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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 43 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MOS MOSAIC CO Basic Materials 87,609.0 $1.9M 0.01% +489.0 +0.6% $21.19 +10.7%
842 LKQ LKQ CORP Consumer Cyclical 70,420.0 $1.9M 0.01% $26.33 -1.7%
843 GBCI GLACIER BANCORP INC NEW Financial Services 35,901.0 $1.9M 0.01% +210.0 +0.6% $51.58 -9.6%
844 NOV NOV INC Energy 99,446.0 $1.8M 0.01% -744.0 -0.7% $18.55 +9.5%
845 HR HEALTHCARE RLTY TR Real Estate 91,445.0 $1.8M 0.01% $20.17 -5.3%
846 FAF FIRST AMERN FINL CORP Financial Services 26,817.0 $1.8M 0.01% -1K -4.2% $68.59 +7.2%
847 ORA ORMAT TECHNOLOGIES INC Utilities 16,790.0 $1.8M 0.01% +930.0 +5.9% $108.90 -4.1%
848 MRCY MERCURY SYS INC Industrials 14,904.0 $1.8M 0.01% $122.33 -27.1%
849 STANDARDAERO INC 60,870.0 $1.8M 0.01% +7K +12.4% $29.91
850 IESC IES HOLDINGS INC Industrials 2,474.0 $1.8M 0.01% $734.66 -54.8%
851 FOX FOX CORP 38,655.0 $1.8M 0.01% -3K -7.1% $46.84
852 ACMR ACM RESH INC Technology 14,238.0 $1.8M 0.01% -558.0 -3.8% $126.89 -37.2%
853 AVTR AVANTOR INC Healthcare 181,895.0 $1.8M 0.01% -5K -2.9% $9.90 +47.8%
854 ETSY INC 23,902.0 $1.8M 0.01% -512.0 -2.1% $75.33
855 VSH VISHAY INTERTECHNOLOGY INC Technology 33,362.0 $1.8M 0.01% +3K +9.2% $53.78 -41.9%
856 JXN JACKSON FINANCIAL INC Financial Services 17,479.0 $1.8M 0.01% -1K -6.4% $102.39 +30.0%
857 CHRD CHORD ENERGY CORPORATION Energy 15,641.0 $1.8M 0.01% $114.30 +22.0%
858 MAC MACERICH CO Real Estate 70,823.0 $1.8M 0.01% +507.0 +0.7% $25.19 -3.9%
859 CORZ CORE SCIENTIFIC INC NEW Technology 69,666.0 $1.8M 0.01% +2K +2.2% $25.59 -28.8%
860 CAG CONAGRA BRANDS INC Consumer Defensive 132,015.0 $1.8M 0.01% $13.46 +18.3%
Page 43 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%