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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 80 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 TILE INTERFACE INC Consumer Cyclical 16,038.0 $400K 0.00% $24.92 +32.0%
1582 INSP INSPIRE MED SYS INC Healthcare 7,729.0 $399K 0.00% -131.0 -1.7% $51.58 -1.2%
1583 SONO SONOS INC Technology 29,725.0 $398K 0.00% -716.0 -2.4% $13.40 +8.1%
1584 KSS KOHLS CORP Consumer Cyclical 30,833.0 $398K 0.00% -347.0 -1.1% $12.90 +46.8%
1585 YELP YELP INC Communication Services 16,054.0 $397K 0.00% -624.0 -3.7% $24.74 +0.0%
1586 MXL MAXLINEAR INC Technology 22,799.0 $396K 0.00% $17.39 +409.5%
1587 NEWAMSTERDAM PHARMA COMPANY 12,375.0 $396K 0.00% -358.0 -2.8% $32.01
1588 QCRH QCR HLDGS INC Financial Services 4,626.0 $395K 0.00% -112.0 -2.4% $85.45 +12.4%
1589 NWL NEWELL BRANDS INC Consumer Defensive 115,144.0 $395K 0.00% -631.0 -0.6% $3.43 +56.1%
1590 PEB PEBBLEBROOK HOTEL TR Real Estate 31,203.0 $394K 0.00% -2K -6.0% $12.63 +56.3%
1591 COHU COHU INC Technology 12,825.0 $393K 0.00% -154.0 -1.2% $30.62 +81.2%
1592 ENVIRI CORP 19,936.0 $391K 0.00% -306.0 -1.5% $19.62
1593 ALMS ALUMIS INC Healthcare 17,751.0 $391K 0.00% NEW $22.03 +29.5%
1594 ATRC ATRICURE INC Healthcare 13,656.0 $390K 0.00% -87.0 -0.6% $28.53 +17.8%
1595 UFPT UFP TECHNOLOGIES INC Healthcare 2,012.0 $390K 0.00% -20.0 -1.0% $193.60 +24.6%
1596 SLVM SYLVAMO CORP Basic Materials 9,220.0 $389K 0.00% -383.0 -4.0% $42.24 -10.6%
1597 NTLA INTELLIA THERAPEUTICS INC Healthcare 30,225.0 $387K 0.00% +2K +5.5% $12.82 -13.2%
1598 DCOM DIME CMNTY BANCSHARES INC Financial Services 11,453.0 $387K 0.00% -107.0 -0.9% $33.82 +17.0%
1599 XHR XENIA HOTELS & RESORTS INC Real Estate 26,058.0 $386K 0.00% -624.0 -2.3% $14.83 +44.2%
1600 RCAT RED CAT HLDGS INC Technology 29,509.0 $386K 0.00% +198.0 +0.7% $13.09 -40.3%
Page 80 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%