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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $17.1B AUM 2,051 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 172 Added 1660 Reduced 60 Exited
Page 23 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ESS ESSEX PPTY TR INC Real Estate 17,498.0 $4.2M 0.03% -156.0 -0.9% $242.00 +20.9%
442 ROL ROLLINS INC Consumer Cyclical 79,026.0 $4.2M 0.03% -879.0 -1.1% $53.41 -17.9%
443 TRMB TRIMBLE INC Technology 64,649.0 $4.2M 0.03% -591.0 -0.9% $65.23 -23.3%
444 TXT TEXTRON INC Industrials 47,904.0 $4.2M 0.03% -987.0 -2.0% $87.56 +4.6%
445 PR PERMIAN RESOURCES CORP Energy 194,436.0 $4.1M 0.02% -2K -1.0% $21.32 +0.3%
446 APA APA CORPORATION Energy 97,419.0 $4.1M 0.02% -2K -1.8% $42.44 -14.8%
447 KIM KIMCO REALTY CORP Real Estate 183,931.0 $4.1M 0.02% -2K -1.0% $22.47 +16.3%
448 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 18,543.0 $4.1M 0.02% -309.0 -1.6% $222.07 +29.3%
449 HII HUNTINGTON INGALLS INDS INC Industrials 10,781.0 $4.1M 0.02% -172.0 -1.6% $379.90 -27.0%
450 BALL BALL CORP Consumer Cyclical 69,188.0 $4.1M 0.02% -2K -2.5% $59.11 +6.0%
451 J JACOBS SOLUTIONS INC Industrials 32,095.0 $4.1M 0.02% -842.0 -2.6% $127.28 +2.3%
452 APTIV PLC 58,722.0 $4.1M 0.02% -1K -1.9% $69.44
453 SOMNIGROUP INTERNATIONAL INC 54,774.0 $4.0M 0.02% -678.0 -1.2% $73.92
454 WPC WP CAREY INC Real Estate 59,563.0 $4.0M 0.02% -608.0 -1.0% $67.96 +10.5%
455 EWBC EAST WEST BANCORP INC Financial Services 37,791.0 $4.0M 0.02% -325.0 -0.8% $106.76 +22.9%
456 SSNC SS&C TECH HLDGS Technology 59,677.0 $4.0M 0.02% -669.0 -1.1% $67.57 -1.1%
457 PODD INSULET CORP Healthcare 19,115.0 $4.0M 0.02% -173.0 -0.9% $209.84 -22.9%
458 TYL TYLER TECHNOLOGIES INC Technology 11,691.0 $4.0M 0.02% -186.0 -1.6% $342.38 -15.9%
459 CLH CLEAN HARBORS INC Industrials 13,950.0 $4.0M 0.02% -122.0 -0.9% $286.73 +6.9%
460 GPC GENUINE PARTS CO Consumer Cyclical 37,803.0 $4.0M 0.02% -351.0 -0.9% $105.75 +14.0%
Page 23 of 83  ·  1,660 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 32.3%
Financial Services 11.5%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 9.9%
Industrials 9.5%
Consumer Defensive 5.1%
Energy 4.3%
Utilities 2.9%
Real Estate 2.4%