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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 93 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 LILAK LIBERTY LATIN AMERICA LTD Communication Services 35,054.0 $273K 0.00% -2K -5.4% $7.79 +7.2%
1842 MFA MFA FINL INC Real Estate 28,171.0 $273K 0.00% $9.69 -7.7%
1843 CNMD CONMED CORP Healthcare 8,318.0 $272K 0.00% -189.0 -2.2% $32.73 +57.3%
1844 ATEC ALPHATEC HLDGS INC Healthcare 31,323.0 $271K 0.00% -1K -4.0% $8.65 +6.8%
1845 PMT PENNYMAC MTG INVT TR Real Estate 24,010.0 $271K 0.00% $11.28 -17.6%
1846 DIVERSIFIED ENERGY CO 19,483.0 $270K 0.00% +1K +6.9% $13.86
1847 TSHA TAYSHA GENE THERAPIES INC Healthcare 39,633.0 $270K 0.00% +2K +5.3% $6.81 -12.3%
1848 WMK WEIS MKTS INC Consumer Defensive 3,414.0 $267K 0.00% -334.0 -8.9% $78.31 -9.3%
1849 HAFC HANMI FINL CORP Financial Services 8,248.0 $267K 0.00% $32.40 -3.6%
1850 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 6,362.0 $267K 0.00% -563.0 -8.1% $41.95 +13.0%
1851 ZYMEWORKS INC 10,175.0 $266K 0.00% -102.0 -1.0% $26.14
1852 TMC TMC THE METALS COMPANY INC Basic Materials 59,765.0 $265K 0.00% +3K +5.2% $4.43 +7.0%
1853 APOG APOGEE ENTERPRISES INC Industrials 5,787.0 $265K 0.00% NEW $45.74 -9.6%
1854 EIG EMPLOYERS HLDGS INC Financial Services 5,241.0 $265K 0.00% -934.0 -15.1% $50.48 -2.6%
1855 NBN NORTHEAST BK PORTLAND ME Financial Services 1,992.0 $264K 0.00% -107.0 -5.1% $132.53 -2.3%
1856 CNXC CONCENTRIX CORP Technology 11,783.0 $264K 0.00% +2K +14.8% $22.41 +16.2%
1857 BFST BUSINESS FIRST BANCSHARES IN Financial Services 8,570.0 $263K 0.00% +439.0 +5.4% $30.73 +1.9%
1858 CRY ARTIVION INC 11,709.0 $263K 0.00% +684.0 +6.2% $22.47 -22.6%
1859 PCRX PACIRA BIOSCIENCES INC Healthcare 10,334.0 $262K 0.00% -893.0 -8.0% $25.37 -2.0%
1860 CCNE CNB FINL CORP PA Financial Services 7,768.0 $262K 0.00% NEW $33.71 +1.0%
Page 93 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%