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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 89 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 VRTS VIRTUS INVT PARTNERS INC Financial Services 1,801.0 $294K 0.00% NEW $163.15 +0.3%
1762 JBGS JBG SMITH PPTYS Real Estate 17,254.0 $293K 0.00% NEW $17.01 -14.0%
1763 FIGS FIGS INC Consumer Cyclical 25,611.0 $291K 0.00% NEW $11.36 -9.6%
1764 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 13,473.0 $290K 0.00% NEW $21.56 -39.3%
1765 KRP KIMBELL RTY PARTNERS LP Energy 24,697.0 $290K 0.00% NEW $11.76 +30.0%
1766 PDM PIEDMONT REALTY TRUST INC Real Estate 34,748.0 $290K 0.00% NEW $8.34 +16.1%
1767 JAMF HLDG CORP 22,203.0 $289K 0.00% NEW $13.01
1768 CIM CHIMERA INVT CORP Real Estate 23,108.0 $287K 0.00% NEW $12.43 +2.5%
1769 CLVT CLARIVATE PLC Technology 85,989.0 $287K 0.00% NEW $3.34 -31.6%
1770 OCFC OCEANFIRST FINL CORP Financial Services 15,970.0 $287K 0.00% NEW $17.95 +10.1%
1771 PHR PHREESIA INC Healthcare 16,898.0 $286K 0.00% NEW $16.92 -37.2%
1772 COUR COURSERA INC Consumer Defensive 38,786.0 $285K 0.00% NEW $7.36 -27.1%
1773 RLAY RELAY THERAPEUTICS INC Healthcare 33,531.0 $284K 0.00% NEW $8.46 +125.5%
1774 SKYW SKYWEST INC Industrials 2,822.0 $283K 0.00% NEW $100.41 -5.5%
1775 LILAK LIBERTY LATIN AMERICA LTD Communication Services 37,940.0 $283K 0.00% NEW $7.46 -2.3%
1776 SCL STEPAN CO Basic Materials 5,969.0 $283K 0.00% NEW $47.36 +24.1%
1777 RLJ RLJ LODGING TR Real Estate 37,873.0 $282K 0.00% NEW $7.45 +64.4%
1778 TLRY TILRAY BRANDS INC Healthcare 31,179.0 $282K 0.00% NEW $9.03 -52.8%
1779 EIG EMPLOYERS HLDGS INC Financial Services 6,519.0 $281K 0.00% NEW $43.17 +17.1%
1780 BY BYLINE BANCORP INC Financial Services 9,623.0 $281K 0.00% NEW $29.15 +30.3%
Page 89 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%