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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 10 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MCO MOODYS CORP Financial Services 41,818.0 $18.9M 0.10% -2K -4.9% $452.92 +12.9%
182 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 196,728.0 $18.9M 0.10% -4K -2.0% $96.12 -49.1%
183 DASH DOORDASH INC Communication Services 102,382.0 $18.9M 0.10% -3K -3.2% $184.53 +24.1%
184 ALAB ASTERA LABS INC Technology 39,042.0 $18.9M 0.10% +3K +8.1% $483.02 -42.5%
185 PSX PHILLIPS 66 Energy 111,265.0 $18.8M 0.10% +843.0 +0.8% $169.05 +43.1%
186 AON AON PLC Financial Services 56,479.0 $18.7M 0.09% +522.0 +0.9% $331.69 +8.3%
187 ROST ROSS STORES INC Consumer Cyclical 87,212.0 $18.6M 0.09% -1K -1.6% $212.85 +13.5%
188 MPWR MONOLITHIC PWR SYS INC Technology 13,379.0 $18.5M 0.09% +361.0 +2.8% $1382.36 -7.0%
189 WBD WARNER BROS DISCOVERY INC Communication Services 675,474.0 $18.0M 0.09% +36K +5.6% $26.66 +7.7%
190 REGN REGENERON PHARMACEUTICALS Healthcare 28,831.0 $18.0M 0.09% +533.0 +1.9% $623.54 +32.9%
191 BSX BOSTON SCIENTIFIC CORP Healthcare 412,385.0 $17.6M 0.09% +6K +1.5% $42.68 +14.8%
192 LITE LUMENTUM HLDGS INC Technology 20,471.0 $17.6M 0.09% +1K +6.3% $858.06 -3.3%
193 PCAR PACCAR INC Industrials 146,028.0 $17.5M 0.09% +2K +1.5% $120.12 +8.2%
194 KEYS KEYSIGHT TECHNOLOGIES INC Technology 49,172.0 $17.2M 0.09% +2K +5.3% $350.07 -11.3%
195 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 58,693.0 $17.2M 0.09% -2K -3.7% $293.18 +4.5%
196 HPE HEWLETT PACKARD ENTERPRISE C Technology 380,425.0 $17.2M 0.09% +18K +4.9% $45.11 +16.2%
197 TFC TRUIST FINL CORP Financial Services 344,362.0 $17.2M 0.09% -6K -1.8% $49.82 +2.0%
198 DLR DIGITAL RLTY TR INC Real Estate 95,347.0 $17.1M 0.09% +1K +1.3% $179.58 +5.0%
199 FLEX FLEX LTD Technology 105,416.0 $17.1M 0.09% +5K +4.9% $162.07 -34.2%
200 GWW WW GRAINGER INC Industrials 12,552.0 $17.1M 0.09% +277.0 +2.3% $1360.40 -2.8%
Page 10 of 104  ·  2,071 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%