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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 82 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 DXC DXC TECHNOLOGY CO Technology 46,842.0 $415K 0.00% -989.0 -2.1% $8.85 +19.8%
1622 MLYS MINERALYS THERAPEUTICS INC Healthcare 15,357.0 $414K 0.00% +3K +22.4% $26.98 -3.7%
1623 TNC TENNANT CO Industrials 4,720.0 $413K 0.00% $87.54 -20.0%
1624 OCUL OCULAR THERAPEUTIX INC Healthcare 42,047.0 $413K 0.00% -2K -4.2% $9.82 +10.6%
1625 HURN HURON CONSULTING GROUP INC Industrials 4,574.0 $412K 0.00% -161.0 -3.4% $90.16 +74.8%
1626 DV DOUBLEVERIFY HLDGS INC Technology 37,964.0 $412K 0.00% -279.0 -0.7% $10.84 +22.7%
1627 BFLY BUTTERFLY NETWORK INC Healthcare 48,801.0 $411K 0.00% -7K -12.4% $8.42 +2.6%
1628 MQ MARQETA INC Technology 100,659.0 $409K 0.00% $4.06 +299.3%
1629 NSP INSPERITY INC Industrials 9,890.0 $409K 0.00% $41.31 +25.6%
1630 ALK ALASKA AIR GROUP INC Industrials 7,816.0 $408K 0.00% -150.0 -1.9% $52.20 -16.8%
1631 GBX GREENBRIER COS INC Industrials 8,323.0 $408K 0.00% -163.0 -1.9% $49.01 -5.7%
1632 OI O-I GLASS INC Consumer Cyclical 42,296.0 $407K 0.00% $9.63 -21.9%
1633 FIVN FIVE9 INC Technology 19,014.0 $405K 0.00% -321.0 -1.7% $21.32 +50.0%
1634 LOB LIVE OAK BANCSHARES INC Financial Services 9,888.0 $404K 0.00% -150.0 -1.5% $40.84 -2.1%
1635 MATX MATSON INC Industrials 2,098.0 $403K 0.00% -45.0 -2.1% $192.23 +15.3%
1636 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 96,622.0 $402K 0.00% +12K +14.4% $4.16 +96.6%
1637 BFC BANK FIRST CORP Financial Services 2,705.0 $401K 0.00% +133.0 +5.2% $148.35 +3.3%
1638 TTI TETRA TECHNOLOGIES INC DEL Energy 35,178.0 $399K 0.00% +240.0 +0.7% $11.33 -40.1%
1639 CRI CARTERS INC Consumer Cyclical 9,667.0 $398K 0.00% -346.0 -3.5% $41.16 -16.2%
1640 RLJ RLJ LODGING TR Real Estate 33,535.0 $397K 0.00% -4K -10.3% $11.85 -3.2%
Page 82 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%