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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 89 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 ENVX ENOVIX CORPORATION Industrials 53,351.0 $276K 0.00% +5K +10.4% $5.18 -7.9%
1762 WS WORTHINGTON STL INC Basic Materials 9,081.0 $276K 0.00% -111.0 -1.2% $30.35 +17.1%
1763 SKYT SKYWATER TECHNOLOGY INC Technology 9,993.0 $274K 0.00% NEW $27.41 +12.7%
1764 TDW TIDEWATER INC NEW Energy 3,266.0 $273K 0.00% NEW $83.55 -6.6%
1765 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 4,789.0 $272K 0.00% -193.0 -3.9% $56.78 +65.2%
1766 CTBI COMMUNITY TR BANCORP INC Financial Services 4,477.0 $272K 0.00% -65.0 -1.4% $60.72 +22.6%
1767 TDAY USA TODAY CO INC Communication Services 38,507.0 $271K 0.00% $7.05 +19.6%
1768 MLKN MILLERKNOLL INC Consumer Cyclical 18,746.0 $271K 0.00% -316.0 -1.7% $14.46 +49.7%
1769 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 3,952.0 $271K 0.00% -39.0 -1.0% $68.57 +46.0%
1770 MFA MFA FINL INC Real Estate 28,071.0 $269K 0.00% -576.0 -2.0% $9.58 -3.2%
1771 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 7,822.0 $268K 0.00% -198.0 -2.5% $34.26 +28.1%
1772 TMP TOMPKINS FINL CORP Financial Services 3,384.0 $267K 0.00% -51.0 -1.5% $78.84 +17.3%
1773 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 6,334.0 $267K 0.00% -84.0 -1.3% $42.09 +9.9%
1774 NSP INSPERITY INC Industrials 9,842.0 $266K 0.00% -137.0 -1.4% $27.04 +84.1%
1775 TMC TMC THE METALS COMPANY INC Basic Materials 56,788.0 $265K 0.00% $4.67 -14.7%
1776 TDOC TELADOC HEALTH INC Healthcare 48,566.0 $265K 0.00% -361.0 -0.7% $5.45 +66.0%
1777 FSUN FIRSTSUN CAP BANCORP Financial Services 7,259.0 $265K 0.00% NEW $36.46 -6.7%
1778 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 45,575.0 $264K 0.00% +306.0 +0.7% $5.80 +45.8%
1779 CSR CENTERSPACE Real Estate 4,592.0 $264K 0.00% -140.0 -3.0% $57.45 -3.5%
1780 EYPT EYEPOINT INC Healthcare 20,465.0 $264K 0.00% NEW $12.89 -0.6%
Page 89 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%