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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 61 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 SYM SYMBOTIC INC Industrials 14,128.0 $841K 0.01% NEW $59.50 -28.6%
1202 TPC TUTOR PERINI CORP Industrials 12,537.0 $840K 0.01% NEW $67.02 +29.5%
1203 DAN DANA INC Consumer Cyclical 35,094.0 $834K 0.01% NEW $23.76 +18.0%
1204 CRC CALIFORNIA RES CORP Energy 18,636.0 $833K 0.01% NEW $44.71 +20.4%
1205 WU WESTERN UN CO Financial Services 89,418.0 $832K 0.01% NEW $9.31 -9.0%
1206 LBRT LIBERTY ENERGY INC Energy 45,011.0 $831K 0.01% NEW $18.46 +36.2%
1207 FRPT FRESHPET INC Consumer Defensive 13,617.0 $830K 0.01% NEW $60.93 -5.3%
1208 MIRM MIRUM PHARMACEUTICALS INC Healthcare 10,503.0 $830K 0.01% NEW $78.99 +44.9%
1209 COGT COGENT BIOSCIENCES INC Healthcare 23,344.0 $829K 0.01% NEW $35.52 +11.3%
1210 REV GROUP INC 13,618.0 $828K 0.01% NEW $60.81
1211 GSAT GLOBALSTAR INC Communication Services 13,557.0 $828K 0.01% NEW $61.04 +31.0%
1212 TBBK BANCORP INC DEL Financial Services 12,237.0 $826K 0.00% NEW $67.52 -1.5%
1213 LCII LCI INDS Consumer Cyclical 6,786.0 $823K 0.00% NEW $121.34 -12.6%
1214 HURN HURON CONSULTING GROUP INC Industrials 4,753.0 $822K 0.00% NEW $172.91 -35.5%
1215 CPK CHESAPEAKE UTILS CORP Utilities 6,568.0 $819K 0.00% NEW $124.76 +8.4%
1216 POTLATCHDELTIC CORPORATION 20,512.0 $816K 0.00% NEW $39.78
1217 LXP INDUSTRIAL TRUST 16,428.0 $814K 0.00% NEW $49.58
1218 HNI HNI CORP Industrials 19,322.0 $812K 0.00% NEW $42.04 -2.0%
1219 BL BLACKLINE INC Technology 14,669.0 $811K 0.00% NEW $55.29 -49.6%
1220 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 33,235.0 $811K 0.00% NEW $24.40 -33.8%
Page 61 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%