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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 46 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 NXST NEXSTAR MEDIA GROUP INC Communication Services 7,913.0 $1.4M 0.01% -72.0 -0.9% $180.83 -1.3%
902 CNX CNX RES CORP Energy 37,045.0 $1.4M 0.01% -2K -6.3% $38.55 -9.4%
903 ACA ARCOSA INC Industrials 13,452.0 $1.4M 0.01% -195.0 -1.4% $106.14 +36.5%
904 BIO BIO RAD LABS INC Healthcare 5,118.0 $1.4M 0.01% -99.0 -1.9% $278.75 +12.0%
905 MHK MOHAWK INDS INC Consumer Cyclical 14,439.0 $1.4M 0.01% -284.0 -1.9% $98.46 +9.2%
906 OGS ONE GAS INC Utilities 16,484.0 $1.4M 0.01% -246.0 -1.5% $86.13 -6.9%
907 VNT VONTIER CORPORATION Technology 39,856.0 $1.4M 0.01% -1K -2.5% $35.47 -15.3%
908 LYFT LYFT INC Technology 106,059.0 $1.4M 0.01% -3K -2.5% $13.30 +3.8%
909 NEU NEWMARKET CORP Basic Materials 2,200.0 $1.4M 0.01% -47.0 -2.1% $640.95 +18.4%
910 ST SENSATA TECHNOLOGIES HLDG PL Technology 40,004.0 $1.4M 0.01% -591.0 -1.5% $35.22 +29.9%
911 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 53,261.0 $1.4M 0.01% -2K -3.4% $26.43 +12.9%
912 AUB ATLANTIC UN BANKSHARES CORP Financial Services 39,166.0 $1.4M 0.01% -615.0 -1.6% $35.74 +16.2%
913 STANDARDAERO INC 54,166.0 $1.4M 0.01% +13K +31.3% $25.83
914 ABCB AMERIS BANCORP Financial Services 17,830.0 $1.4M 0.01% -275.0 -1.5% $77.99 +13.1%
915 VSEC VSE CORP Industrials 7,521.0 $1.4M 0.01% +1K +22.8% $184.40 +5.4%
916 LNTH LANTHEUS HLDGS INC Healthcare 18,215.0 $1.4M 0.01% -758.0 -4.0% $75.85 +36.6%
917 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,291.0 $1.4M 0.01% -68.0 -1.6% $321.40 +25.9%
918 AVT AVNET INC Technology 22,339.0 $1.4M 0.01% -283.0 -1.2% $61.62 +47.1%
919 QBTS D-WAVE QUANTUM INC Technology 95,377.0 $1.4M 0.01% +3K +3.6% $14.43 +19.3%
920 TGTX TG THERAPEUTICS INC Healthcare 41,427.0 $1.4M 0.01% -497.0 -1.2% $33.22 +60.8%
Page 46 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%