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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 12 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AMP AMERIPRISE FINL INC Financial Services 26,555.0 $13.0M 0.07% NEW $490.34 +7.8%
222 AME AMETEK INC Industrials 63,372.0 $13.0M 0.07% NEW $205.31 +15.8%
223 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 50,658.0 $13.0M 0.07% NEW $256.03 -7.9%
224 COIN COINBASE GLOBAL INC Financial Services 57,064.0 $12.9M 0.07% NEW $226.14 -22.2%
225 CTVA CORTEVA INC Basic Materials 191,331.0 $12.8M 0.07% NEW $67.03 +29.7%
226 WCN WASTE CONNECTIONS INC Industrials 72,677.0 $12.7M 0.07% NEW $175.36 -4.0%
227 FAST FASTENAL CO Industrials 314,967.0 $12.6M 0.07% NEW $40.13 +12.2%
228 GWW WW GRAINGER INC Industrials 12,468.0 $12.6M 0.07% NEW $1009.05 +34.9%
229 MET METLIFE INC Financial Services 159,216.0 $12.6M 0.07% NEW $78.94 +18.3%
230 MSCI MSCI INC Financial Services 21,732.0 $12.5M 0.07% NEW $573.73 -2.1%
231 TGT TARGET CORP Consumer Defensive 127,004.0 $12.4M 0.07% NEW $97.75 +41.7%
232 EXC EXELON CORP Utilities 284,787.0 $12.4M 0.07% NEW $43.59 +5.3%
233 BKR BAKER HUGHES COMPANY Energy 270,696.0 $12.3M 0.07% NEW $45.54 +23.8%
234 NDAQ NASDAQ INC Financial Services 125,871.0 $12.2M 0.07% NEW $97.13 -7.1%
235 LNG CHENIERE ENERGY INC Energy 62,068.0 $12.1M 0.07% NEW $194.39 +35.1%
236 ROK ROCKWELL AUTOMATION INC Industrials 30,879.0 $12.0M 0.07% NEW $389.07 +19.5%
237 FERG FERGUSON ENTERPRISES INC Industrials 53,858.0 $12.0M 0.07% NEW $222.63 +1.7%
238 XEL XCEL ENERGY INC Utilities 162,174.0 $12.0M 0.07% NEW $73.86 +6.6%
239 MPWR MONOLITHIC PWR SYS INC Technology 13,128.0 $11.9M 0.07% NEW $906.36 +52.6%
240 AXON AXON ENTERPRISE INC Industrials 20,483.0 $11.6M 0.06% NEW $567.93 -10.0%
Page 12 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%