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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 70 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 FSLY FASTLY INC Technology 37,698.0 $692K 0.00% -1K -3.3% $18.36 +26.9%
1382 CHYM CHIME FINL INC Financial Services 33,786.0 $692K 0.00% NEW $20.48 +61.9%
1383 PRVA PRIVIA HEALTH GROUP INC Healthcare 26,864.0 $691K 0.00% -164.0 -0.6% $25.73 -18.1%
1384 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 18,565.0 $691K 0.00% +2K +13.0% $37.21 +9.0%
1385 NBTB NBT BANCORP INC Financial Services 13,992.0 $691K 0.00% -378.0 -2.6% $49.37 +4.3%
1386 CALUMET INC 19,155.0 $690K 0.00% $36.02
1387 DCO DUCOMMUN INC DEL Industrials 3,722.0 $689K 0.00% -183.0 -4.7% $185.21 +0.1%
1388 CXT CRANE NXT CO Industrials 13,473.0 $689K 0.00% -733.0 -5.2% $51.16 -1.0%
1389 DOCS DOXIMITY INC Healthcare 33,234.0 $689K 0.00% -753.0 -2.2% $20.74 +19.3%
1390 RH RH Consumer Cyclical 4,158.0 $685K 0.00% +30.0 +0.7% $164.73 -9.8%
1391 ROG ROGERS CORP Technology 4,183.0 $685K 0.00% $163.73 -23.0%
1392 DRH DIAMONDROCK HOSPITALITY CO Real Estate 56,208.0 $685K 0.00% $12.18 +3.6%
1393 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 31,866.0 $684K 0.00% +416.0 +1.3% $21.45 +22.0%
1394 FOUR SHIFT4 PMTS INC Technology 14,010.0 $681K 0.00% -3K -16.1% $48.64 -4.9%
1395 ATLANTA BRAVES HLDGS INC 13,123.0 $681K 0.00% +361.0 +2.8% $51.90
1396 WK WORKIVA INC Technology 13,953.0 $677K 0.00% +254.0 +1.9% $48.51 +53.6%
1397 LCII LCI INDS Consumer Cyclical 6,366.0 $674K 0.00% -281.0 -4.2% $105.88 -2.7%
1398 FBK FB FINL CORP Financial Services 12,159.0 $673K 0.00% +395.0 +3.4% $55.35 +4.3%
1399 EFSC ENTERPRISE FINL SVCS CORP Financial Services 10,166.0 $670K 0.00% $65.88 -3.8%
1400 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 8,336.0 $667K 0.00% -636.0 -7.1% $80.04 -7.8%
Page 70 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%