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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 49 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ACIW ACI WORLDWIDE INC Technology 27,965.0 $1.4M 0.01% -350.0 -1.2% $50.29 +7.8%
962 LQDA LIQUIDIA CORPORATION Healthcare 17,627.0 $1.4M 0.01% +900.0 +5.4% $79.73 -12.3%
963 WSC WILLSCOT HLDGS CORP Industrials 48,656.0 $1.4M 0.01% -1K -2.6% $28.86 -27.4%
964 CELH CELSIUS HLDGS INC Consumer Defensive 47,848.0 $1.4M 0.01% +5K +12.6% $29.28 +12.7%
965 IRIDIUM COMMUNICATIONS INC 25,524.0 $1.4M 0.01% -371.0 -1.4% $54.85
966 ASB ASSOCIATED BANC-CORP Financial Services 45,494.0 $1.4M 0.01% $30.77 +0.1%
967 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 12,227.0 $1.4M 0.01% $114.41 -16.5%
968 APOGEE THERAPEUTICS INC 10,539.0 $1.4M 0.01% $132.73
969 OUTFRONT MEDIA INC 42,505.0 $1.4M 0.01% +1K +2.9% $32.76
970 CE CELANESE CORP DEL Basic Materials 30,234.0 $1.4M 0.01% $46.00 -2.5%
971 VVV VALVOLINE INC Energy 35,130.0 $1.4M 0.01% +2K +5.9% $39.54 -19.1%
972 PIPR PIPER SANDLER COMPANIES Financial Services 19,179.0 $1.4M 0.01% -257.0 -1.3% $72.34 +3.2%
973 RLI RLI CORP Financial Services 23,465.0 $1.4M 0.01% +762.0 +3.4% $59.07 +8.7%
974 BOOT BOOT BARN HLDGS INC Consumer Cyclical 8,394.0 $1.4M 0.01% $164.27 -5.3%
975 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 35,264.0 $1.4M 0.01% +633.0 +1.8% $39.05 +3.1%
976 WTM WHITE MTNS INS GROUP LTD Financial Services 664.0 $1.4M 0.01% -35.0 -5.0% $2073.39 +2.6%
977 CUZ COUSINS PPTYS INC Real Estate 45,846.0 $1.4M 0.01% -290.0 -0.6% $29.98 -1.6%
978 SYRE SPYRE THERAPEUTICS INC Healthcare 15,471.0 $1.4M 0.01% +2K +15.1% $88.78 +5.5%
979 PAYC PAYCOM SOFTWARE INC Technology 10,918.0 $1.4M 0.01% -3K -19.6% $125.68 +88.6%
980 AX AXOS FINANCIAL INC Financial Services 14,075.0 $1.4M 0.01% -730.0 -4.9% $97.39 -0.0%
Page 49 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%