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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 19 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AKAM AKAMAI TECHNOLOGIES INC Technology 40,623.0 $4.8M 0.02% +1K +2.8% $118.21 -10.6%
362 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 55,499.0 $4.8M 0.02% +2K +3.1% $86.09 +17.3%
363 CF CF INDUSTRIES HOLD Basic Materials 44,044.0 $4.8M 0.02% +2K +3.9% $108.26 +19.4%
364 TSCO TRACTOR SUPPLY CO Consumer Cyclical 150,812.0 $4.8M 0.02% +7K +5.0% $31.61 +13.6%
365 SMCI SUPER MICRO COMPUTER INC Technology 161,980.0 $4.8M 0.02% +16K +10.9% $29.33 +19.9%
366 MAS MASCO CORP Industrials 58,178.0 $4.7M 0.02% +2K +3.1% $81.37 -10.1%
367 GPC GENUINE PARTS CO Consumer Cyclical 39,888.0 $4.7M 0.02% +2K +5.5% $117.98 +15.0%
368 RGLD ROYAL GOLD INC Basic Materials 23,410.0 $4.7M 0.02% +228.0 +1.0% $199.61 +32.1%
369 MAA MID-AMER APT CMNTYS INC Real Estate 33,358.0 $4.6M 0.02% +2K +4.8% $138.94 -4.2%
370 TSN TYSON FOODS INC Consumer Defensive 80,873.0 $4.6M 0.02% +4K +5.1% $57.25 +1.1%
371 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 27,337.0 $4.6M 0.02% +244.0 +0.9% $168.53 -9.2%
372 ANNALY CAPITAL MANAGEMENT IN 205,970.0 $4.6M 0.02% +20K +11.0% $22.36
373 BR BROADRIDGE FINL SOLUTIONS IN Technology 33,473.0 $4.6M 0.02% +2K +5.5% $136.95 +35.4%
374 NDSN NORDSON CORP Industrials 15,194.0 $4.6M 0.02% +783.0 +5.4% $301.69 +10.7%
375 TXT TEXTRON INC Industrials 49,916.0 $4.6M 0.02% +2K +4.2% $91.73 -10.5%
376 ROIV ROIVANT SCIENCES LTD Healthcare 128,364.0 $4.5M 0.02% +25K +24.4% $35.39 +2.7%
377 BALL BALL CORP Consumer Cyclical 72,494.0 $4.5M 0.02% +3K +4.8% $62.40 +3.2%
378 WPC WP CAREY INC Real Estate 62,873.0 $4.5M 0.02% +3K +5.6% $71.50 +0.1%
379 DAL DELTA AIR LINES INC Industrials 47,092.0 $4.4M 0.02% +3K +6.1% $93.66 -11.9%
380 ALB ALBEMARLE CORP Basic Materials 32,518.0 $4.4M 0.02% +186.0 +0.6% $135.03 +4.8%
Page 19 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%