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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $19.9B AUM 2,071 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 974 Added 735 Reduced 63 Exited
Page 13 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CNP CENTERPOINT ENERGY INC Utilities 187,186.0 $8.2M 0.04% +10K +5.5% $44.04 -11.2%
242 XYL XYLEM INC Industrials 69,712.0 $8.2M 0.04% +4K +5.4% $118.21 -3.4%
243 LYV LIVE NATION ENTERTAINMENT IN Communication Services 44,970.0 $8.2M 0.04% +802.0 +1.8% $183.11 +0.8%
244 EIX EDISON INTL Utilities 110,357.0 $8.2M 0.04% +6K +5.5% $74.45 -0.6%
245 ATO ATMOS ENERGY CORP Utilities 47,433.0 $8.2M 0.04% +3K +7.9% $172.27 -2.6%
246 RMD RESMED INC Healthcare 41,768.0 $8.1M 0.04% +2K +5.3% $194.88 +19.3%
247 HAL HALLIBURTON CO Energy 239,449.0 $8.1M 0.04% +11K +4.7% $33.95 +2.0%
248 CW CURTISS WRIGHT CORP Industrials 10,582.0 $8.0M 0.04% +557.0 +5.6% $757.76 -18.8%
249 OTIS OTIS WORLDWIDE CORP Industrials 111,451.0 $8.0M 0.04% +6K +5.2% $71.60 +0.8%
250 HUBB HUBBELL INC Industrials 15,203.0 $8.0M 0.04% +758.0 +5.2% $523.20 -10.8%
251 WSM WILLIAMS SONOMA INC Consumer Cyclical 34,123.0 $8.0M 0.04% +2K +5.2% $233.10 +2.0%
252 FICO FAIR ISAAC CORP Technology 6,631.0 $7.9M 0.04% +188.0 +2.9% $1194.78 -2.4%
253 ENTG ENTEGRIS INC Technology 43,652.0 $7.9M 0.04% +2K +6.0% $179.86 -23.1%
254 PPL PPL CORP Utilities 215,655.0 $7.8M 0.04% +14K +7.2% $36.35 -3.6%
255 ES EVERSOURCE ENERGY Utilities 107,759.0 $7.8M 0.04% +6K +5.7% $72.27 -1.4%
256 PPG PPG INDS INC Basic Materials 64,166.0 $7.8M 0.04% +3K +5.2% $121.29 -6.6%
257 FTAI AVIATION LTD 28,676.0 $7.8M 0.04% +805.0 +2.9% $270.53
258 AMRIZE LTD 142,718.0 $7.6M 0.04% +7K +5.5% $53.30
259 TECHNIPFMC PLC 114,674.0 $7.6M 0.04% +4K +3.2% $66.30
260 SYF SYNCHRONY FINANCIAL Financial Services 99,660.0 $7.6M 0.04% +2K +1.8% $76.05 +5.2%
Page 13 of 49  ·  974 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 37.8%
Financial Services 11.0%
Healthcare 9.8%
Consumer Cyclical 9.8%
Industrials 9.6%
Communication Services 7.0%
Consumer Defensive 4.6%
Energy 3.3%
Utilities 2.7%
Real Estate 2.4%