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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 60 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CALX CALIX INC Technology 17,297.0 $847K 0.01% $48.99 -26.8%
1182 ITGR INTEGER HLDGS CORP Healthcare 9,626.0 $847K 0.01% -68.0 -0.7% $88.00 +9.7%
1183 SRRK SCHOLAR ROCK HLDG CORP Healthcare 17,163.0 $844K 0.01% -326.0 -1.9% $49.16 -1.7%
1184 INSW INTERNATIONAL SEAWAYS INC Energy 11,535.0 $841K 0.01% -172.0 -1.5% $72.88 +22.0%
1185 SHC SOTERA HEALTH CO Healthcare 58,515.0 $839K 0.01% -830.0 -1.4% $14.34 +20.6%
1186 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 43,789.0 $839K 0.01% -2K -3.4% $19.15 -12.8%
1187 SEDG SOLAREDGE TECHNOLOGIES INC Energy 16,426.0 $839K 0.01% -319.0 -1.9% $51.05 -6.2%
1188 CSTM CONSTELLIUM SE Basic Materials 34,093.0 $838K 0.01% -942.0 -2.7% $24.58 +19.3%
1189 HWKN HAWKINS INC Basic Materials 5,452.0 $837K 0.01% -101.0 -1.8% $153.60 -6.8%
1190 FIRST HAWAIIAN INC 33,983.0 $837K 0.01% -546.0 -1.6% $24.64
1191 APLS APELLIS PHARMACEUTICALS INC Healthcare 20,813.0 $837K 0.01% -197.0 -0.9% $40.23 +2.0%
1192 LEU CENTRUS ENERGY CORP Energy 4,806.0 $834K 0.01% -28.0 -0.6% $173.59 +0.4%
1193 ICUI ICU MED INC Healthcare 6,442.0 $832K 0.01% -161.0 -2.4% $129.15 +21.9%
1194 NIC NICOLET BANKSHARES INC Financial Services 5,598.0 $832K 0.01% +2K +49.3% $148.62 +12.9%
1195 CNK CINEMARK HLDGS INC Communication Services 29,052.0 $829K 0.01% +600.0 +2.1% $28.52 +13.1%
1196 ZETA ZETA GLOBAL HOLDINGS CORP Technology 51,902.0 $826K 0.01% +2K +3.1% $15.92 +33.1%
1197 MSGE SPHERE ENTERTAINMENT CO Communication Services 7,036.0 $826K 0.01% -60.0 -0.8% $117.40 -33.4%
1198 MTRN MATERION CORP Basic Materials 5,699.0 $824K 0.01% -85.0 -1.5% $144.65 +73.3%
1199 KD KYNDRYL HLDGS INC Technology 62,782.0 $824K 0.01% -1K -2.0% $13.12 -11.2%
1200 TERN TERNS PHARMACEUTICALS INC Healthcare 15,624.0 $824K 0.01% NEW $52.72 +0.4%
Page 60 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%