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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 74 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 CIM CHIMERA INVT CORP Real Estate 22,856.0 $287K 0.00% -252.0 -1.1% $12.55 +1.5%
1462 IDT IDT CORP Communication Services 5,809.0 $285K 0.00% -60.0 -1.0% $49.10 +29.0%
1463 OCFC OCEANFIRST FINL CORP Financial Services 15,763.0 $284K 0.00% -207.0 -1.3% $18.04 +9.8%
1464 CCB COASTAL FINL CORP WA Financial Services 3,735.0 $284K 0.00% -40.0 -1.1% $76.10 +1.5%
1465 PDFS PDF SOLUTIONS INC Technology 8,682.0 $284K 0.00% -120.0 -1.4% $32.71 +66.7%
1466 UAMY UNITED STATES ANTIMONY CORP Basic Materials 32,497.0 $284K 0.00% -439.0 -1.3% $8.73 -33.1%
1467 CNXC CONCENTRIX CORP Technology 10,260.0 $281K 0.00% -86.0 -0.8% $27.36 -13.0%
1468 TRVI TREVI THERAPEUTICS INC Healthcare 23,415.0 $279K 0.00% -648.0 -2.7% $11.93 +52.4%
1469 PMT PENNYMAC MTG INVT TR Real Estate 23,920.0 $279K 0.00% -330.0 -1.4% $11.66 -16.0%
1470 ENR ENERGIZER HLDGS INC Industrials 16,959.0 $278K 0.00% -261.0 -1.5% $16.42 +22.3%
1471 RLJ RLJ LODGING TR Real Estate 37,369.0 $277K 0.00% -504.0 -1.3% $7.42 +65.0%
1472 OSBC OLD SECOND BANCORP INC DEL Financial Services 13,743.0 $277K 0.00% -202.0 -1.4% $20.16 +17.5%
1473 HLIT HARMONIC INC Technology 30,827.0 $277K 0.00% -572.0 -1.8% $8.98 +38.9%
1474 WS WORTHINGTON STL INC Basic Materials 9,081.0 $276K 0.00% -111.0 -1.2% $30.35 +18.0%
1475 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 4,789.0 $272K 0.00% -193.0 -3.9% $56.78 +68.5%
1476 CTBI COMMUNITY TR BANCORP INC Financial Services 4,477.0 $272K 0.00% -65.0 -1.4% $60.72 +23.8%
1477 MLKN MILLERKNOLL INC Consumer Cyclical 18,746.0 $271K 0.00% -316.0 -1.7% $14.46 +46.5%
1478 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 3,952.0 $271K 0.00% -39.0 -1.0% $68.57 +42.2%
1479 MFA MFA FINL INC Real Estate 28,071.0 $269K 0.00% -576.0 -2.0% $9.58 -2.7%
1480 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 7,822.0 $268K 0.00% -198.0 -2.5% $34.26 +29.7%
Page 74 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%