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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 65 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 LC LENDINGCLUB ISSUANCE TR SER Financial Services 31,689.0 $454K 0.00% -343.0 -1.1% $14.32 +34.1%
1282 HTH HILLTOP HLDGS INC Financial Services 12,638.0 $453K 0.00% -572.0 -4.3% $35.82 +7.0%
1283 ROG ROGERS CORP Technology 4,203.0 $451K 0.00% -112.0 -2.6% $107.33 +26.5%
1284 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 4,922.0 $451K 0.00% -53.0 -1.1% $91.64 +4.8%
1285 HLMN HILLMAN SOLUTIONS CORP Industrials 54,191.0 $451K 0.00% -930.0 -1.7% $8.32 -5.0%
1286 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 6,104.0 $450K 0.00% -295.0 -4.6% $73.70 +20.7%
1287 FLO FLOWERS FOODS INC Consumer Defensive 55,161.0 $450K 0.00% -992.0 -1.8% $8.15 +4.3%
1288 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 11,155.0 $449K 0.00% -252.0 -2.2% $40.26 -27.4%
1289 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 49,656.0 $447K 0.00% -816.0 -1.6% $9.01 +31.2%
1290 VCEL VERICEL CORP Healthcare 13,891.0 $447K 0.00% -161.0 -1.1% $32.17 +43.4%
1291 GBX GREENBRIER COS INC Industrials 8,486.0 $447K 0.00% -135.0 -1.6% $52.65 -4.9%
1292 SEB SEABOARD CORP DEL Industrials 79.0 $447K 0.00% -3.0 -3.7% $5654.03 -19.9%
1293 VVX V2X INC Industrials 6,503.0 $445K 0.00% -118.0 -1.8% $68.50 +15.7%
1294 OI O-I GLASS INC Consumer Cyclical 42,221.0 $444K 0.00% -653.0 -1.5% $10.51 -14.8%
1295 EOSE EOS ENERGY ENTERPRISES INC Industrials 89,022.0 $442K 0.00% -484.0 -0.5% $4.96 -15.1%
1296 ADNT ADIENT PLC Consumer Cyclical 21,742.0 $439K 0.00% -940.0 -4.1% $20.21 -1.4%
1297 STBA S & T BANCORP INC Financial Services 10,498.0 $439K 0.00% -169.0 -1.6% $41.83 +18.9%
1298 SKYWARD SPECIALTY INS GROUP 10,008.0 $437K 0.00% -169.0 -1.7% $43.68
1299 WLY WILEY JOHN & SONS INC Communication Services 11,428.0 $435K 0.00% -382.0 -3.2% $38.10 +34.2%
1300 VRE VERIS RESIDENTIAL INC Real Estate 23,071.0 $435K 0.00% -327.0 -1.4% $18.87 +0.6%
Page 65 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%