Arkolith/Funds/Arizona PSPRS Trust

Arizona PSPRS Trust

CIK 1565332Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR/AAmended
Active Filer

Arizona PSPRS Trust holds a concentrated book of 14 stocks worth $2.7B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened SPDR Gold Minishares Trust and trimmed SS Blackstone SR Loan ETF. Their largest long position is Ishares Core U.S. Aggregate at 43% of the equity book.

Opened
24
bought for the first time
Added to
4
already held, bought more
Trimmed
2
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
94%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Financials
10%
Industrials
0%
Information Technology
0%
Utilities
0%
Health Care
0%
Consumer Discretionary
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Arizona PSPRS Trust

Manager / fundShared namesTheir $ in those
Integrated Wealth Concepts LLC32 / 14$747.5M
BlackRock, Inc.31 / 14$98.8B
MORGAN STANLEY31 / 14$43.8B
BANK OF AMERICA CORP /DE/31 / 14$39.9B
JPMORGAN CHASE & CO31 / 14$32.5B
GOLDMAN SACHS GROUP INC31 / 14$20.8B
WELLS FARGO & COMPANY/MN31 / 14$17.2B
UBS Group AG31 / 14$12.1B

Ranked by the share of each fund's own book sitting in the names it shares with Arizona PSPRS Trust: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

14 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE US AGGBD ET
$1.1B11.53M
42.5%
+1.1%
Added · +121K sh
2Vanguard BD Index FDS
TOTAL BND MRKT
$731.9M9.97M
27.3%
+1.0%
Added · +100K sh
3World Gold TR
SPDR GLD MINIS
$266.6M3.36M
9.9%
New
New position
4Ssga Active ETF TR
ST STR BL LN ETF
$260.7M6.47M
9.7%
−23%
Reduced · −2.0M sh
5Ishares TR
MSCI USA MMENTM
$124.0M361.8K
4.6%
+0.1%
Added · +382 sh
6Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$112.9M1.65M
4.2%
+0.2%
Added · +4K sh
7Ishares Inc
MSCI WORLD ETF
$22.2M109.4K
0.8%
−2.3%
Reduced · −3K sh
8SPDR Index SHS FDS
ST STR PO EX ETF
$17.4M345.5K
0.6%
New
New position
9Primoris Svcs Corp
COM
$2.3M23.5K
0.1%
New
New position
10Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.2M30.9K
0.1%
New
New position
11Sea Ltd
SPONSORD ADS
$1.9M19.4K
0.1%
New
New position
12Cerebras Systems Inc
COM CL A
$398K1.8K
0.0%
New
New position
13Ishares Inc
MSCI EMRG CHN
$338K3.3K
0.0%
New
New position
14Uwm Holdings Corporation
COM CL A
$309K134.9K
0.0%
New
New position
Showing all 14 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202614$2.7B13F-HR/A
Q1 2026Mar 31, 2026Aug 3, 202610$2.7B13F-HR/A
Q4 2025Dec 31, 2025Feb 11, 202620$2.7B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202516$2.9B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202517$3.0B13F-HR
Q1 2025Mar 31, 2025May 15, 202518$3.0B13F-HR/A
Q4 2024Dec 31, 2024Feb 13, 202522$3.1B13F-HR/A
Q3 2024Sep 30, 2024Nov 15, 202453$2.5B13F-HR/A
Q2 2024Jun 30, 2024Aug 7, 20249$1.5B13F-HR
Amended / restated
  • Q2 2026 · filed Jul 24, 202613F-HR · superseded
  • Q1 2026 · filed Apr 17, 202613F-HR · superseded
  • Q1 2025 · filed May 14, 202513F-HR · superseded
  • Q4 2024 · filed Feb 13, 202513F-HR · superseded
  • Q3 2024 · filed Nov 14, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.