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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 75 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 NEWAMSTERDAM PHARMA COMPANY 16,656.0 $564K 0.00% +4K +34.6% $33.89
1482 TILE INTERFACE INC Consumer Cyclical 15,719.0 $563K 0.00% -319.0 -2.0% $35.84 +8.0%
1483 IOSP INNOSPEC INC Basic Materials 6,868.0 $559K 0.00% +63.0 +0.9% $81.39 +17.5%
1484 STC STEWART INFORMATION SVCS COR Financial Services 8,417.0 $556K 0.00% +198.0 +2.4% $66.02 +5.9%
1485 RDW REDWIRE CORPORATION Industrials 45,282.0 $554K 0.00% +18K +66.2% $12.23 -7.8%
1486 PRDO PERDOCEO ED CORP Consumer Defensive 17,301.0 $554K 0.00% -367.0 -2.1% $32.00 +4.6%
1487 EOSE EOS ENERGY ENTERPRISES INC Industrials 93,679.0 $551K 0.00% +5K +5.2% $5.88 -43.2%
1488 NWN NORTHWEST NAT HLDG CO Utilities 11,182.0 $549K 0.00% -219.0 -1.9% $49.06 +2.7%
1489 MBC MASTERBRAND INC Consumer Cyclical 53,108.0 $546K 0.00% +18K +52.6% $10.29 -14.1%
1490 ACADIAN ASSET MANAGEMENT INC 7,639.0 $546K 0.00% -207.0 -2.6% $71.52
1491 LMAT LEMAITRE VASCULAR INC Healthcare 5,657.0 $543K 0.00% -263.0 -4.4% $95.96 -17.0%
1492 EWTX EDGEWISE THERAPEUTICS INC Healthcare 13,320.0 $541K 0.00% -1K -8.4% $40.63 +9.2%
1493 UFPT UFP TECHNOLOGIES INC Healthcare 2,022.0 $536K 0.00% $265.13 +14.9%
1494 KSS KOHLS CORP Consumer Cyclical 30,200.0 $535K 0.00% -633.0 -2.0% $17.72 +1.2%
1495 PRLB PROTO LABS INC Industrials 6,560.0 $535K 0.00% +57.0 +0.9% $81.51 -3.3%
1496 GRC GORMAN RUPP CO Industrials 5,808.0 $533K 0.00% $91.74 -15.4%
1497 EZPW EZCORP INC Financial Services 15,394.0 $532K 0.00% -515.0 -3.2% $34.57 -1.9%
1498 IMNM IMMUNOME INC Healthcare 24,973.0 $529K 0.00% -787.0 -3.1% $21.19 +35.7%
1499 FRSH FRESHWORKS INC Technology 52,158.0 $528K 0.00% -2K -3.9% $10.12 +27.6%
1500 ALMS ALUMIS INC Healthcare 18,688.0 $526K 0.00% +937.0 +5.3% $28.14 -16.1%
Page 75 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%