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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 45 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HWC HANCOCK WHITNEY CORPORATION Financial Services 22,501.0 $1.7M 0.01% -466.0 -2.0% $74.72 +0.4%
882 CHE CHEMED CORP NEW Healthcare 3,609.0 $1.7M 0.01% -282.0 -7.2% $465.74 +11.7%
883 VSEC VSE CORP Industrials 7,354.0 $1.7M 0.01% -167.0 -2.2% $228.50 -3.3%
884 MTG MGIC INVT CORP WIS Financial Services 59,351.0 $1.7M 0.01% -2K -3.4% $28.20 +10.2%
885 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 15,073.0 $1.7M 0.01% -508.0 -3.3% $111.03 +1.4%
886 CWST CASELLA WASTE SYS INC Industrials 17,253.0 $1.7M 0.01% $96.97 -4.1%
887 TEM TEMPUS AI INC Healthcare 28,867.0 $1.7M 0.01% +3K +13.3% $57.93 +22.0%
888 AUB ATLANTIC UN BANKSHARES CORP Financial Services 39,473.0 $1.7M 0.01% +307.0 +0.8% $42.31 -3.5%
889 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 42,858.0 $1.7M 0.01% -5K -9.9% $38.96 +6.9%
890 LNC LINCOLN NATL CORP IND Financial Services 47,206.0 $1.7M 0.01% +252.0 +0.5% $35.35 +23.1%
891 MTRN MATERION CORP Basic Materials 5,596.0 $1.7M 0.01% -103.0 -1.8% $297.39 -17.2%
892 POR PORTLAND GEN ELEC CO Utilities 31,933.0 $1.7M 0.01% +1K +3.3% $51.83 -3.8%
893 GATX GATX CORP Industrials 9,312.0 $1.6M 0.01% $177.19 +0.7%
894 INGR INGREDION INC Consumer Defensive 17,368.0 $1.6M 0.01% $94.71 +9.3%
895 NEU NEWMARKET CORP Basic Materials 2,074.0 $1.6M 0.01% -126.0 -5.7% $791.24 +16.7%
896 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 29,762.0 $1.6M 0.01% -3K -9.8% $54.90 -17.5%
897 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 39,782.0 $1.6M 0.01% +412.0 +1.1% $40.84 +8.6%
898 MTDR MATADOR RES CO Energy 32,570.0 $1.6M 0.01% $49.78 +14.0%
899 U HAUL HOLDING COMPANY 27,999.0 $1.6M 0.01% -1K -3.7% $57.70
900 WFRD WEATHERFORD INTL PLC Energy 19,789.0 $1.6M 0.01% $81.50 +12.8%
Page 45 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%