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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 83 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 ADNT ADIENT PLC Consumer Cyclical 21,614.0 $397K 0.00% -128.0 -0.6% $18.38 +1.4%
1642 FMC FMC CORP Basic Materials 34,504.0 $397K 0.00% +214.0 +0.6% $11.50 -2.9%
1643 VSTS VESTIS CORPORATION Industrials 27,306.0 $396K 0.00% -2K -5.9% $14.52 -11.3%
1644 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 20,823.0 $396K 0.00% +128.0 +0.6% $19.01 -1.7%
1645 URGN UROGEN PHARMA LTD Healthcare 10,746.0 $395K 0.00% -55.0 -0.5% $36.80 +26.0%
1646 PRGO PERRIGO CO PLC Healthcare 37,982.0 $395K 0.00% $10.39 +39.4%
1647 OBNK ORIGIN BANCORP INC Financial Services 7,694.0 $394K 0.00% -388.0 -4.8% $51.15 -97.9%
1648 LWLG LIGHTWAVE LOGIC INC Basic Materials 41,558.0 $393K 0.00% NEW $9.46 -37.2%
1649 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 21,330.0 $392K 0.00% +3K +19.2% $18.37 +31.6%
1650 INTA INTAPP INC Technology 15,529.0 $391K 0.00% -224.0 -1.4% $25.21 +61.5%
1651 FA FIRST ADVANTAGE CORP NEW Industrials 21,645.0 $391K 0.00% +124.0 +0.6% $18.05 +12.6%
1652 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 14,537.0 $390K 0.00% -3K -16.1% $26.85 -8.5%
1653 PRGS PROGRESS SOFTWARE CORP Technology 11,611.0 $390K 0.00% -174.0 -1.5% $33.58 +28.9%
1654 RCAT RED CAT HLDGS INC Technology 36,426.0 $388K 0.00% +7K +23.4% $10.65 -14.6%
1655 DIEBOLD NIXDORF INC 4,562.0 $388K 0.00% +537.0 +13.3% $85.02
1656 ALNT ALLIENT INC Technology 3,757.0 $387K 0.00% +34.0 +0.9% $102.93 -9.6%
1657 PUMP PROPETRO HLDG CORP Energy 26,936.0 $386K 0.00% +813.0 +3.1% $14.34 -26.1%
1658 MLKN MILLERKNOLL INC Consumer Cyclical 18,867.0 $386K 0.00% +121.0 +0.7% $20.46 +13.6%
1659 ORC ORCHID IS CAP INC Real Estate 55,379.0 $386K 0.00% +5K +10.0% $6.97 -3.6%
1660 SONO SONOS INC Technology 28,349.0 $384K 0.00% -1K -4.6% $13.53 +13.0%
Page 83 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%