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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 40 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 41,607.0 $2.1M 0.01% +220.0 +0.5% $50.53 -2.6%
782 ALV AUTOLIV INC Consumer Cyclical 18,075.0 $2.1M 0.01% -2K -8.8% $116.17 +6.3%
783 UHS UNIVERSAL HLTH SVCS INC Healthcare 14,098.0 $2.1M 0.01% -911.0 -6.1% $148.69 +20.2%
784 CRUS CIRRUS LOGIC INC Technology 14,074.0 $2.1M 0.01% $148.53 -25.7%
785 JBT MAREL CORPORATION 14,362.0 $2.1M 0.01% +81.0 +0.6% $145.00
786 HXL HEXCEL CORP NEW Industrials 20,804.0 $2.1M 0.01% -1K -4.9% $100.06 -5.4%
787 THG HANOVER INS GROUP INC Financial Services 9,710.0 $2.1M 0.01% -65.0 -0.7% $214.12 +6.7%
788 AM ANTERO MIDSTREAM CORP Energy 91,376.0 $2.1M 0.01% -7K -6.9% $22.75 -0.7%
789 TTD THE TRADE DESK INC Technology 114,873.0 $2.1M 0.01% -5K -4.0% $18.08 -27.9%
790 REXR REXFORD INDL RLTY INC Real Estate 61,952.0 $2.1M 0.01% -2K -3.1% $33.50 +11.3%
791 ULS UL SOLUTIONS INC Industrials 20,301.0 $2.1M 0.01% -932.0 -4.4% $101.86 -26.3%
792 OKLO OKLO INC Utilities 39,512.0 $2.1M 0.01% +9K +31.3% $52.33 -20.5%
793 DVA DAVITA INC Healthcare 9,216.0 $2.1M 0.01% -1K -13.6% $222.48 -19.1%
794 UGI UGI CORP NEW Utilities 59,225.0 $2.0M 0.01% $34.54 +11.3%
795 WYNN WYNN RESORTS LTD Consumer Cyclical 20,862.0 $2.0M 0.01% -2K -8.7% $97.09 +0.1%
796 LUMN LUMEN TECHNOLOGIES INC Communication Services 262,872.0 $2.0M 0.01% -5K -1.8% $7.68 -20.7%
797 EAT BRINKER INTL INC Consumer Cyclical 12,017.0 $2.0M 0.01% -196.0 -1.6% $168.00 +43.4%
798 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 33,276.0 $2.0M 0.01% $60.67 +22.4%
799 HLI HOULIHAN LOKEY INC Financial Services 15,025.0 $2.0M 0.01% $134.13 -3.2%
800 AXTA AXALTA COATING SYS LTD Basic Materials 58,876.0 $2.0M 0.01% $34.22 +7.0%
Page 40 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%