -1.2% $139.25 +55.0%
751 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 42,994.0 $2.3M 0.01% +286.0 +0.7% $52.85 +0.2%
752 TEX TEREX CORP NEW Industrials 31,373.0 $2.3M 0.01% +210.0 +0.7% $72.39 -9.7%
753 AUR AURORA INNOVATION INC Technology 330,647.0 $2.3M 0.01% +2K +0.5% $6.82 -15.5%
754 HSIC SCHEIN HENRY INC Healthcare 26,903.0 $2.2M 0.01% -2K -7.6% $83.52 +8.2%
755 FR FIRST INDL RLTY TR INC Real Estate 36,580.0 $2.2M 0.01% +207.0 +0.6% $61.31 +2.5%
756 TGTX TG THERAPEUTICS INC Healthcare 40,758.0 $2.2M 0.01% -669.0 -1.6% $54.94 +0.2%
757 PLXS PLEXUS CORP Technology 7,391.0 $2.2M 0.01% +40.0 +0.5% $300.67 -18.7%
758 VNOM VIPER ENERGY INC Energy 52,276.0 $2.2M 0.01% +312.0 +0.6% $42.40 +4.3%
759 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 4,114.0 $2.2M 0.01% +60.0 +1.5% $536.95 +0.4%
760 SFM SPROUTS FMRS MKT INC Consumer Defensive 26,096.0 $2.2M 0.01% -649.0 -2.4% $84.58 +2.7%
Page 38 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%