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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 38 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 47,571.0 $2.0M 0.01% -839.0 -1.7% $43.06 -4.7%
742 VIAV VIAVI SOLUTIONS INC Technology 61,307.0 $2.0M 0.01% -735.0 -1.2% $33.28 +29.3%
743 WAL WESTERN ALLIANCE BANCORP Financial Services 28,727.0 $2.0M 0.01% -333.0 -1.1% $70.85 +13.6%
744 ARW ARROW ELECTRS INC Technology 14,150.0 $2.0M 0.01% -173.0 -1.2% $143.41 +52.6%
745 CRUS CIRRUS LOGIC INC Technology 14,017.0 $2.0M 0.01% -276.0 -1.9% $144.62 -3.5%
746 UAL UNITED AIRLS HLDGS INC Industrials 21,992.0 $2.0M 0.01% -277.0 -1.2% $92.07 +27.8%
747 AGCO AGCO CORP Industrials 17,428.0 $2.0M 0.01% -272.0 -1.5% $115.87 +1.2%
748 ESE ESCO TECHNOLOGIES INC Technology 7,114.0 $2.0M 0.01% -138.0 -1.9% $281.37 +15.8%
749 RBRK RUBRIK INC. Technology 40,517.0 $2.0M 0.01% +1K +2.9% $48.97 +50.5%
750 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 42,708.0 $2.0M 0.01% $46.42 +6.9%
751 CE CELANESE CORP DEL Basic Materials 30,085.0 $2.0M 0.01% -764.0 -2.5% $65.77 -26.5%
752 JXN JACKSON FINANCIAL INC Financial Services 18,675.0 $2.0M 0.01% -676.0 -3.5% $105.72 +17.1%
753 INGR INGREDION INC Consumer Defensive 17,451.0 $2.0M 0.01% -472.0 -2.6% $112.66 -9.1%
754 HQY HEALTHEQUITY INC Healthcare 23,467.0 $2.0M 0.01% -432.0 -1.8% $83.57 +14.8%
755 SSD SIMPSON MFG INC Industrials 11,390.0 $2.0M 0.01% -208.0 -1.8% $171.62 +8.8%
756 SMTC SEMTECH CORP Technology 25,418.0 $2.0M 0.01% +1K +4.7% $76.89 +78.1%
757 AWI ARMSTRONG WORLD INDS INC NEW Industrials 11,844.0 $2.0M 0.01% -216.0 -1.8% $164.80 -4.6%
758 SANM SANMINA CORP Technology 14,987.0 $1.9M 0.01% +212.0 +1.4% $129.64 +67.7%
759 U UNITY SOFTWARE INC Technology 87,086.0 $1.9M 0.01% +455.0 +0.5% $21.94 +36.1%
760 PL PLANET LABS PBC Industrials 68,293.0 $1.9M 0.01% +1K +1.7% $27.95 -19.1%
Page 38 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%