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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 83 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 6,399.0 $378K 0.00% NEW $59.08 +51.1%
1642 XHR XENIA HOTELS & RESORTS INC Real Estate 26,682.0 $377K 0.00% NEW $14.14 +50.9%
1643 WEN WENDYS CO Consumer Cyclical 45,151.0 $376K 0.00% NEW $8.33 -9.4%
1644 PEB PEBBLEBROOK HOTEL TR Real Estate 33,198.0 $376K 0.00% NEW $11.32 +74.7%
1645 DCO DUCOMMUN INC DEL Industrials 3,949.0 $376K 0.00% NEW $95.13 +83.8%
1646 ANYWHERE REAL ESTATE INC 26,489.0 $375K 0.00% NEW $14.16
1647 VYX NCR VOYIX CORPORATION Technology 36,716.0 $375K 0.00% NEW $10.20 -22.1%
1648 ACADIAN ASSET MANAGEMENT INC 7,942.0 $373K 0.00% NEW $47.00
1649 RXO RXO INC Industrials 29,488.0 $373K 0.00% NEW $12.64 +128.0%
1650 HOPE HOPE BANCORP INC Financial Services 34,000.0 $373K 0.00% NEW $10.96 +23.2%
1651 EWTX EDGEWISE THERAPEUTICS INC Healthcare 14,937.0 $371K 0.00% NEW $24.82 +57.1%
1652 CRAI CRA INTL INC Industrials 1,846.0 $370K 0.00% NEW $200.69 -16.9%
1653 HLF HERBALIFE LTD Consumer Defensive 28,711.0 $370K 0.00% NEW $12.89 -5.4%
1654 IIPR INNOVATIVE INDL PPTYS INC Real Estate 7,799.0 $369K 0.00% NEW $47.36 +33.0%
1655 UVV UNIVERSAL CORP VA Consumer Defensive 6,955.0 $367K 0.00% NEW $52.75 +1.5%
1656 SEB SEABOARD CORP DEL Industrials 82.0 $364K 0.00% NEW $4444.82 +3.1%
1657 WKC WORLD KINECT CORPORATION Energy 15,552.0 $364K 0.00% NEW $23.43 +53.8%
1658 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 4,982.0 $363K 0.00% NEW $72.88 +28.4%
1659 ENVIRI CORP 20,242.0 $363K 0.00% NEW $17.92
1660 PAY PAYMENTUS HOLDINGS INC Technology 11,462.0 $362K 0.00% NEW $31.59 -8.6%
Page 83 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%