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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 77 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 KNTK KINETIK HOLDINGS INC Energy 12,917.0 $466K 0.00% NEW $36.05 +43.1%
1522 TXG 10X GENOMICS INC Healthcare 28,414.0 $463K 0.00% NEW $16.31 +188.2%
1523 WOR WORTHINGTON ENTERPRISES INC Industrials 8,979.0 $463K 0.00% NEW $51.57 +6.6%
1524 SLVM SYLVAMO CORP Basic Materials 9,603.0 $462K 0.00% NEW $48.15 -21.3%
1525 SEM SELECT MED HLDGS CORP Healthcare 31,086.0 $462K 0.00% NEW $14.85 +11.2%
1526 MNKD MANNKIND CORP Healthcare 81,412.0 $462K 0.00% NEW $5.67 -32.3%
1527 IRIDIUM COMMUNICATIONS INC 26,544.0 $461K 0.00% NEW $17.38
1528 HTO H2O AMERICA Utilities 9,401.0 $461K 0.00% NEW $48.99 +30.5%
1529 AGM FEDERAL AGRIC MTG CORP Financial Services 2,623.0 $461K 0.00% NEW $175.57 +18.4%
1530 BKE BUCKLE INC Consumer Cyclical 8,556.0 $457K 0.00% NEW $53.42 -19.1%
1531 SAM BOSTON BEER INC Consumer Defensive 2,337.0 $456K 0.00% NEW $195.13 -10.7%
1532 IPAR INTERPARFUMS INC Consumer Defensive 5,366.0 $455K 0.00% NEW $84.83 +44.1%
1533 NIC NICOLET BANKSHARES INC Financial Services 3,750.0 $455K 0.00% NEW $121.30 +38.3%
1534 INOD INNODATA INC Technology 8,920.0 $454K 0.00% NEW $50.95 +20.6%
1535 PAYO PAYONEER GLOBAL INC Technology 80,440.0 $452K 0.00% NEW $5.62 +26.8%
1536 SYRE SPYRE THERAPEUTICS INC Healthcare 13,797.0 $452K 0.00% NEW $32.76 +202.8%
1537 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 50,472.0 $451K 0.00% NEW $8.94 +31.4%
1538 UFPT UFP TECHNOLOGIES INC Healthcare 2,032.0 $451K 0.00% NEW $222.03 +7.3%
1539 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 38,570.0 $450K 0.00% NEW $11.67 +57.2%
1540 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 12,024.0 $450K 0.00% NEW $37.42 -6.8%
Page 77 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%