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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 8 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SRE SEMPRA Utilities 181,287.0 $16.8M 0.09% +2K +1.4% $92.71 -8.8%
142 D DOMINION ENERGY INC Utilities 243,896.0 $16.7M 0.08% +10K +4.2% $68.29 -2.5%
143 TEL TE CONNECTIVITY PLC Technology 81,422.0 $16.4M 0.08% +822.0 +1.0% $201.61 +0.4%
144 TGT TARGET CORP Consumer Defensive 125,659.0 $16.4M 0.08% +2K +1.3% $130.61 +30.1%
145 AJG GALLAGHER ARTHUR J & CO Financial Services 71,341.0 $16.4M 0.08% +970.0 +1.4% $229.57 +18.5%
146 TRGP TARGA RES CORP Energy 60,047.0 $16.1M 0.08% +2K +2.9% $268.14 +9.7%
147 O REALTY INCOME CORP Real Estate 258,737.0 $16.0M 0.08% +7K +2.6% $61.96 +2.0%
148 CAH CARDINAL HEALTH INC Healthcare 67,468.0 $16.0M 0.08% +3K +4.5% $237.56 -2.2%
149 ROK ROCKWELL AUTOMATION INC Industrials 32,214.0 $15.9M 0.08% +2K +5.4% $495.08 -13.2%
150 KKR KKR & CO INC 173,171.0 $15.9M 0.08% +2K +1.3% $91.78
151 AME AMETEK INC Industrials 65,676.0 $15.9M 0.08% +3K +5.0% $241.94 +0.2%
152 FAST FASTENAL CO Industrials 329,239.0 $15.8M 0.08% +17K +5.5% $48.03 +6.8%
153 BKR BAKER HUGHES COMPANY Energy 284,349.0 $15.8M 0.08% +16K +6.0% $55.50 +11.7%
154 CTVA CORTEVA INC Basic Materials 186,289.0 $15.8M 0.08% +1K +0.6% $84.69 -2.2%
155 OKE ONEOK INC NEW Energy 174,821.0 $15.2M 0.08% +2K +1.4% $86.94 +7.0%
156 RKLB ROCKET LAB CORP Industrials 149,159.0 $15.2M 0.08% +19K +14.2% $101.65 -32.8%
157 F FORD MTR CO Consumer Cyclical 1,087,342.0 $15.1M 0.08% +15K +1.4% $13.90 +0.1%
158 ENTERGY CORP NEW 131,256.0 $15.1M 0.08% +10K +8.2% $114.86
159 LHX L3HARRIS TECHNOLOGIES INC Industrials 51,827.0 $15.1M 0.08% +564.0 +1.1% $290.59 -9.6%
160 VST VISTRA CORP Utilities 93,941.0 $14.9M 0.07% +1K +1.1% $158.63 -14.5%
Page 8 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%