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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 92 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 MBIN MERCHANTS BANCORP IND Financial Services 5,707.0 $285K 0.00% +35.0 +0.6% $50.00 +8.2%
1822 TNDM TANDEM DIABETES CARE INC Healthcare 18,902.0 $285K 0.00% +279.0 +1.5% $15.09 +47.2%
1823 FSUN FIRSTSUN CAP BANCORP Financial Services 7,300.0 $283K 0.00% +41.0 +0.6% $38.78 +4.6%
1824 SDGR SCHRODINGER INC Healthcare 17,396.0 $283K 0.00% -320.0 -1.8% $16.25 +15.5%
1825 HBNC HORIZON BANCORP IND Financial Services 14,135.0 $282K 0.00% $19.98 -1.4%
1826 CFFN CAPITOL FED FINL INC Financial Services 33,141.0 $282K 0.00% -1K -3.4% $8.51 +0.2%
1827 THRM GENTHERM INC Consumer Cyclical 8,246.0 $281K 0.00% -139.0 -1.7% $34.11 +15.7%
1828 EYPT EYEPOINT INC Healthcare 19,568.0 $280K 0.00% -897.0 -4.4% $14.30 -65.9%
1829 SVC SERVICE PPTYS TR Real Estate 165,193.0 $279K 0.00% NEW $1.69 +374.0%
1830 ADTRAN HOLDINGS INC 20,040.0 $279K 0.00% +235.0 +1.2% $13.90
1831 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 9,057.0 $278K 0.00% NEW $30.71 +25.8%
1832 CCB COASTAL FINL CORP WA Financial Services 3,573.0 $277K 0.00% -162.0 -4.3% $77.51 -39.4%
1833 BV BRIGHTVIEW HLDGS INC Industrials 19,494.0 $276K 0.00% $14.17 -22.8%
1834 XPLR INFRASTRUCTURE LP 23,335.0 $276K 0.00% -1K -4.8% $11.81
1835 SKYW SKYWEST INC Industrials 2,772.0 $275K 0.00% +18.0 +0.7% $99.33 +2.4%
1836 BJRI BJS RESTAURANTS INC Consumer Cyclical 4,533.0 $275K 0.00% NEW $60.74 +10.8%
1837 SBSI SOUTHSIDE BANCSHARES INC Financial Services 7,797.0 $274K 0.00% -48.0 -0.6% $35.19 -8.9%
1838 GPRE GREEN PLAINS INC Basic Materials 17,825.0 $274K 0.00% NEW $15.38 -2.7%
1839 FG F&G ANNUITIES & LIFE INC Financial Services 10,290.0 $274K 0.00% -803.0 -7.2% $26.59 -13.0%
1840 MRTN MARTEN TRANS LTD Industrials 15,750.0 $273K 0.00% -1K -6.2% $17.35 -15.4%
Page 92 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%