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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 68 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 NTCT NETSCOUT SYS INC Technology 19,829.0 $630K 0.00% -208.0 -1.0% $31.79 +27.9%
1342 VRRM VERRA MOBILITY CORP Technology 43,828.0 $626K 0.00% -41K -48.0% $14.29 -71.2%
1343 CSGS CSG SYS INTL INC Technology 7,834.0 $626K 0.00% -158.0 -2.0% $79.94 +0.9%
1344 LGN LEGENCE CORP Industrials 11,073.0 $625K 0.00% NEW $56.46 +29.1%
1345 HOG HARLEY DAVIDSON INC Consumer Cyclical 30,846.0 $624K 0.00% -2K -4.8% $20.22 +36.6%
1346 NMRK NEWMARK GROUP INC Real Estate 41,607.0 $624K 0.00% +415.0 +1.0% $14.99 +2.3%
1347 HNI HNI CORP Industrials 18,674.0 $624K 0.00% -648.0 -3.4% $33.39 +23.5%
1348 SIRIUSPOINT LTD 28,904.0 $623K 0.00% -355.0 -1.2% $21.54
1349 MADISON SQUARE GARDEN ENTMT 10,537.0 $621K 0.00% -260.0 -2.4% $58.91
1350 BANC BANC OF CALIFORNIA INC Financial Services 35,232.0 $619K 0.00% +390.0 +1.1% $17.58 +21.3%
1351 CUBI CUSTOMERS BANCORP INC Financial Services 8,923.0 $619K 0.00% -223.0 -2.4% $69.41 +10.2%
1352 AMR ALPHA METALLURGICAL RESOUR I Energy 3,009.0 $618K 0.00% -93.0 -3.0% $205.27 -28.7%
1353 UPST UPSTART HLDGS INC Financial Services 24,050.0 $617K 0.00% -305.0 -1.2% $25.65 +14.1%
1354 LINE LINEAGE INC Real Estate 18,811.0 $616K 0.00% -302.0 -1.6% $32.76 +31.8%
1355 TBBK BANCORP INC DEL Financial Services 11,461.0 $616K 0.00% -776.0 -6.3% $53.73 +23.7%
1356 BUSE FIRST BUSEY CORP Financial Services 24,284.0 $614K 0.00% -486.0 -2.0% $25.27 +17.1%
1357 TARS TARSUS PHARMACEUTICALS INC Healthcare 8,745.0 $613K 0.00% -310.0 -3.4% $70.15 -17.9%
1358 KNTK KINETIK HOLDINGS INC Energy 12,665.0 $613K 0.00% -252.0 -1.9% $48.41 +6.6%
1359 NBTB NBT BANCORP INC Financial Services 14,370.0 $612K 0.00% -285.0 -1.9% $42.58 +21.5%
1360 TXG 10X GENOMICS INC Healthcare 28,793.0 $611K 0.00% +379.0 +1.3% $21.23 +122.3%
Page 68 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%