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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 46 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 53,350.0 $1.6M 0.01% $30.18 -1.8%
902 TWST TWIST BIOSCIENCE CORP Healthcare 15,649.0 $1.6M 0.01% -930.0 -5.6% $102.88 +48.8%
903 ACLS AXCELIS TECHNOLOGIES INC Technology 8,479.0 $1.6M 0.01% +46.0 +0.6% $189.45 -35.4%
904 ABCB AMERIS BANCORP Financial Services 17,794.0 $1.6M 0.01% $90.26 -5.4%
905 GXO GXO LOGISTICS INCORPORATED Industrials 31,653.0 $1.6M 0.01% +185.0 +0.6% $50.70 -5.4%
906 SIGI SELECTIVE INS GROUP INC Financial Services 16,519.0 $1.6M 0.01% $97.01 -4.9%
907 RYN RAYONIER INC Real Estate 75,072.0 $1.6M 0.01% -4K -4.7% $21.28 -3.1%
908 NOVT NOVANTA INC Technology 9,846.0 $1.6M 0.01% $162.24 -10.8%
909 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 65,137.0 $1.6M 0.01% $24.44 -8.2%
910 STWD STARWOOD PPTY TR INC Real Estate 97,167.0 $1.6M 0.01% $16.38 -2.7%
911 KRG KITE REALTY GROUP TRUST Real Estate 56,028.0 $1.6M 0.01% -3K -5.8% $28.38 -8.4%
912 CROX CROCS INC Consumer Cyclical 13,168.0 $1.6M 0.01% -1K -7.7% $120.64 +0.9%
913 PTCT PTC THERAPEUTICS INC Healthcare 19,446.0 $1.6M 0.01% -402.0 -2.0% $81.57 -12.0%
914 ESNT ESSENT GROUP LTD Financial Services 24,643.0 $1.6M 0.01% -2K -7.2% $64.28 +7.8%
915 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 18,873.0 $1.6M 0.01% -973.0 -4.9% $83.48 +9.6%
916 ENVA ENOVA INTL INC Financial Services 6,539.0 $1.6M 0.01% -334.0 -4.9% $240.73 -1.4%
917 ROAD CONSTRUCTION PARTNERS INC Industrials 13,235.0 $1.6M 0.01% $118.77 -3.4%
918 LW LAMB WESTON HLDGS INC Consumer Defensive 36,193.0 $1.6M 0.01% $43.18 +26.9%
919 BKH BLACK HILLS CORP Utilities 20,986.0 $1.6M 0.01% +250.0 +1.2% $74.40 -1.3%
920 NJR NEW JERSEY RES CORP Utilities 27,826.0 $1.6M 0.01% +154.0 +0.6% $56.04 -4.0%
Page 46 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%