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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 68 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 SIRIUSPOINT LTD 29,259.0 $640K 0.00% NEW $21.89
1342 XRAY DENTSPLY SIRONA INC Healthcare 55,823.0 $638K 0.00% NEW $11.43 +19.4%
1343 DNLI DENALI THERAPEUTICS INC Healthcare 38,645.0 $638K 0.00% NEW $16.51 +43.2%
1344 DIOD DIODES INC Technology 12,900.0 $636K 0.00% NEW $49.34 +92.6%
1345 KSS KOHLS CORP Consumer Cyclical 31,180.0 $636K 0.00% NEW $20.41 -6.5%
1346 GEO GEO GROUP INC NEW Industrials 39,476.0 $636K 0.00% NEW $16.12 +94.4%
1347 CHEF CHEFS WHSE INC Consumer Defensive 10,208.0 $636K 0.00% NEW $62.33 +50.7%
1348 OI O-I GLASS INC Consumer Cyclical 42,874.0 $633K 0.00% NEW $14.76 -38.8%
1349 CTRI CENTURI HOLDINGS INC Utilities 25,041.0 $632K 0.00% NEW $25.25 +9.0%
1350 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 32,101.0 $632K 0.00% NEW $19.68 +58.9%
1351 LOAR LOAR HOLDINGS INC Industrials 9,225.0 $627K 0.00% NEW $68.00 +3.5%
1352 PTEN PATTERSON-UTI ENERGY INC Energy 102,263.0 $625K 0.00% NEW $6.11 +75.5%
1353 HCI HCI GROUP INC Financial Services 3,256.0 $624K 0.00% NEW $191.69 -8.4%
1354 JOE ST JOE CO Real Estate 10,506.0 $624K 0.00% NEW $59.37 +4.1%
1355 CAR AVIS BUDGET GROUP Industrials 4,853.0 $623K 0.00% NEW $128.32 +28.1%
1356 HILLENBRAND INC 19,631.0 $623K 0.00% NEW $31.72
1357 TRMK TRUSTMARK CORP Financial Services 15,951.0 $621K 0.00% NEW $38.95 +19.7%
1358 PRK PARK NATL CORP Financial Services 4,078.0 $621K 0.00% NEW $152.18 +22.4%
1359 AMR ALPHA METALLURGICAL RESOUR I Energy 3,102.0 $620K 0.00% NEW $199.88 -26.8%
1360 FRHC FREEDOM HLDG CORP NEV Financial Services 5,085.0 $619K 0.00% NEW $121.68 +29.9%
Page 68 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%