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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 37 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FR FIRST INDL RLTY TR INC Real Estate 36,373.0 $2.1M 0.01% -357.0 -1.0% $57.85 +17.0%
722 CYTK CYTOKINETICS INC Healthcare 31,904.0 $2.1M 0.01% $65.91 +24.7%
723 REXR REXFORD INDL RLTY INC Real Estate 63,948.0 $2.1M 0.01% -2K -2.9% $32.73 +12.3%
724 HALO HALOZYME THERAPEUTICS INC Healthcare 32,301.0 $2.1M 0.01% -357.0 -1.1% $64.63 +20.4%
725 PRAXIS PRECISION MEDICINES I 6,476.0 $2.1M 0.01% +753.0 +13.2% $322.19
726 ALV AUTOLIV INC Consumer Cyclical 19,830.0 $2.1M 0.01% -588.0 -2.9% $105.16 +13.2%
727 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 56,344.0 $2.1M 0.01% -501.0 -0.9% $37.01 +22.9%
728 AGX ARGAN INC Industrials 3,817.0 $2.1M 0.01% $544.65 +12.1%
729 KNSL KINSALE CAP GROUP INC Financial Services 6,073.0 $2.1M 0.01% $341.66 -4.7%
730 CAG CONAGRA BRANDS INC Consumer Defensive 131,608.0 $2.1M 0.01% -2K -1.4% $15.72 -5.7%
731 FLR FLUOR CORP Industrials 44,273.0 $2.1M 0.01% -585.0 -1.3% $46.65 +10.6%
732 FORM FORMFACTOR INC Technology 21,292.0 $2.1M 0.01% -126.0 -0.6% $96.99 +16.9%
733 LKQ LKQ CORP Consumer Cyclical 70,309.0 $2.1M 0.01% -2K -3.1% $29.37 -14.2%
734 SFM SPROUTS FMRS MKT INC Consumer Defensive 26,745.0 $2.1M 0.01% -452.0 -1.7% $77.13 -4.1%
735 CAVA CAVA GROUP INC Consumer Cyclical 25,487.0 $2.1M 0.01% -232.0 -0.9% $80.90 -22.9%
736 EPAM EPAM SYS INC Technology 15,178.0 $2.1M 0.01% -376.0 -2.4% $135.40 -36.1%
737 AOS SMITH A O CORP Industrials 31,137.0 $2.1M 0.01% -751.0 -2.4% $65.94 -10.0%
738 TTEK TETRA TECH INC NEW Industrials 68,151.0 $2.1M 0.01% -1K -1.7% $30.12 +2.9%
739 FCFS FIRSTCASH HOLDINGS INC Financial Services 10,910.0 $2.1M 0.01% -138.0 -1.2% $188.00 +11.0%
740 MTDR MATADOR RES CO Energy 32,427.0 $2.0M 0.01% -240.0 -0.7% $63.18 -13.0%
Page 37 of 103  ·  2,051 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%