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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 77 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 GBX GREENBRIER COS INC Industrials 8,486.0 $447K 0.00% -135.0 -1.6% $52.65 -2.9%
1522 SEB SEABOARD CORP DEL Industrials 79.0 $447K 0.00% -3.0 -3.7% $5654.03 -18.3%
1523 VVX V2X INC Industrials 6,503.0 $445K 0.00% -118.0 -1.8% $68.50 +18.2%
1524 OI O-I GLASS INC Consumer Cyclical 42,221.0 $444K 0.00% -653.0 -1.5% $10.51 -13.9%
1525 EOSE EOS ENERGY ENTERPRISES INC Industrials 89,022.0 $442K 0.00% -484.0 -0.5% $4.96 -19.8%
1526 ICHR ICHOR HOLDINGS Technology 9,444.0 $440K 0.00% NEW $46.61 +104.5%
1527 ADNT ADIENT PLC Consumer Cyclical 21,742.0 $439K 0.00% -940.0 -4.1% $20.21 +2.2%
1528 STBA S & T BANCORP INC Financial Services 10,498.0 $439K 0.00% -169.0 -1.6% $41.83 +18.6%
1529 SKYWARD SPECIALTY INS GROUP 10,008.0 $437K 0.00% -169.0 -1.7% $43.68
1530 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 31,450.0 $437K 0.00% $13.88 +58.1%
1531 FRSH FRESHWORKS INC Technology 54,273.0 $436K 0.00% +1K +2.5% $8.03 +25.3%
1532 WLY WILEY JOHN & SONS INC Communication Services 11,428.0 $435K 0.00% -382.0 -3.2% $38.10 +29.8%
1533 VRE VERIS RESIDENTIAL INC Real Estate 23,071.0 $435K 0.00% -327.0 -1.4% $18.87 +0.6%
1534 GTM ZOOMINFO TECHNOLOGIES INC Technology 72,750.0 $435K 0.00% -3K -4.4% $5.98 -51.2%
1535 DEI DOUGLAS EMMETT INC Real Estate 45,998.0 $433K 0.00% -829.0 -1.8% $9.42 +27.9%
1536 LIBERTY GLOBAL LTD 36,925.0 $433K 0.00% -2K -5.7% $11.73
1537 NTST NETSTREIT CORP Real Estate 22,974.0 $433K 0.00% -271.0 -1.2% $18.83 +14.7%
1538 THE BALDWIN INSURANCE GRP IN 19,699.0 $432K 0.00% -204.0 -1.0% $21.94
1539 GABC GERMAN AMERN BANCORP INC Financial Services 10,298.0 $430K 0.00% -176.0 -1.7% $41.79 +13.8%
1540 TPB TURNING PT BRANDS INC Consumer Defensive 4,951.0 $430K 0.00% -92.0 -1.8% $86.79 -9.7%
Page 77 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%