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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 58 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 LMAT LEMAITRE VASCULAR INC Healthcare 5,920.0 $646K 0.00% -120.0 -2.0% $109.17 -9.1%
1142 BANF BANCFIRST CORP Financial Services 5,952.0 $646K 0.00% -123.0 -2.0% $108.50 +6.4%
1143 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 16,501.0 $646K 0.00% -615.0 -3.6% $39.12 +27.5%
1144 GEO GEO GROUP INC Industrials 38,261.0 $643K 0.00% -1K -3.1% $16.81 +84.3%
1145 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 28,004.0 $643K 0.00% -519.0 -1.8% $22.95 +14.1%
1146 CACC CREDIT ACCEP CORP MICH Financial Services 1,516.0 $642K 0.00% -45.0 -2.9% $423.46 +44.7%
1147 FBNC FIRST BANCORP N C Financial Services 11,389.0 $642K 0.00% -74.0 -0.7% $56.35 +11.3%
1148 ABM ABM INDS INC Industrials 16,545.0 $637K 0.00% -478.0 -2.8% $38.52 +21.1%
1149 COCO VITA COCO CO INC Consumer Defensive 13,296.0 $637K 0.00% -161.0 -1.2% $47.91 +58.9%
1150 XRAY DENTSPLY SIRONA INC Healthcare 54,813.0 $636K 0.00% -1K -1.8% $11.60 +14.6%
1151 LQDA LIQUIDIA CORPORATION Healthcare 16,727.0 $631K 0.00% -145.0 -0.9% $37.74 +124.1%
1152 NTCT NETSCOUT SYS INC Technology 19,829.0 $630K 0.00% -208.0 -1.0% $31.79 +29.0%
1153 VRRM VERRA MOBILITY CORP Technology 43,828.0 $626K 0.00% -41K -48.0% $14.29 -71.7%
1154 CSGS CSG SYS INTL INC Technology 7,834.0 $626K 0.00% -158.0 -2.0% $79.94 +0.9%
1155 HOG HARLEY DAVIDSON INC Consumer Cyclical 30,846.0 $624K 0.00% -2K -4.8% $20.22 +36.7%
1156 HNI HNI CORP Industrials 18,674.0 $624K 0.00% -648.0 -3.4% $33.39 +24.4%
1157 SIRIUSPOINT LTD 28,904.0 $623K 0.00% -355.0 -1.2% $21.54
1158 MADISON SQUARE GARDEN ENTMT 10,537.0 $621K 0.00% -260.0 -2.4% $58.91
1159 CUBI CUSTOMERS BANCORP INC Financial Services 8,923.0 $619K 0.00% -223.0 -2.4% $69.41 +10.0%
1160 AMR ALPHA METALLURGICAL RESOUR I Energy 3,009.0 $618K 0.00% -93.0 -3.0% $205.27 -29.2%
Page 58 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%