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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 58 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CC CHEMOURS CO Basic Materials 41,172.0 $907K 0.01% -1K -2.6% $22.03 -17.2%
1142 KFY KORN FERRY Industrials 14,348.0 $903K 0.01% -161.0 -1.1% $62.95 +24.1%
1143 CENX CENTURY ALUM CO Basic Materials 15,382.0 $903K 0.01% -281.0 -1.8% $58.69 -22.8%
1144 AVA AVISTA CORP Utilities 22,356.0 $897K 0.01% -288.0 -1.3% $40.14 +5.2%
1145 COLD AMERICOLD REALTY TRUST INC Real Estate 78,300.0 $897K 0.01% $11.46 +33.5%
1146 BILL BILL HOLDINGS INC Technology 23,401.0 $896K 0.01% -659.0 -2.7% $38.30 +9.4%
1147 WHD CACTUS INC Energy 18,912.0 $896K 0.01% -175.0 -0.9% $47.37 +18.2%
1148 EXPO EXPONENT INC Industrials 13,703.0 $894K 0.01% -327.0 -2.3% $65.25 -6.9%
1149 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 24,574.0 $893K 0.01% -440.0 -1.8% $36.32 +130.5%
1150 GNW GENWORTH FINL INC Financial Services 109,701.0 $891K 0.01% -4K -3.8% $8.12 +23.2%
1151 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 29,150.0 $888K 0.01% NEW $30.48 +32.7%
1152 TMDX TRANSMEDICS GROUP INC Healthcare 8,918.0 $887K 0.01% -199.0 -2.2% $99.41 -28.4%
1153 COGT COGENT BIOSCIENCES INC Healthcare 23,023.0 $886K 0.01% -321.0 -1.4% $38.49 +2.7%
1154 PJT PJT PARTNERS INC Financial Services 6,342.0 $886K 0.01% -75.0 -1.2% $139.72 +17.5%
1155 NATL NCR ATLEOS CORPORATION Technology 20,319.0 $886K 0.01% -125.0 -0.6% $43.58 +9.7%
1156 CATY CATHAY GEN BANCORP Financial Services 17,754.0 $885K 0.01% -543.0 -3.0% $49.86 +23.1%
1157 APOGEE THERAPEUTICS INC 10,510.0 $885K 0.01% +2K +19.9% $84.17
1158 MHO M/I HOMES INC Consumer Cyclical 7,182.0 $879K 0.01% -202.0 -2.7% $122.45 +21.6%
1159 LIFE360 INC 21,534.0 $879K 0.01% -128.0 -0.6% $40.82
1160 PVH PVH CORPORATION Consumer Cyclical 12,587.0 $878K 0.01% -784.0 -5.9% $69.76 +14.8%
Page 58 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%