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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 90 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 VYX NCR VOYIX CORPORATION Technology 38,357.0 $313K 0.00% +2K +6.0% $8.17 -2.6%
1782 ARRY ARRAY TECHNOLOGIES INC Energy 42,229.0 $313K 0.00% +272.0 +0.7% $7.41 -38.3%
1783 AVNS AVANOS MED INC Healthcare 12,557.0 $312K 0.00% -202.0 -1.6% $24.88 +0.4%
1784 HTFL HEARTFLOW INC Healthcare 10,648.0 $312K 0.00% NEW $29.34 +71.1%
1785 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 5,859.0 $312K 0.00% NEW $53.30 +8.9%
1786 USLM UNITED STS LIME & MINERALS I Basic Materials 2,967.0 $311K 0.00% -179.0 -5.7% $104.67 +15.5%
1787 FMBH FIRST MID BANCSHARES INC Financial Services 6,428.0 $309K 0.00% +495.0 +8.3% $48.09 +4.9%
1788 SCSC SCANSOURCE INC Technology 5,927.0 $309K 0.00% -100.0 -1.7% $52.09 +3.9%
1789 JJSF J & J SNACK FOODS CORP Consumer Defensive 4,197.0 $308K 0.00% +22.0 +0.5% $73.45 +22.3%
1790 CAPR CAPRICOR THERAPEUTICS INC Healthcare 12,768.0 $307K 0.00% -680.0 -5.1% $24.08 -71.8%
1791 UPBOUND GROUP INC 14,433.0 $306K 0.00% +121.0 +0.8% $21.22
1792 PGEN PRECIGEN INC Healthcare 53,713.0 $306K 0.00% +5K +10.5% $5.70 +25.8%
1793 WS WORTHINGTON STL INC Basic Materials 9,112.0 $306K 0.00% $33.58 -0.6%
1794 PLPC PREFORMED LINE PRODS CO Industrials 743.0 $305K 0.00% $410.56 -0.9%
1795 PCT PURECYCLE TECHNOLOGIES INC Industrials 37,401.0 $303K 0.00% +279.0 +0.8% $8.11 -18.5%
1796 NEXT NEXTDECADE CORP Energy 40,206.0 $303K 0.00% +8K +24.2% $7.54 -2.5%
1797 DEA EASTERLY GOVT PPTYS INC Real Estate 12,150.0 $303K 0.00% +109.0 +0.9% $24.93 +0.1%
1798 CRK COMSTOCK RES INC Energy 20,282.0 $303K 0.00% -4K -16.1% $14.92 -4.3%
1799 SAFT SAFETY INS GROUP INC Financial Services 4,037.0 $302K 0.00% -53.0 -1.3% $74.86 +38.6%
1800 FDP DEL MONTE CORP Consumer Defensive 10,820.0 $302K 0.00% -335.0 -3.0% $27.91 +1.5%
Page 90 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%