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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 45 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 UFPI UFP INDUSTRIES INC Basic Materials 16,002.0 $1.5M 0.01% -346.0 -2.1% $92.12 -6.9%
882 SNEX STONEX GROUP INC Financial Services 18,271.0 $1.5M 0.01% +6K +49.3% $80.65 -8.8%
883 CHE CHEMED CORP NEW Healthcare 3,891.0 $1.5M 0.01% -166.0 -4.1% $377.74 +32.9%
884 AVTR AVANTOR INC Healthcare 187,280.0 $1.5M 0.01% -4K -2.1% $7.84 +42.0%
885 SR SPIRE INC Utilities 16,216.0 $1.5M 0.01% -244.0 -1.5% $90.54 -8.2%
886 VSNT VERSANT MEDIA GROUP INC Industrials 39,595.0 $1.5M 0.01% NEW $37.02 -4.3%
887 SON SONOCO PRODS CO Consumer Cyclical 27,097.0 $1.5M 0.01% -454.0 -1.6% $54.09 +4.0%
888 SWX SOUTHWEST GAS HLDGS INC Utilities 16,861.0 $1.5M 0.01% -323.0 -1.9% $86.90 +7.5%
889 ROAD CONSTRUCTION PARTNERS INC Industrials 13,170.0 $1.5M 0.01% $111.12 -7.8%
890 HWC HANCOCK WHITNEY CORPORATION Financial Services 22,967.0 $1.5M 0.01% -742.0 -3.1% $63.59 +17.7%
891 KRG KITE REALTY GROUP TRUST Real Estate 59,470.0 $1.5M 0.01% -2K -2.6% $24.55 +18.9%
892 NPO ENPRO INC Industrials 5,800.0 $1.5M 0.01% -85.0 -1.4% $250.65 +34.1%
893 TFX TELEFLEX INCORPORATED Healthcare 12,131.0 $1.5M 0.01% -189.0 -1.5% $119.61 +11.0%
894 AN AUTONATION INC Consumer Cyclical 7,419.0 $1.4M 0.01% -467.0 -5.9% $195.26 +5.0%
895 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 13,738.0 $1.4M 0.01% -287.0 -2.0% $105.40 +29.2%
896 VSAT VIASAT INC Technology 31,580.0 $1.4M 0.01% -194.0 -0.6% $45.80 +60.5%
897 RITM RITHM CAPITAL CORP Real Estate 152,371.0 $1.4M 0.01% +5K +3.0% $9.48 -5.0%
898 POWL POWELL INDS INC Industrials 2,667.0 $1.4M 0.01% $541.08 -55.0%
899 BKH BLACK HILLS CORP Utilities 20,736.0 $1.4M 0.01% +364.0 +1.8% $69.41 +8.4%
900 GVA GRANITE CONSTR INC Industrials 11,995.0 $1.4M 0.01% -247.0 -2.0% $119.88 +5.4%
Page 45 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%