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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 80 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 TE T1 ENERGY INC Industrials 48,122.0 $456K 0.00% +2K +4.0% $9.48 -52.4%
1582 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,455.0 $455K 0.00% -54.0 -1.5% $131.61 -5.6%
1583 FLY FIREFLY AEROSPACE INC Industrials 15,462.0 $455K 0.00% +7K +76.8% $29.40 -24.3%
1584 STRA STRATEGIC ED INC Consumer Defensive 5,928.0 $454K 0.00% -524.0 -8.1% $76.62 +11.3%
1585 CELC CELCUITY INC Healthcare 4,335.0 $454K 0.00% -1K -24.2% $104.62 -9.1%
1586 LZB LA Z BOY INC Consumer Cyclical 11,292.0 $453K 0.00% $40.12 -19.4%
1587 TALO TALOS ENERGY INC Energy 34,874.0 $450K 0.00% -176.0 -0.5% $12.91 +29.5%
1588 DCOM DIME COML BANCSHARES INC Financial Services 10,903.0 $443K 0.00% -550.0 -4.8% $40.65 -0.6%
1589 WKC WORLD KINECT CORPORATION Energy 13,442.0 $443K 0.00% -2K -11.9% $32.94 +9.3%
1590 AIP ARTERIS INC Technology 9,096.0 $442K 0.00% NEW $48.59 -53.1%
1591 TCBK TRICO BANCSHARES Financial Services 8,206.0 $442K 0.00% -277.0 -3.3% $53.85 +0.6%
1592 INVA INNOVIVA INC Healthcare 19,417.0 $441K 0.00% $22.71 -6.5%
1593 OCFC OCEANFIRST FINL CORP Financial Services 22,498.0 $439K 0.00% +7K +42.7% $19.53 -2.6%
1594 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 45,374.0 $439K 0.00% +874.0 +2.0% $9.68 -11.8%
1595 QCRH QCR HLDGS INC Financial Services 4,501.0 $438K 0.00% -125.0 -2.7% $97.35 +3.5%
1596 FTRE FORTREA HLDGS INC Healthcare 25,154.0 $438K 0.00% -226.0 -0.9% $17.40 +6.5%
1597 HAMILTON INSURANCE GROUP LTD 12,887.0 $437K 0.00% +478.0 +3.9% $33.94
1598 KMPR KEMPER CORP Financial Services 16,201.0 $437K 0.00% -176.0 -1.1% $26.96 +5.4%
1599 UNIT UNITI GROUP LLC Real Estate 37,923.0 $435K 0.00% -5K -11.1% $11.47 -11.4%
1600 AVPT AVEPOINT INC Technology 38,733.0 $434K 0.00% +206.0 +0.5% $11.21 +17.8%
Page 80 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%