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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 55 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 REZI RESIDEO TECHNOLOGIES INC Industrials 37,560.0 $1.2M 0.01% +567.0 +1.5% $31.10 -35.8%
1082 SXI STANDEX INTL CORP Industrials 3,260.0 $1.2M 0.01% -68.0 -2.0% $357.67 -15.2%
1083 LMND LEMONADE INC Financial Services 17,915.0 $1.2M 0.01% +646.0 +3.7% $65.05 -17.1%
1084 LIFE360 INC 21,023.0 $1.2M 0.01% -511.0 -2.4% $55.36
1085 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 251,209.0 $1.2M 0.01% +2K +0.9% $4.62 -26.8%
1086 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 33,024.0 $1.2M 0.01% -364.0 -1.1% $35.09 +0.4%
1087 GSAT GLOBALSTAR INC Communication Services 14,193.0 $1.2M 0.01% +258.0 +1.9% $81.29 +0.9%
1088 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 22,536.0 $1.1M 0.01% +144.0 +0.6% $50.99 -4.3%
1089 MIR MIRION TECHNOLOGIES INC Industrials 64,064.0 $1.1M 0.01% -574.0 -0.9% $17.93 -17.2%
1090 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 30,415.0 $1.1M 0.01% +342.0 +1.1% $37.76 +15.2%
1091 AXTI AXT INC Technology 15,928.0 $1.1M 0.01% +2K +10.4% $72.08 -7.2%
1092 PI IMPINJ INC Technology 7,984.0 $1.1M 0.01% +128.0 +1.6% $143.23 +17.5%
1093 FELE FRANKLIN ELEC INC Industrials 10,663.0 $1.1M 0.01% +271.0 +2.6% $107.19 -4.7%
1094 MMSI MERIT MED SYS INC Healthcare 16,459.0 $1.1M 0.01% +174.0 +1.1% $69.34 +29.1%
1095 INTERNATIONAL BANCSHARES COR 15,012.0 $1.1M 0.01% -355.0 -2.3% $75.95
1096 CDP COPT DEFENSE PROPERTIES Real Estate 31,285.0 $1.1M 0.01% +189.0 +0.6% $36.39 +2.4%
1097 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 21,822.0 $1.1M 0.01% -986.0 -4.3% $52.17 -0.9%
1098 MDU MDU RES GROUP INC Industrials 53,660.0 $1.1M 0.01% +328.0 +0.6% $21.21 -4.9%
1099 SRRK SCHOLAR ROCK HLDG CORP Healthcare 20,605.0 $1.1M 0.01% +3K +20.1% $55.00 +7.7%
1100 VNT VONTIER CORPORATION Technology 39,072.0 $1.1M 0.01% -784.0 -2.0% $29.00 +14.2%
Page 55 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%