BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OKE ONEOK INC NEW Energy 174,821.0 $15.2M 0.08% +2K +1.4% $86.94 +7.0%
222 RKLB ROCKET LAB CORP Industrials 149,159.0 $15.2M 0.08% +19K +14.2% $101.65 -32.8%
223 F FORD MTR CO Consumer Cyclical 1,087,342.0 $15.1M 0.08% +15K +1.4% $13.90 +0.2%
224 AFL AFLAC INC Financial Services 128,658.0 $15.1M 0.08% -8K -5.7% $117.25 +0.8%
225 ENTERGY CORP NEW 131,256.0 $15.1M 0.08% +10K +8.2% $114.86
226 LHX L3HARRIS TECHNOLOGIES INC Industrials 51,827.0 $15.1M 0.08% +564.0 +1.1% $290.59 -9.6%
227 VST VISTRA CORP Utilities 93,941.0 $14.9M 0.07% +1K +1.1% $158.63 -14.5%
228 FITB FIFTH THIRD BANCORP Financial Services 259,636.0 $14.6M 0.07% +15K +6.3% $56.37 -2.6%
229 AZO AUTOZONE INC Consumer Cyclical 4,572.0 $14.6M 0.07% +29.0 +0.6% $3195.94 -5.8%
230 CENCORA INC 51,279.0 $14.5M 0.07% +770.0 +1.5% $282.98
231 EW EDWARDS LIFESCIENCES CORP Healthcare 159,979.0 $14.5M 0.07% +949.0 +0.6% $90.46 +0.0%
232 XEL XCEL ENERGY INC Utilities 178,955.0 $14.4M 0.07% +18K +11.3% $80.30 -3.7%
233 NUE NUCOR CORP Basic Materials 63,673.0 $14.2M 0.07% +1K +2.4% $222.75 +9.8%
234 MCHP MICROCHIP TECHNOLOGY INC. Technology 155,150.0 $14.1M 0.07% +8K +5.7% $91.20 -18.6%
235 PSA PUBLIC STORAGE Real Estate 43,838.0 $14.0M 0.07% +562.0 +1.3% $318.31 +2.1%
236 APOS APOLLO GLOBAL MGMT INC 116,328.0 $13.8M 0.07% -3K -2.5% $118.31
237 HUM HUMANA INC Healthcare 34,421.0 $13.7M 0.07% +2K +5.3% $397.22 -2.7%
238 NKE NIKE INC Consumer Cyclical 332,838.0 $13.7M 0.07% +6K +2.0% $41.05 -0.7%
239 EBAY EBAY INC. Consumer Cyclical 122,025.0 $13.6M 0.07% -794.0 -0.7% $111.75 -4.2%
240 LNG CHENIERE ENERGY INC Energy 56,852.0 $13.6M 0.07% -2K -3.6% $239.01 +17.5%
Page 12 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%