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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $17.1B AUM 2,051 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 172 Added 1660 Reduced 60 Exited
Page 29 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 13,766.0 $2.9M 0.02% -184.0 -1.3% $209.08 +24.6%
562 ROIV ROIVANT SCIENCES LTD Healthcare 103,165.0 $2.9M 0.02% -3K -2.4% $27.70 +25.6%
563 CPT CAMDEN PPTY TR Real Estate 29,221.0 $2.9M 0.02% -501.0 -1.7% $97.66 +14.6%
564 GH GUARDANT HEALTH INC Healthcare 30,828.0 $2.8M 0.02% -473.0 -1.5% $92.37 +62.3%
565 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 15,022.0 $2.8M 0.02% -461.0 -3.0% $189.05 +33.3%
566 WMS ADVANCED DRAIN SYS INC DEL Industrials 20,297.0 $2.8M 0.02% -313.0 -1.5% $137.13 +2.7%
567 SOLV SOLVENTUM CORP Healthcare 42,428.0 $2.8M 0.02% -461.0 -1.1% $65.30 +19.1%
568 ONTO ONTO INNOVATION INC Technology 13,468.0 $2.8M 0.02% -194.0 -1.4% $205.07 +44.2%
569 AES AES CORP Utilities 195,725.0 $2.8M 0.02% -5K -2.6% $14.09 +5.5%
570 AIT APPLIED INDL TECHNOLOGIES IN Industrials 10,365.0 $2.8M 0.02% -103.0 -1.0% $265.32 +28.0%
571 RVTY REVVITY INC Healthcare 31,161.0 $2.7M 0.02% -1K -3.8% $87.61 +26.5%
572 DINO HF SINCLAIR CORP Energy 43,688.0 $2.7M 0.02% -820.0 -1.8% $62.39 +46.3%
573 TTD THE TRADE DESK INC Technology 119,645.0 $2.7M 0.02% -3K -2.3% $22.69 -22.4%
574 EGP EASTGROUP PPTYS INC Real Estate 14,657.0 $2.7M 0.02% -134.0 -0.9% $185.09 +17.5%
575 BLD TOPBUILD COR Industrials 7,722.0 $2.7M 0.02% -166.0 -2.1% $351.30 +0.9%
576 DCI DONALDSON INC Industrials 31,684.0 $2.7M 0.02% -930.0 -2.9% $84.87 +6.9%
577 DAR DARLING INGREDIENTS INC Consumer Defensive 43,458.0 $2.7M 0.02% -571.0 -1.3% $61.85 +4.2%
578 UHS UNIVERSAL HLTH SVCS INC Healthcare 15,009.0 $2.7M 0.02% -581.0 -3.7% $178.97 -16.4%
579 GEN GEN DIGITAL INC Technology 142,439.0 $2.7M 0.02% -1K -1.0% $18.83 +36.0%
580 COKE COCA COLA CONS INC Consumer Defensive 13,983.0 $2.7M 0.02% -181.0 -1.3% $191.74 -3.3%
Page 29 of 83  ·  1,660 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 32.3%
Financial Services 11.5%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 9.9%
Industrials 9.5%
Consumer Defensive 5.1%
Energy 4.3%
Utilities 2.9%
Real Estate 2.4%