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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 50 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MIRM MIRUM PHARMACEUTICALS INC Healthcare 11,655.0 $1.4M 0.01% +1K +12.6% $117.07 -14.8%
982 LPX LOUISIANA PAC CORP Basic Materials 17,346.0 $1.4M 0.01% +130.0 +0.8% $78.66 -10.1%
983 SNAP SNAP INC Communication Services 306,826.0 $1.4M 0.01% +14K +4.9% $4.44 +20.0%
984 SHC SOTERA HEALTH CO Healthcare 76,716.0 $1.4M 0.01% +18K +31.1% $17.75 +9.7%
985 SBRA SABRA HEALTH CARE REIT INC Real Estate 69,574.0 $1.4M 0.01% +1K +1.6% $19.51 +6.1%
986 DIOD DIODES INC Technology 12,377.0 $1.4M 0.01% -364.0 -2.9% $109.44 -17.0%
987 QLYS QUALYS INC Technology 9,844.0 $1.4M 0.01% $137.49 +37.2%
988 VIRT VIRTU FINL INC Financial Services 22,701.0 $1.4M 0.01% +535.0 +2.4% $59.57 +12.5%
989 XENE XENON PHARMACEUTICALS INC Healthcare 22,382.0 $1.4M 0.01% +513.0 +2.4% $60.36 +2.6%
990 MARA MARA HOLDINGS INC Financial Services 97,107.0 $1.3M 0.01% $13.89 -14.5%
991 SLM SLM CORP Financial Services 51,943.0 $1.3M 0.01% -1K -2.0% $25.94 +3.2%
992 MTN VAIL RESORTS INC Consumer Cyclical 9,832.0 $1.3M 0.01% $136.15 +6.2%
993 OGS ONE GAS INC Utilities 17,318.0 $1.3M 0.01% +834.0 +5.1% $77.07 +3.3%
994 Z ZILLOW GROUP INC Communication Services 42,318.0 $1.3M 0.01% -3K -7.1% $31.52 +12.4%
995 HRB BLOCK H & R INC Consumer Cyclical 34,977.0 $1.3M 0.01% +239.0 +0.7% $38.08 +37.9%
996 MC MOELIS & CO Financial Services 20,263.0 $1.3M 0.01% $65.42 +4.9%
997 BSY BENTLEY SYS INC Technology 44,274.0 $1.3M 0.01% $29.89 +25.8%
998 SAIC SCIENCE APPLICATIONS INTL CO Technology 11,981.0 $1.3M 0.01% -415.0 -3.4% $110.41 +16.8%
999 AN AUTONATION INC Consumer Cyclical 7,104.0 $1.3M 0.01% -315.0 -4.2% $185.79 +7.0%
1000 NE NOBLE CORP PLC Energy 35,142.0 $1.3M 0.01% +237.0 +0.7% $37.30 +25.3%
Page 50 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%