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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 22 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TYL TYLER TECHNOLOGIES INC Technology 12,172.0 $3.6M 0.02% +481.0 +4.1% $292.46 +21.7%
422 PNR PENTAIR PLC Industrials 46,333.0 $3.6M 0.02% +2K +4.2% $76.66 -17.4%
423 LEIDOS HOLDINGS INC 34,300.0 $3.5M 0.02% +1K +3.9% $102.97
424 FNF FIDELITY NATL FINL INC Financial Services 73,851.0 $3.5M 0.02% +4K +5.6% $47.16 +0.6%
425 ALLE ALLEGION PLC Industrials 24,699.0 $3.5M 0.02% +1K +5.7% $140.49 +15.8%
426 ROL ROLLINS INC Consumer Cyclical 82,915.0 $3.5M 0.02% +4K +4.9% $41.74 -10.7%
427 FORM FORMFACTOR INC Technology 21,510.0 $3.4M 0.02% +218.0 +1.0% $159.93 -32.5%
428 IONS IONIS PHARMACEUTICALS INC Healthcare 43,302.0 $3.4M 0.02% +1K +2.5% $79.29 -21.8%
429 TRMB TRIMBLE INC Technology 67,070.0 $3.4M 0.02% +2K +3.7% $51.18 +18.5%
430 CSGP COSTAR GROUP INC Real Estate 120,360.0 $3.4M 0.02% +5K +4.5% $28.32 +16.0%
431 ELAN ELANCO ANIMAL HEALTH INC Healthcare 137,794.0 $3.4M 0.02% +1K +1.0% $24.61 -0.8%
432 RBRK RUBRIK INC. Technology 42,187.0 $3.4M 0.02% +2K +4.1% $80.28 +22.1%
433 AGNC AGNC INVT CORP Real Estate 309,935.0 $3.4M 0.02% +15K +5.2% $10.90 +0.7%
434 DOCN DIGITALOCEAN HLDGS INC Technology 21,511.0 $3.4M 0.02% +460.0 +2.2% $157.03 -29.0%
435 MEDP MEDPACE HLDGS INC Healthcare 6,304.0 $3.3M 0.02% +131.0 +2.1% $529.59 +17.1%
436 CHTR CHARTER COMMUNICATIONS INC Communication Services 23,420.0 $3.3M 0.02% +563.0 +2.5% $142.21 +5.7%
437 TW TRADEWEB MKTS INC Financial Services 33,269.0 $3.3M 0.02% +2K +5.1% $99.66 +8.7%
438 CLX CLOROX CO DEL Consumer Defensive 34,667.0 $3.3M 0.02% +2K +4.5% $95.44 +12.3%
439 MOH MOLINA HEALTHCARE INC Healthcare 14,373.0 $3.3M 0.02% +240.0 +1.7% $228.70 -13.2%
440 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 50,835.0 $3.3M 0.02% +294.0 +0.6% $64.45 +2.0%
Page 22 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%