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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 88 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 KOD KODIAK SCIENCES INC Healthcare 8,533.0 $332K 0.00% +554.0 +6.9% $38.96 +0.4%
1742 PPC PILGRIMS PRIDE CORP Consumer Defensive 11,817.0 $332K 0.00% -1K -9.4% $28.11 +14.1%
1743 SCL STEPAN CO Basic Materials 5,948.0 $331K 0.00% +43.0 +0.7% $55.72 +10.7%
1744 IDT IDT CORP Communication Services 5,674.0 $330K 0.00% -135.0 -2.3% $58.16 +17.6%
1745 TDAY USA TODAY CO INC Communication Services 38,562.0 $330K 0.00% $8.55 -25.6%
1746 NEPTUNE INS HLDGS INC 10,454.0 $329K 0.00% NEW $31.50
1747 QDEL QUIDELORTHO CORP Healthcare 18,786.0 $329K 0.00% +127.0 +0.7% $17.52 -15.9%
1748 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 12,246.0 $329K 0.00% $26.86 +5.9%
1749 PFBC PREFERRED BK LOS ANGELES CA Financial Services 3,095.0 $329K 0.00% -88.0 -2.8% $106.26 -2.6%
1750 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 4,575.0 $329K 0.00% +859.0 +23.1% $71.86 +0.2%
1751 VIR VIR BIOTECHNOLOGY INC Healthcare 32,255.0 $329K 0.00% +7K +29.9% $10.19 +6.8%
1752 ACVA ACV AUCTIONS INC Consumer Cyclical 45,630.0 $328K 0.00% -2K -3.5% $7.19 +3.8%
1753 ARDX ARDELYX INC Healthcare 64,287.0 $328K 0.00% -2K -3.7% $5.10 -24.2%
1754 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 18,253.0 $328K 0.00% $17.96 -7.5%
1755 ENVX ENOVIX CORPORATION Industrials 53,945.0 $327K 0.00% +594.0 +1.1% $6.07 -45.5%
1756 ENOV ENOVIS CORPORATION Industrials 15,811.0 $327K 0.00% +90.0 +0.6% $20.70 +22.3%
1757 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 3,859.0 $327K 0.00% -93.0 -2.4% $84.79 -10.6%
1758 SEB SEABOARD CORP DEL Industrials 73.0 $326K 0.00% -6.0 -7.6% $4464.33 -5.8%
1759 MBX MBX BIOSCIENCES INC Healthcare 5,899.0 $326K 0.00% NEW $55.20 +25.6%
1760 PURSUIT ATTRACTIONS AND HOSP 5,799.0 $325K 0.00% $55.97
Page 88 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%