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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 50 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 OLN OLIN CORP Basic Materials 31,347.0 $932K 0.01% -810.0 -2.5% $29.73 -18.5%
982 BOX BOX INC Technology 39,358.0 $930K 0.01% -1K -2.6% $23.64 +20.3%
983 SHAK SHAKE SHACK INC Consumer Cyclical 10,504.0 $929K 0.01% -364.0 -3.4% $88.47 -36.8%
984 FBP FIRST BANCORP CORPORATION Financial Services 43,402.0 $927K 0.01% -1K -2.9% $21.36 +35.1%
985 KBH KB HOME Consumer Cyclical 17,789.0 $921K 0.01% -265.0 -1.5% $51.75 +9.1%
986 CWEN CLEARWAY ENERGY INC Utilities 23,412.0 $920K 0.01% -423.0 -1.8% $39.29 -14.3%
987 FUL FULLER H B CO Basic Materials 14,860.0 $917K 0.01% -306.0 -2.0% $61.68 -8.8%
988 GPOR GULFPORT ENERGY CORP Energy 4,328.0 $916K 0.01% -88.0 -2.0% $211.57 -24.8%
989 AVNT AVIENT CORPORATION Basic Materials 25,156.0 $913K 0.01% -320.0 -1.3% $36.30 +2.9%
990 CCC CCC INTELLIGENT SOLUTIONS HL Technology 152,052.0 $912K 0.01% -2K -1.5% $6.00 -4.5%
991 WSBC WESBANCO INC Financial Services 26,381.0 $910K 0.01% -310.0 -1.2% $34.49 +18.6%
992 OTTR OTTER TAIL CORP Utilities 10,359.0 $909K 0.01% -171.0 -1.6% $87.77 +5.7%
993 CC CHEMOURS CO Basic Materials 41,172.0 $907K 0.01% -1K -2.6% $22.03 -17.2%
994 KFY KORN FERRY Industrials 14,348.0 $903K 0.01% -161.0 -1.1% $62.95 +24.1%
995 CENX CENTURY ALUM CO Basic Materials 15,382.0 $903K 0.01% -281.0 -1.8% $58.69 -22.8%
996 AVA AVISTA CORP Utilities 22,356.0 $897K 0.01% -288.0 -1.3% $40.14 +5.2%
997 BILL BILL HOLDINGS INC Technology 23,401.0 $896K 0.01% -659.0 -2.7% $38.30 +9.4%
998 WHD CACTUS INC Energy 18,912.0 $896K 0.01% -175.0 -0.9% $47.37 +18.2%
999 EXPO EXPONENT INC Industrials 13,703.0 $894K 0.01% -327.0 -2.3% $65.25 -6.9%
1000 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 24,574.0 $893K 0.01% -440.0 -1.8% $36.32 +130.5%
Page 50 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%