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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $17.1B AUM 2,051 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 172 Added 1660 Reduced 60 Exited
Page 40 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 TKR TIMKEN CO Industrials 18,179.0 $1.8M 0.01% -234.0 -1.3% $100.57 +39.7%
782 JBT MAREL CORPORATION 14,281.0 $1.8M 0.01% -229.0 -1.6% $127.87
783 ULS UL SOLUTIONS INC Industrials 21,233.0 $1.8M 0.01% +246.0 +1.2% $85.71 -0.1%
784 FSS FEDERAL SIGNAL CORP Industrials 16,712.0 $1.8M 0.01% -273.0 -1.6% $108.14 +9.1%
785 DOCN DIGITALOCEAN HLDGS INC Technology 21,051.0 $1.8M 0.01% +2K +8.7% $85.78 +53.6%
786 RIG TRANSOCEAN LTD Energy 272,287.0 $1.8M 0.01% -4K -1.4% $6.63 -19.8%
787 CRBG COREBRIDGE FINL INC Financial Services 75,406.0 $1.8M 0.01% -3K -4.2% $23.86 +29.1%
788 PB PROSPERITY BANCSHARES INC Financial Services 26,777.0 $1.8M 0.01% +379.0 +1.4% $67.18 +7.7%
789 CBSH COMMERCE BANCSHARES INC Financial Services 36,561.0 $1.8M 0.01% -456.0 -1.2% $49.20 +18.9%
790 UEC URANIUM ENERGY CORP Energy 132,859.0 $1.8M 0.01% -797.0 -0.6% $13.50 -27.4%
791 VOYA VOYA FINANCIAL INC Financial Services 26,140.0 $1.8M 0.01% -632.0 -2.4% $68.32 +41.4%
792 ORA ORMAT TECHNOLOGIES INC Utilities 15,860.0 $1.8M 0.01% -250.0 -1.6% $111.92 -8.0%
793 HXL HEXCEL CORP NEW Industrials 21,866.0 $1.8M 0.01% -577.0 -2.6% $80.93 +35.3%
794 BROS DUTCH BROS INC Consumer Cyclical 34,886.0 $1.8M 0.01% $50.66 +25.2%
795 PCOR PROCORE TECHNOLOGIES INC Technology 30,936.0 $1.8M 0.01% -660.0 -2.1% $57.00 -27.4%
796 ENS ENERSYS Industrials 10,146.0 $1.8M 0.01% -280.0 -2.7% $173.72 +15.0%
797 CART MAPLEBEAR INC Consumer Cyclical 46,872.0 $1.8M 0.01% +304.0 +0.7% $37.46 +13.2%
798 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 42,504.0 $1.8M 0.01% -710.0 -1.6% $41.27 +34.4%
799 TRNO TERRENO RLTY CORP Real Estate 28,404.0 $1.7M 0.01% -383.0 -1.3% $61.42 +17.6%
800 JHG JANUS HENDERSON GROUP PLC Financial Services 33,944.0 $1.7M 0.01% -620.0 -1.8% $51.37 +1.1%
Page 40 of 103  ·  2,051 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 32.3%
Financial Services 11.5%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 9.9%
Industrials 9.5%
Consumer Defensive 5.1%
Energy 4.3%
Utilities 2.9%
Real Estate 2.4%