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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $18.4B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2048 New
Page 24 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TPL TEXAS PACIFIC LAND CORPORATI Energy 16,122.0 $4.6M 0.03% NEW $287.22 +50.9%
462 DD DUPONT DE NEMOURS INC Basic Materials 114,975.0 $4.6M 0.03% NEW $40.20 +246.3%
463 ESS ESSEX PPTY TR INC Real Estate 17,654.0 $4.6M 0.03% NEW $261.68 +11.8%
464 TSN TYSON FOODS INC Consumer Defensive 78,310.0 $4.6M 0.03% NEW $58.62 -2.7%
465 TRU TRANSUNION Industrials 53,476.0 $4.6M 0.03% NEW $85.75 -12.1%
466 LNT ALLIANT ENERGY CORP Utilities 70,502.0 $4.6M 0.03% NEW $65.01 +13.5%
467 EVRG EVERGY INC Utilities 63,108.0 $4.6M 0.03% NEW $72.49 +18.9%
468 APTIV PLC 59,843.0 $4.6M 0.03% NEW $76.09
469 DOW DOW INC Basic Materials 194,678.0 $4.6M 0.03% NEW $23.38 +33.5%
470 HOLOGIC INC 61,009.0 $4.5M 0.03% NEW $74.49
471 NVT NVENT ELECTRIC PLC Industrials 44,512.0 $4.5M 0.03% NEW $101.97 +55.7%
472 FN FABRINET Technology 9,949.0 $4.5M 0.03% NEW $455.28 +14.2%
473 INCY INCYTE CORP Healthcare 45,448.0 $4.5M 0.02% NEW $98.77 +17.9%
474 TOST TOAST INC Technology 126,301.0 $4.5M 0.02% NEW $35.51 -17.9%
475 COOPER COS INC 54,541.0 $4.5M 0.02% NEW $81.96
476 MAA MID-AMER APT CMNTYS INC Real Estate 32,110.0 $4.5M 0.02% NEW $138.91 -5.5%
477 INVH INVITATION HOMES INC Real Estate 159,585.0 $4.4M 0.02% NEW $27.79 +6.0%
478 JLL JONES LANG LASALLE INC Real Estate 13,165.0 $4.4M 0.02% NEW $336.47 -4.1%
479 XPO XPO INC Industrials 32,501.0 $4.4M 0.02% NEW $135.91 +57.2%
480 ATI ATI INC Industrials 38,416.0 $4.4M 0.02% NEW $114.76 +71.6%
Page 24 of 103  ·  2,048 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 34.0%
Financial Services 12.3%
Consumer Cyclical 10.6%
Communication Services 10.3%
Healthcare 10.0%
Industrials 8.7%
Consumer Defensive 4.6%
Energy 3.1%
Utilities 2.5%
Real Estate 2.3%