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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 3 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EBAY EBAY INC. Consumer Cyclical 122,025.0 $13.6M 0.07% -794.0 -0.7% $111.75 -6.8%
42 LNG CHENIERE ENERGY INC Energy 56,852.0 $13.6M 0.07% -2K -3.6% $239.01 +16.1%
43 EA ELECTRONIC ARTS INC Communication Services 62,497.0 $12.8M 0.06% -3K -4.0% $205.04 +2.3%
44 RSG REPUBLIC SVCS INC Industrials 55,724.0 $11.9M 0.06% -4K -6.2% $213.08 +3.6%
45 AMP AMERIPRISE FINL INC Financial Services 25,165.0 $11.5M 0.06% -293.0 -1.1% $458.76 +21.1%
46 BLOCK INC 146,839.0 $11.2M 0.06% -2K -1.3% $76.00
47 MSCI MSCI INC Financial Services 19,782.0 $11.1M 0.06% -814.0 -4.0% $560.04 +0.6%
48 PYPL PAYPAL HLDGS INC Financial Services 237,160.0 $10.2M 0.05% -6K -2.6% $43.18 +42.5%
49 NTRS NORTHERN TR CORP Financial Services 50,402.0 $8.8M 0.04% -986.0 -1.9% $173.84 +5.8%
50 COIN COINBASE GLOBAL INC Financial Services 58,795.0 $8.6M 0.04% -729.0 -1.2% $146.19 +27.6%
51 KR KROGER CO Consumer Defensive 152,980.0 $8.5M 0.04% -12K -7.2% $55.53 +4.3%
52 ZTS ZOETIS INC Healthcare 116,686.0 $8.4M 0.04% -4K -3.4% $71.86 +8.2%
53 CRS CARPENTER TECHNOLOGY CORP Industrials 13,057.0 $8.1M 0.04% -637.0 -4.7% $616.84 -20.2%
54 VEEV VEEVA SYS INC Healthcare 42,146.0 $7.5M 0.04% -285.0 -0.7% $177.47 +39.7%
55 STRL STERLING INFRASTRUCTURE INC Industrials 8,254.0 $6.9M 0.04% -183.0 -2.2% $839.36 -38.4%
56 VRSK VERISK ANALYTICS INC Industrials 37,559.0 $6.7M 0.03% -312.0 -0.8% $179.53 +4.4%
57 EQR EQUITY RESIDENTIAL Real Estate 96,681.0 $6.6M 0.03% -2K -1.6% $67.93 -6.3%
58 MRNA MODERNA INC Healthcare 92,629.0 $6.5M 0.03% -4K -4.1% $70.03 +107.2%
59 USFD US FOODS HLDG CORP Consumer Defensive 60,771.0 $6.2M 0.03% -492.0 -0.8% $102.25 +7.2%
60 OMC OMNICOM GROUP INC Communication Services 81,710.0 $6.0M 0.03% -4K -4.4% $72.83 +20.2%
Page 3 of 37  ·  735 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%