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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 81 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 IIPR INNOVATIVE INDL PPTYS INC Real Estate 7,694.0 $386K 0.00% -105.0 -1.4% $50.16 +26.2%
1602 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 9,794.0 $386K 0.00% -150.0 -1.5% $39.39 -8.8%
1603 PRCT PROCEPT BIOROBOTICS CORP Healthcare 15,348.0 $384K 0.00% -173.0 -1.1% $25.01 -28.6%
1604 ARI APOLLO COML REAL ESTATE FIN Real Estate 36,256.0 $383K 0.00% -533.0 -1.4% $10.56 -35.7%
1605 DCH DAUCH CORP Industrials 64,561.0 $383K 0.00% NEW $5.93 -4.9%
1606 AGM FEDERAL AGRIC MTG CORP Financial Services 2,578.0 $382K 0.00% -45.0 -1.7% $148.35 +40.0%
1607 LPG DORIAN LPG LTD Energy 11,181.0 $382K 0.00% -82.0 -0.7% $34.20 +30.2%
1608 PGNY PROGYNY INC Healthcare 22,496.0 $382K 0.00% -315.0 -1.4% $16.98 +84.3%
1609 FIGS FIGS INC Consumer Cyclical 25,765.0 $381K 0.00% +154.0 +0.6% $14.77 -33.1%
1610 HLX HELIX ENERGY SOLUTIONS GRP I Energy 38,379.0 $380K 0.00% -466.0 -1.2% $9.89 -2.4%
1611 QUBT QUANTUM COMPUTING INC Technology 55,405.0 $380K 0.00% $6.85 +18.0%
1612 ANIP ANI PHARMACEUTICALS INC Healthcare 4,935.0 $380K 0.00% -66.0 -1.3% $76.90 +1.2%
1613 PAYO PAYONEER GLOBAL INC Technology 78,325.0 $378K 0.00% -2K -2.6% $4.83 +47.6%
1614 PUMP PROPETRO HLDG CORP Energy 26,123.0 $376K 0.00% +3K +12.7% $14.41 -6.4%
1615 MAN MANPOWERGROUP INC WIS Industrials 12,721.0 $375K 0.00% -147.0 -1.1% $29.46 +73.9%
1616 UPWK UPWORK INC Industrials 34,094.0 $374K 0.00% -862.0 -2.5% $10.96 -19.1%
1617 RXRX RECURSION PHARMACEUTICALS IN Healthcare 121,706.0 $374K 0.00% +20K +20.1% $3.07 -2.4%
1618 HOPE HOPE BANCORP INC Financial Services 33,449.0 $374K 0.00% -551.0 -1.6% $11.17 +21.0%
1619 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 26,975.0 $374K 0.00% -372.0 -1.4% $13.85 +7.9%
1620 CLEARWAY ENERGY INC 9,519.0 $373K 0.00% -238.0 -2.4% $39.17
Page 81 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%