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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 67 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 UNFI UNITED NAT FOODS INC Consumer Defensive 16,763.0 $766K 0.00% $45.67 +3.8%
1322 FRME FIRST MERCHANTS CORP Financial Services 17,473.0 $763K 0.00% +192.0 +1.1% $43.69 -5.0%
1323 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 44,011.0 $762K 0.00% +837.0 +1.9% $17.31 +3.8%
1324 GPGI GPGI INC Industrials 47,989.0 $761K 0.00% -3K -6.5% $15.85 -12.8%
1325 WRBY WARBY PARKER INC Healthcare 25,042.0 $760K 0.00% +197.0 +0.8% $30.34 -15.7%
1326 IVT INVENTRUST PPTYS CORP Real Estate 21,440.0 $759K 0.00% +113.0 +0.5% $35.40 -7.9%
1327 RNG RINGCENTRAL INC Technology 19,468.0 $759K 0.00% -317.0 -1.6% $38.98 +72.6%
1328 DGII DIGI INTL INC Technology 10,119.0 $758K 0.00% -205.0 -2.0% $74.95 +2.9%
1329 HWKN HAWKINS INC Basic Materials 5,335.0 $758K 0.00% -117.0 -2.1% $142.10 -18.1%
1330 BOKF BOK FINL CORP Financial Services 5,449.0 $757K 0.00% -632.0 -10.4% $138.88 -0.8%
1331 AKR ACADIA RLTY TR Real Estate 36,166.0 $756K 0.00% $20.91 +0.0%
1332 MGNI MAGNITE INC Communication Services 39,834.0 $756K 0.00% +378.0 +1.0% $18.98 +23.4%
1333 VISN VISTANCE NETWORKS INC Technology 59,101.0 $755K 0.00% +1K +2.2% $12.78 -10.2%
1334 HNI HNI CORP Industrials 18,682.0 $755K 0.00% $40.41 +24.2%
1335 RXO RXO INC Industrials 27,269.0 $752K 0.00% -2K -6.9% $27.59 -18.9%
1336 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 26,594.0 $751K 0.00% -1K -5.0% $28.24 -6.5%
1337 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 44,232.0 $750K 0.00% +443.0 +1.0% $16.95 -17.0%
1338 DX DYNEX CAP INC Real Estate 57,103.0 $749K 0.00% +17K +41.6% $13.11 -1.6%
1339 RCUS ARCUS BIOSCIENCES INC Healthcare 24,211.0 $746K 0.00% +409.0 +1.7% $30.83 -0.9%
1340 PARR PAR PAC HOLDINGS INC Energy 13,309.0 $746K 0.00% -509.0 -3.7% $56.08 +34.8%
Page 67 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%