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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 64 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CENX CENTURY ALUM CO Basic Materials 18,434.0 $848K 0.00% +3K +19.8% $46.01 -0.3%
1262 RHI ROBERT HALF INC. Industrials 27,548.0 $846K 0.00% -269.0 -1.0% $30.70 +46.5%
1263 SMG SCOTTS MIRACLE-GRO CO Basic Materials 12,412.0 $845K 0.00% -341.0 -2.7% $68.11 -11.0%
1264 RUN SUNRUN INC Energy 63,086.0 $844K 0.00% -651.0 -1.0% $13.38 -32.3%
1265 BEAM BEAM THERAPEUTICS INC Healthcare 24,592.0 $844K 0.00% -493.0 -2.0% $34.32 -11.2%
1266 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 17,765.0 $837K 0.00% -550.0 -3.0% $47.13 -9.5%
1267 INSW INTERNATIONAL SEAWAYS INC Energy 10,911.0 $836K 0.00% -624.0 -5.4% $76.59 +29.6%
1268 SMR NUSCALE PWR CORP Utilities 82,628.0 $829K 0.00% +36K +77.3% $10.03 -2.7%
1269 MGEE MGE ENERGY INC Utilities 10,141.0 $827K 0.00% +103.0 +1.0% $81.54 -3.9%
1270 ACHR ARCHER AVIATION INC Industrials 174,624.0 $826K 0.00% +5K +3.1% $4.73 +25.4%
1271 ORKA ORUKA THERAPEUTICS INC Healthcare 8,671.0 $825K 0.00% +3K +45.0% $95.17 +1.4%
1272 NTCT NETSCOUT SYS INC Technology 18,931.0 $824K 0.00% -898.0 -4.5% $43.55 -9.4%
1273 BANC BANC OF CALIFORNIA INC Financial Services 40,310.0 $824K 0.00% +5K +14.4% $20.43 -8.3%
1274 STEP STEPSTONE GROUP INC Financial Services 19,903.0 $823K 0.00% +484.0 +2.5% $41.36 +21.4%
1275 AAL AMERICAN AIRLINES GROUP INC Industrials 45,549.0 $823K 0.00% $18.07 -24.1%
1276 MGRC MCGRATH RENTCORP Industrials 6,791.0 $822K 0.00% $121.03 -6.0%
1277 VERSIGENT PLC 19,561.0 $822K 0.00% NEW $42.01
1278 KRMN KARMAN HLDGS INC Industrials 16,456.0 $821K 0.00% +2K +13.2% $49.92 -5.0%
1279 PRK PARK NATL CORP Financial Services 4,487.0 $821K 0.00% $182.99 +8.2%
1280 SYM SYMBOTIC INC Industrials 18,217.0 $819K 0.00% +4K +32.4% $44.95 -8.5%
Page 64 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%