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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 67 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 WAFD WAFD INC Financial Services 20,995.0 $659K 0.00% -1K -4.6% $31.40 +18.1%
1322 PRDO PERDOCEO ED CORP Consumer Defensive 17,668.0 $657K 0.00% -355.0 -2.0% $37.21 -21.0%
1323 PLAB PHOTRONICS INC Technology 16,223.0 $656K 0.00% -250.0 -1.5% $40.41 -22.7%
1324 CELC CELCUITY INC Healthcare 5,719.0 $653K 0.00% +2K +58.7% $114.14 -21.0%
1325 MPT MEDICAL PROPERTIES TRUST INC Financial Services 140,920.0 $652K 0.00% -2K -1.5% $4.63 +3.9%
1326 IVT INVENTRUST PPTYS CORP Real Estate 21,327.0 $650K 0.00% -231.0 -1.1% $30.46 +18.6%
1327 JOE ST JOE CO Real Estate 10,321.0 $648K 0.00% -185.0 -1.8% $62.80 -1.6%
1328 HIW HIGHWOODS PPTYS INC Real Estate 30,198.0 $647K 0.00% $21.41 +51.8%
1329 LMAT LEMAITRE VASCULAR INC Healthcare 5,920.0 $646K 0.00% -120.0 -2.0% $109.17 -9.5%
1330 BANF BANCFIRST CORP Financial Services 5,952.0 $646K 0.00% -123.0 -2.0% $108.50 +6.3%
1331 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 16,501.0 $646K 0.00% -615.0 -3.6% $39.12 +26.1%
1332 GEO GEO GROUP INC Industrials 38,261.0 $643K 0.00% -1K -3.1% $16.81 +86.4%
1333 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 28,004.0 $643K 0.00% -519.0 -1.8% $22.95 +13.1%
1334 CACC CREDIT ACCEP CORP MICH Financial Services 1,516.0 $642K 0.00% -45.0 -2.9% $423.46 +43.2%
1335 FBNC FIRST BANCORP N C Financial Services 11,389.0 $642K 0.00% -74.0 -0.7% $56.35 +11.1%
1336 ABM ABM INDS INC Industrials 16,545.0 $637K 0.00% -478.0 -2.8% $38.52 +22.0%
1337 COCO VITA COCO CO INC Consumer Defensive 13,296.0 $637K 0.00% -161.0 -1.2% $47.91 +55.4%
1338 XRAY DENTSPLY SIRONA INC Healthcare 54,813.0 $636K 0.00% -1K -1.8% $11.60 +17.7%
1339 OSCR OSCAR HEALTH INC Healthcare 55,138.0 $632K 0.00% $11.47 +157.2%
1340 LQDA LIQUIDIA CORPORATION Healthcare 16,727.0 $631K 0.00% -145.0 -0.9% $37.74 +130.6%
Page 67 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%