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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 60 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 KN KNOWLES CORP Technology 23,600.0 $979K 0.01% +202.0 +0.9% $41.48 -15.7%
1182 TDS TELEPHONE & DATA SYS INC Communication Services 26,398.0 $977K 0.01% -2K -6.3% $37.01 -10.4%
1183 FFBC 1ST FINL BANCORP Financial Services 28,858.0 $976K 0.01% +152.0 +0.5% $33.83 -3.3%
1184 SEDG SOLAREDGE TECHNOLOGIES INC Energy 16,657.0 $973K 0.01% +231.0 +1.4% $58.44 -42.7%
1185 CHEF CHEFS WHSE INC Consumer Defensive 10,127.0 $973K 0.01% +70.0 +0.7% $96.10 +15.8%
1186 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 14,497.0 $973K 0.01% $67.12 -6.0%
1187 OGN ORGANON & CO Healthcare 71,829.0 $973K 0.01% +417.0 +0.6% $13.54 +1.6%
1188 SEI SOLARIS ENERGY INFRAS INC Energy 12,078.0 $972K 0.01% $80.46 -34.3%
1189 GFF GRIFFON CORP Industrials 9,961.0 $971K 0.01% -283.0 -2.8% $97.53 +1.7%
1190 CRC CALIFORNIA RES CORP Energy 18,364.0 $971K 0.01% $52.87 +0.1%
1191 NHI NATIONAL HEALTH INVS INC Real Estate 12,703.0 $969K 0.01% -385.0 -2.9% $76.26 -4.9%
1192 DORM DORMAN PRODS INC Consumer Cyclical 7,076.0 $966K 0.01% -54.0 -0.8% $136.45 -6.0%
1193 HAE HAEMONETICS CORP MASS Healthcare 12,823.0 $962K 0.01% $75.00 +40.0%
1194 NSIT INSIGHT ENTERPRISES INC Technology 7,885.0 $960K 0.01% -199.0 -2.5% $121.80 +28.3%
1195 ICUI ICU MED INC Healthcare 6,551.0 $960K 0.01% +109.0 +1.7% $146.60 +19.4%
1196 QS QUANTUMSCAPE CORP Consumer Cyclical 126,992.0 $960K 0.01% +12K +10.5% $7.56 -22.0%
1197 PENG PENGUIN SOLUTIONS INC Technology 12,602.0 $958K 0.01% -1K -8.1% $76.01 -31.0%
1198 DNLI DENALI THERAPEUTICS INC Healthcare 37,196.0 $957K 0.01% -957.0 -2.5% $25.72 -4.1%
1199 KFY KORN FERRY Industrials 14,317.0 $953K 0.01% $66.58 +27.1%
1200 CPRX CATALYST PHARMACEUTICALS INC Healthcare 30,328.0 $953K 0.01% -2K -5.0% $31.43 +0.2%
Page 60 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%