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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 96 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 BKSY BLACKSKY TECHNOLOGY INC Technology 8,448.0 $236K 0.00% NEW $27.92 -8.3%
1902 STAA STAAR SURGICAL CO Healthcare 8,197.0 $235K 0.00% NEW $28.69 -18.9%
1903 VERX VERTEX INC Technology 20,394.0 $234K 0.00% +205.0 +1.0% $11.48 +19.2%
1904 STGW STAGWELL INC Communication Services 31,471.0 $234K 0.00% -505.0 -1.6% $7.43 +19.5%
1905 AVBP ARRIVENT BIOPHARMA INC Healthcare 6,708.0 $233K 0.00% NEW $34.74 -18.7%
1906 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 11,968.0 $233K 0.00% NEW $19.47 -21.1%
1907 TRNS TRANSCAT INC Industrials 2,511.0 $233K 0.00% NEW $92.77 -5.8%
1908 EGBN EAGLE BANCORPORATION INC Financial Services 8,204.0 $233K 0.00% -138.0 -1.6% $28.39 -1.0%
1909 FMNB FARMERS NATIONAL BANC CORP Financial Services 15,924.0 $232K 0.00% +618.0 +4.0% $14.60 +7.5%
1910 WGO WINNEBAGO INDS INC Consumer Cyclical 7,409.0 $231K 0.00% -342.0 -4.4% $31.24 +2.9%
1911 NUTX NUTEX HEALTH INC Healthcare 1,346.0 $230K 0.00% NEW $170.89 +9.8%
1912 AMTB AMERANT BANCORP INC Financial Services 9,005.0 $230K 0.00% -1K -11.7% $25.52 +12.7%
1913 CVI CVR ENERGY INC Energy 8,322.0 $229K 0.00% -1K -13.9% $27.54 +38.1%
1914 AESI ATLAS ENERGY SOLUTIONS INC Energy 13,786.0 $229K 0.00% +178.0 +1.3% $16.61 -28.4%
1915 CNXN PC CONNECTION INC Technology 3,131.0 $229K 0.00% NEW $72.99 +5.1%
1916 WSR WHITESTONE REIT Real Estate 12,053.0 $229K 0.00% -575.0 -4.5% $18.96 +0.2%
1917 KOP KOPPERS HOLDINGS INC Basic Materials 5,069.0 $228K 0.00% -319.0 -5.9% $44.90 +2.1%
1918 EQBK EQUITY BANCSHARES INC Financial Services 4,634.0 $227K 0.00% NEW $48.99 +2.1%
1919 CBL CBL & ASSOC PPTYS INC Real Estate 4,274.0 $227K 0.00% NEW $53.09 +4.9%
1920 AMAL AMALGAMATED FINANCIAL CORP Financial Services 4,942.0 $227K 0.00% NEW $45.90 +6.3%
Page 96 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%