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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 93 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 VYX NCR VOYIX CORPORATION Technology 36,183.0 $229K 0.00% -533.0 -1.4% $6.33 +25.4%
1842 VSTS VESTIS CORPORATION Industrials 29,031.0 $228K 0.00% $7.86 +103.7%
1843 COUR COURSERA INC Consumer Defensive 39,202.0 $228K 0.00% +416.0 +1.1% $5.82 -7.9%
1844 TRUP TRUPANION INC Financial Services 8,899.0 $228K 0.00% $25.61 +0.9%
1845 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 18,068.0 $228K 0.00% -169.0 -0.9% $12.61 +15.5%
1846 CMP COMPASS MINERALS INTL INC Basic Materials 9,756.0 $228K 0.00% NEW $23.35 +28.1%
1847 TR TOOTSIE ROLL INDS INC Consumer Defensive 5,323.0 $227K 0.00% NEW $42.72 -9.0%
1848 LBRDA LIBERTY BROADBAND CORP Communication Services 4,512.0 $227K 0.00% -30.0 -0.7% $50.22 -40.2%
1849 NNE NANO NUCLEAR ENERGY INC Industrials 11,014.0 $226K 0.00% $20.48 -15.5%
1850 LGIH LGI HOMES INC Consumer Cyclical 5,705.0 $226K 0.00% -63.0 -1.1% $39.53 +42.2%
1851 NBBK NB BANCORP INC Financial Services 10,686.0 $225K 0.00% -141.0 -1.3% $21.07 -0.1%
1852 BFLY BUTTERFLY NETWORK INC Healthcare 55,699.0 $225K 0.00% NEW $4.04 +68.8%
1853 PDM PIEDMONT REALTY TRUST INC Real Estate 34,246.0 $225K 0.00% -502.0 -1.4% $6.57 +48.1%
1854 AMTB AMERANT BANCORP INC Financial Services 10,196.0 $225K 0.00% NEW $22.04 +17.3%
1855 SCHL SCHOLASTIC CORP Communication Services 5,746.0 $224K 0.00% NEW $39.06 +19.8%
1856 CPF CENTRAL PAC FINL CORP Financial Services 7,002.0 $224K 0.00% -118.0 -1.7% $31.96 +22.3%
1857 VIR VIR BIOTECHNOLOGY INC Healthcare 24,839.0 $223K 0.00% -449.0 -1.8% $8.96 +5.1%
1858 WVE WAVE LIFE SCIENCES LTD Healthcare 30,598.0 $222K 0.00% $7.25 -20.1%
1859 TRST TRUSTCO BK CORP N Y Financial Services 5,061.0 $222K 0.00% -162.0 -3.1% $43.78 +27.2%
1860 UFCS UNITED FIRE GROUP INC Financial Services 5,956.0 $221K 0.00% -88.0 -1.5% $37.06 +39.0%
Page 93 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%