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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 95 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 BETA BETA TECHNOLOGIES INC Industrials 14,957.0 $251K 0.00% NEW $16.75 +42.3%
1882 GO GROCERY OUTLET HLDG CORP Consumer Defensive 25,052.0 $250K 0.00% -2K -7.1% $9.98 +20.6%
1883 ESQ ESQUIRE FINL HLDGS INC Financial Services 2,085.0 $248K 0.00% +86.0 +4.3% $119.11 -3.6%
1884 CAC CAMDEN NATL CORP Financial Services 4,553.0 $247K 0.00% -95.0 -2.0% $54.22 +4.9%
1885 AMRC AMERESCO INC Industrials 8,903.0 $246K 0.00% -182.0 -2.0% $27.60 -24.0%
1886 ODC OIL DRI CORP AMER Basic Materials 2,403.0 $246K 0.00% NEW $102.21 -9.8%
1887 APEI AMERICAN PUB ED INC Consumer Defensive 4,565.0 $245K 0.00% NEW $53.70 -13.9%
1888 CRAI CRA INTL INC Industrials 1,721.0 $245K 0.00% -82.0 -4.5% $142.30 +23.4%
1889 AHCO ADAPTHEALTH CORP Healthcare 23,439.0 $244K 0.00% -3K -10.0% $10.42 -46.0%
1890 CPF CENTRAL PAC FINL CORP Financial Services 6,383.0 $244K 0.00% -619.0 -8.8% $38.20 -1.2%
1891 UAMY UNITED STATES ANTIMONY CORP Basic Materials 33,558.0 $244K 0.00% +1K +3.3% $7.26 -29.8%
1892 NNE NANO NUCLEAR ENERGY INC Industrials 11,497.0 $243K 0.00% +483.0 +4.4% $21.14 -13.6%
1893 LYTS LSI INDS INC OHIO Technology 9,101.0 $242K 0.00% NEW $26.58 -26.3%
1894 THFF FIRST FINANCIAL CORPORATION Financial Services 3,117.0 $241K 0.00% -139.0 -4.3% $77.44 +2.8%
1895 BCAX BICARA THERAPEUTICS INC Healthcare 8,129.0 $241K 0.00% NEW $29.69 -20.6%
1896 BBSI BARRETT BUSINESS SVCS INC Industrials 6,780.0 $241K 0.00% -258.0 -3.7% $35.52 -5.9%
1897 SG SWEETGREEN INC Consumer Cyclical 27,285.0 $240K 0.00% -2K -6.9% $8.81 -20.4%
1898 JBGS JBG SMITH PPTYS Real Estate 16,282.0 $239K 0.00% $14.67 -14.8%
1899 NBR NABORS INDUSTRIES LTD Energy 2,834.0 $238K 0.00% +30.0 +1.1% $84.01 +5.5%
1900 TRUP TRUPANION INC Financial Services 9,587.0 $237K 0.00% +688.0 +7.7% $24.77 +28.2%
Page 95 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%