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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $18.4B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2048 New
Page 65 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 TDC TERADATA CORP DEL Technology 23,705.0 $722K 0.00% NEW $30.44 -7.7%
1282 ABM ABM INDS INC Industrials 17,023.0 $720K 0.00% NEW $42.30 +11.1%
1283 MTRN MATERION CORP Basic Materials 5,784.0 $719K 0.00% NEW $124.32 +101.6%
1284 MGRC MCGRATH RENTCORP Industrials 6,851.0 $719K 0.00% NEW $104.93 +11.6%
1285 HUBG HUB GROUP INC Industrials 16,802.0 $716K 0.00% NEW $42.61 +19.3%
1286 MPT MEDICAL PPTYS TRUST INC Financial Services 143,123.0 $716K 0.00% NEW $5.00 -3.8%
1287 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 21,410.0 $714K 0.00% NEW $33.37 +8.9%
1288 NMRK NEWMARK GROUP INC Real Estate 41,192.0 $714K 0.00% NEW $17.34 -11.5%
1289 COCO VITA COCO CO INC Consumer Defensive 13,457.0 $713K 0.00% NEW $53.01 +40.4%
1290 AAL AMERICAN AIRLS GROUP INC Industrials 45,999.0 $705K 0.00% NEW $15.33 -3.5%
1291 WAFD WAFD INC Financial Services 22,009.0 $705K 0.00% NEW $32.03 +15.8%
1292 BEAM BEAM THERAPEUTICS INC Healthcare 25,421.0 $705K 0.00% NEW $27.72 -3.9%
1293 TTAN SERVICETITAN INC Technology 6,613.0 $704K 0.00% NEW $106.50 -31.5%
1294 VICR VICOR CORP Technology 6,414.0 $703K 0.00% NEW $109.60 +95.9%
1295 CIDARA THERAPEUTICS INC 3,178.0 $702K 0.00% NEW $220.89
1296 ATEC ALPHATEC HLDGS INC Healthcare 33,262.0 $700K 0.00% NEW $21.04 -61.7%
1297 ACLS AXCELIS TECHNOLOGIES INC Technology 8,630.0 $693K 0.00% NEW $80.34 +76.7%
1298 DNOW DNOW INC Energy 52,297.0 $693K 0.00% NEW $13.25 +7.5%
1299 UPWK UPWORK INC Industrials 34,956.0 $693K 0.00% NEW $19.82 -53.6%
1300 CACC CREDIT ACCEP CORP MICH Financial Services 1,561.0 $692K 0.00% NEW $443.46 +36.7%
Page 65 of 103  ·  2,048 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 34.0%
Financial Services 12.3%
Consumer Cyclical 10.6%
Communication Services 10.3%
Healthcare 10.0%
Industrials 8.7%
Consumer Defensive 4.6%
Energy 3.1%
Utilities 2.5%
Real Estate 2.3%