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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 78 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 BFST BUSINESS FIRST BANCSHARES IN Financial Services 8,131.0 $220K 0.00% -104.0 -1.3% $27.04 +14.1%
1542 SCSC SCANSOURCE INC Technology 6,027.0 $219K 0.00% -75.0 -1.2% $36.30 +52.9%
1543 IRMD IRADIMED CORP Healthcare 2,271.0 $219K 0.00% -41.0 -1.8% $96.26 -1.3%
1544 COTY COTY INC Consumer Defensive 108,107.0 $217K 0.00% -2K -1.8% $2.01 +36.8%
1545 HAFC HANMI FINL CORP Financial Services 8,229.0 $217K 0.00% -188.0 -2.2% $26.36 +23.2%
1546 TFSL TFS FINL CORP Financial Services 15,410.0 $217K 0.00% -252.0 -1.6% $14.05 +30.6%
1547 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,999.0 $215K 0.00% -32.0 -1.6% $107.50 +14.3%
1548 CORE LABORATORIES INC 12,775.0 $214K 0.00% -186.0 -1.4% $16.79
1549 BLFS BIOLIFE SOLUTIONS INC Healthcare 11,241.0 $214K 0.00% -149.0 -1.3% $19.08 +53.0%
1550 MBWM MERCANTILE BK CORP Financial Services 4,241.0 $214K 0.00% -48.0 -1.1% $50.50 +18.2%
1551 PURSUIT ATTRACTIONS AND HOSP 5,825.0 $213K 0.00% -115.0 -1.9% $36.63
1552 MATW MATTHEWS INTL CORP Industrials 8,112.0 $209K 0.00% -55.0 -0.7% $25.82 +6.5%
1553 DAKT DAKTRONICS INC Technology 10,664.0 $208K 0.00% -119.0 -1.1% $19.55 +0.2%
1554 CLVT CLARIVATE PLC Technology 81,757.0 $207K 0.00% -4K -4.9% $2.53 -11.1%
1555 LQDT LIQUIDITY SVCS INC Consumer Cyclical 6,733.0 $206K 0.00% -318.0 -4.5% $30.57 +27.0%
1556 THFF FIRST FINANCIAL CORPORATION Financial Services 3,256.0 $206K 0.00% -96.0 -2.9% $63.20 +22.0%
1557 ESRT EMPIRE ST RLTY TR INC Real Estate 39,510.0 $205K 0.00% -804.0 -2.0% $5.20 +6.3%
1558 BBSI BARRETT BUSINESS SVCS INC Industrials 7,038.0 $205K 0.00% -110.0 -1.5% $29.18 +36.3%
1559 WSR WHITESTONE REIT Real Estate 12,628.0 $204K 0.00% -95.0 -0.8% $16.15 +17.6%
1560 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 4,405.0 $203K 0.00% -69.0 -1.5% $46.14 -26.4%
Page 78 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%