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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 69 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 GRAL GRAIL INC Healthcare 10,470.0 $715K 0.00% +833.0 +8.6% $68.27 +16.6%
1362 ABM ABM INDS INC Industrials 16,151.0 $715K 0.00% -394.0 -2.4% $44.24 +8.0%
1363 HUBG HUB GROUP INC Industrials 16,298.0 $714K 0.00% -341.0 -2.0% $43.79 -8.7%
1364 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 41,391.0 $712K 0.00% -3K -6.5% $17.20 +2.3%
1365 CUBI CUSTOMERS BANCORP INC Financial Services 8,968.0 $709K 0.00% +45.0 +0.5% $79.10 -0.7%
1366 DYN DYNE THERAPEUTICS INC Healthcare 31,912.0 $709K 0.00% +254.0 +0.8% $22.21 +18.7%
1367 ATKR ATKORE INC Industrials 9,313.0 $708K 0.00% $76.04 +23.1%
1368 PENN PENN ENTERTAINMENT INC Consumer Cyclical 33,140.0 $708K 0.00% -5K -13.0% $21.36 -16.4%
1369 CALY CALLAWAY GOLF CO Consumer Cyclical 37,659.0 $708K 0.00% -222.0 -0.6% $18.79 -16.2%
1370 BEACON FINANCIAL CORP. 23,186.0 $706K 0.00% +139.0 +0.6% $30.45
1371 KD KYNDRYL HLDGS INC Technology 62,208.0 $704K 0.00% -574.0 -0.9% $11.31 +12.1%
1372 KNTK KINETIK HOLDINGS INC Energy 14,549.0 $703K 0.00% +2K +14.9% $48.34 +14.0%
1373 IMVT IMMUNOVANT INC Healthcare 18,252.0 $703K 0.00% -4K -17.6% $38.53 +13.9%
1374 ATEN A10 NETWORKS INC Technology 18,801.0 $702K 0.00% -900.0 -4.6% $37.36 -30.7%
1375 SUPN SUPERNUS PHARMACEUTICALS Healthcare 15,094.0 $702K 0.00% -655.0 -4.2% $46.51 -3.5%
1376 KMT KENNAMETAL INC Industrials 19,974.0 $700K 0.00% +132.0 +0.7% $35.05 -14.4%
1377 PEGA PEGASYSTEMS INC Technology 23,322.0 $699K 0.00% -2K -9.0% $29.97 +12.9%
1378 SIRIUSPOINT LTD 29,053.0 $697K 0.00% +149.0 +0.5% $24.00
1379 SOUN SOUNDHOUND AI INC Technology 107,689.0 $697K 0.00% +1K +1.2% $6.47 +8.3%
1380 TBBK BANCORP INC DEL Financial Services 11,060.0 $693K 0.00% -401.0 -3.5% $62.64 +5.8%
Page 69 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%