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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 74 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 SPSC SPS COMM INC Technology 10,200.0 $583K 0.00% -157.0 -1.5% $57.17 +46.1%
1462 AIN ALBANY INTL CORP Consumer Cyclical 7,824.0 $583K 0.00% -60.0 -0.8% $74.50 -21.8%
1463 KVYO KLAVIYO INC Technology 38,579.0 $583K 0.00% +3K +7.1% $15.10 +25.9%
1464 NWBI NORTHWEST BANCSHARES INC Financial Services 38,308.0 $581K 0.00% -2K -4.5% $15.16 -0.2%
1465 MD PEDIATRIX MEDICAL GROUP INC Healthcare 22,922.0 $581K 0.00% -691.0 -2.9% $25.33 +5.2%
1466 WT WISDOMTREE INC Financial Services 34,192.0 $579K 0.00% -615.0 -1.8% $16.94 +48.6%
1467 HMN HORACE MANN EDUCATORS CORP N Financial Services 11,161.0 $576K 0.00% $51.65 -0.9%
1468 PGNY PROGYNY INC Healthcare 19,992.0 $576K 0.00% -3K -11.1% $28.83 -9.7%
1469 SYBT STOCK YDS BANCORP INC Financial Services 7,532.0 $576K 0.00% -158.0 -2.0% $76.47 +3.3%
1470 OFG OFG BANCORP Financial Services 11,721.0 $575K 0.00% -359.0 -3.0% $49.07 +5.9%
1471 FCF FIRST COMWLTH FINL CORP PA Financial Services 28,202.0 $573K 0.00% -301.0 -1.1% $20.33 +1.0%
1472 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 57,093.0 $571K 0.00% $10.00 -4.4%
1473 ASTRANA HEALTH INC 12,298.0 $571K 0.00% -71.0 -0.6% $46.41
1474 AGIO AGIOS PHARMACEUTICALS INC Healthcare 15,359.0 $570K 0.00% +198.0 +1.3% $37.11 -8.6%
1475 IPAR INTERPARFUMS INC Consumer Defensive 5,088.0 $569K 0.00% -196.0 -3.7% $111.86 +3.4%
1476 SIX FLAGS ENTERTAINMENT CORP 26,704.0 $569K 0.00% +178.0 +0.7% $21.30
1477 THE BALDWIN INSURANCE GRP IN 21,377.0 $568K 0.00% +2K +8.5% $26.58
1478 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 49,580.0 $568K 0.00% $11.45 -2.4%
1479 NTST NETSTREIT CORP Real Estate 26,835.0 $567K 0.00% +4K +16.8% $21.13 -2.7%
1480 HCI HCI GROUP INC Financial Services 3,226.0 $565K 0.00% +23.0 +0.7% $175.25 +5.0%
Page 74 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%