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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 7 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRSH MARSH & MCLENNAN COS INC Financial Services 134,242.0 $23.3M 0.14% -5K -3.3% $173.45 +4.7%
122 BX BLACKSTONE INC Financial Services 202,374.0 $23.3M 0.14% -4K -1.9% $114.99 +8.0%
123 FCX FREEPORT MCMORAN INC Basic Materials 393,362.0 $23.1M 0.14% -10K -2.5% $58.78 +6.4%
124 MRVL MARVELL TECHNOLOGY INC Technology 232,365.0 $23.0M 0.14% -11K -4.6% $99.05 +110.0%
125 ADP AUTOMATIC DATA PROCESSING IN Industrials 110,811.0 $22.5M 0.13% -3K -2.8% $203.18 +21.2%
126 BK BANK NEW YORK MELLON CORP Financial Services 188,581.0 $22.4M 0.13% -9K -4.8% $118.63 +21.2%
127 PWR QUANTA SVCS INC Industrials 40,528.0 $22.3M 0.13% -398.0 -1.0% $549.02 +16.4%
128 PNC PNC FINL SVCS GROUP INC Financial Services 106,873.0 $22.2M 0.13% -4K -3.4% $208.09 +20.3%
129 USB US BANCORP Financial Services 425,887.0 $22.2M 0.13% -11K -2.5% $52.01 +22.5%
130 AMT AMERICAN TOWER CORP Real Estate 128,319.0 $22.1M 0.13% -4K -2.7% $172.58 -5.3%
131 JCI JOHNSON CONTROLS INTERNATION Industrials 167,684.0 $22.0M 0.13% -15K -8.4% $130.95 +8.2%
132 REGN REGENERON PHARMACEUTICALS Healthcare 28,298.0 $21.9M 0.13% -934.0 -3.2% $772.64 -12.6%
133 FDX FEDEX CORP Industrials 61,203.0 $21.8M 0.13% -2K -2.8% $356.18 -11.5%
134 MELI MERCADOLIBRE INC Consumer Cyclical 12,501.0 $21.6M 0.13% -385.0 -3.0% $1729.02 +5.4%
135 GD GENERAL DYNAMICS CORP Industrials 62,950.0 $21.6M 0.13% -2K -2.7% $343.22 +7.1%
136 EOG EOG RES INC Energy 148,528.0 $21.5M 0.13% -5K -3.5% $144.57 -0.8%
137 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 231,270.0 $21.3M 0.12% -8K -3.5% $92.31 -4.7%
138 MMM 3M CO Industrials 145,581.0 $21.1M 0.12% -4K -3.0% $145.23 +17.6%
139 SLB SLB LIMITED Energy 409,308.0 $21.0M 0.12% -10K -2.5% $51.39 -9.3%
140 CSX CSX CORP Industrials 510,192.0 $20.9M 0.12% -14K -2.7% $41.05 +21.5%
Page 7 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%