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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 90 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 NEO NEOGENOMICS INC Healthcare 35,539.0 $264K 0.00% -556.0 -1.5% $7.42 +94.7%
1782 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 2,113.0 $263K 0.00% NEW $124.65 +15.5%
1783 MSEX MIDDLESEX WTR CO Utilities 5,036.0 $262K 0.00% -27.0 -0.5% $52.05 +7.6%
1784 NUVB NUVATION BIO INC Healthcare 60,931.0 $261K 0.00% -2K -2.5% $4.29 +49.9%
1785 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 43,167.0 $261K 0.00% +10K +28.3% $6.05 -6.9%
1786 XPLR INFRASTRUCTURE LP 24,520.0 $260K 0.00% -546.0 -2.2% $10.62
1787 TIC TIC SOLUTIONS INC Industrials 39,535.0 $260K 0.00% +612.0 +1.6% $6.58 +6.4%
1788 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 12,190.0 $260K 0.00% -126.0 -1.0% $21.34 +30.3%
1789 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 7,715.0 $260K 0.00% -57.0 -0.7% $33.65 -8.5%
1790 UPBOUND GROUP INC 14,312.0 $258K 0.00% -99.0 -0.7% $18.05
1791 DEA EASTERLY GOVT PPTYS INC Real Estate 12,041.0 $258K 0.00% $21.43 +18.0%
1792 CDRE CADRE HLDGS INC Industrials 8,390.0 $257K 0.00% -84.0 -1.0% $30.68 -5.0%
1793 ZYMEWORKS INC 10,277.0 $257K 0.00% -118.0 -1.1% $25.04
1794 UTL UNITIL CORP Utilities 4,921.0 $257K 0.00% $52.24 +3.2%
1795 WMK WEIS MKTS INC Consumer Defensive 3,748.0 $256K 0.00% -36.0 -0.9% $68.39 +13.3%
1796 TNGX TANGO THERAPEUTICS INC Healthcare 12,224.0 $256K 0.00% $20.92 +38.7%
1797 APPN APPIAN CORP Technology 10,565.0 $255K 0.00% -251.0 -2.3% $24.11 +5.1%
1798 WBI WATERBRIDGE INFRASTRUCTURE L Energy 9,507.0 $255K 0.00% NEW $26.79 +32.4%
1799 CCOI COGENT COMM HOLDINGS INC Communication Services 13,492.0 $254K 0.00% $18.84 -32.6%
1800 SGRY SURGERY PARTNERS INC Healthcare 21,316.0 $254K 0.00% $11.92 +36.7%
Page 90 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%