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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $18.4B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2048 New
Page 39 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PNFP PINNACLE FINL PARTNERS INC Financial Services 21,526.0 $2.1M 0.01% NEW $95.41 +2.0%
762 DINO HF SINCLAIR CORP Energy 44,508.0 $2.1M 0.01% NEW $46.08 +97.2%
763 MTCH MATCH GROUP INC NEW Communication Services 63,393.0 $2.0M 0.01% NEW $32.29 +17.8%
764 EMN EASTMAN CHEM CO Basic Materials 32,050.0 $2.0M 0.01% NEW $63.83 +8.7%
765 CHWY CHEWY INC Consumer Cyclical 61,510.0 $2.0M 0.01% NEW $33.05 -34.9%
766 CYTK CYTOKINETICS INC Healthcare 31,926.0 $2.0M 0.01% NEW $63.54 +29.4%
767 MIDD MIDDLEBY CORP Industrials 13,464.0 $2.0M 0.01% NEW $148.67 -11.9%
768 ERIE ERIE INDTY CO Financial Services 6,968.0 $2.0M 0.01% NEW $286.65 -26.4%
769 CHDN CHURCHILL DOWNS INC Consumer Cyclical 17,552.0 $2.0M 0.01% NEW $113.78 -27.8%
770 VOYA VOYA FINANCIAL INC Financial Services 26,772.0 $2.0M 0.01% NEW $74.49 +31.9%
771 MP MP MATERIALS CORP Basic Materials 39,455.0 $2.0M 0.01% NEW $50.52 -9.6%
772 CELH CELSIUS HLDGS INC Consumer Defensive 43,248.0 $2.0M 0.01% NEW $45.74 -37.8%
773 INGR INGREDION INC Consumer Defensive 17,923.0 $2.0M 0.01% NEW $110.26 -7.1%
774 CWAN CLEARWATER ANALYTICS HLDGS I Technology 81,701.0 $2.0M 0.01% NEW $24.12 +1.8%
775 HRL HORMEL FOODS CORP Consumer Defensive 83,042.0 $2.0M 0.01% NEW $23.70 +6.4%
776 TTMI TTM TECHNOLOGIES INC Technology 28,473.0 $2.0M 0.01% NEW $69.00 +112.8%
777 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 42,095.0 $2.0M 0.01% NEW $46.49 +1.7%
778 RGTI RIGETTI COMPUTING INC Technology 88,035.0 $1.9M 0.01% NEW $22.15 -31.2%
779 AXTA AXALTA COATING SYS LTD Basic Materials 60,310.0 $1.9M 0.01% NEW $32.31 +1.5%
780 MOOG INC 7,990.0 $1.9M 0.01% NEW $243.55
Page 39 of 103  ·  2,048 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 34.0%
Financial Services 12.3%
Consumer Cyclical 10.6%
Communication Services 10.3%
Healthcare 10.0%
Industrials 8.7%
Consumer Defensive 4.6%
Energy 3.1%
Utilities 2.5%
Real Estate 2.3%