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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 16 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FANG DIAMONDBACK ENERGY INC Energy 52,689.0 $9.3M 0.05% +2K +3.3% $175.78 +17.0%
302 INGERSOLL RAND INC 112,281.0 $9.2M 0.05% +5K +4.6% $81.99
303 BIIB BIOGEN INC Healthcare 42,077.0 $9.1M 0.05% +2K +5.5% $216.06 +1.0%
304 PAYX PAYCHEX INC Industrials 92,454.0 $9.1M 0.05% +4K +4.5% $98.33 +28.2%
305 DTE DTE ENERGY CO Utilities 59,644.0 $9.1M 0.05% +3K +5.7% $152.37 -11.0%
306 STLD STEEL DYNAMICS INC Basic Materials 39,463.0 $9.1M 0.05% +2K +4.7% $229.46 -0.1%
307 CNC CENTENE CORP DEL Healthcare 140,997.0 $9.1M 0.05% +7K +5.6% $64.19 +2.3%
308 EQT EQT CORP Energy 170,199.0 $9.0M 0.04% $53.17 +1.2%
309 RBLX ROBLOX CORP Technology 165,232.0 $9.0M 0.04% +4K +2.3% $54.38 -28.7%
310 AEE AMEREN CORP Utilities 79,320.0 $9.0M 0.04% +6K +7.9% $113.04 -5.2%
311 TDY TELEDYNE TECHNOLOGIES INC Technology 13,280.0 $8.9M 0.04% +513.0 +4.0% $666.90 -6.3%
312 EXR EXTRA SPACE STORAGE INC Real Estate 60,553.0 $8.8M 0.04% +3K +5.0% $145.30 +0.7%
313 NTRS NORTHERN TR CORP Financial Services 50,402.0 $8.8M 0.04% -986.0 -1.9% $173.84 +7.4%
314 NTAP NETAPP INC Technology 56,577.0 $8.8M 0.04% +3K +5.1% $154.76 +20.7%
315 RVMD REVOLUTION MEDICINES INC Healthcare 46,382.0 $8.7M 0.04% +7K +17.7% $187.28 +13.0%
316 DOV DOVER CORP Industrials 38,648.0 $8.7M 0.04% +1K +3.7% $224.28 -9.2%
317 COIN COINBASE GLOBAL INC Financial Services 58,795.0 $8.6M 0.04% -729.0 -1.2% $146.19 +22.8%
318 EXPE EXPEDIA GROUP INC Consumer Cyclical 33,549.0 $8.6M 0.04% +2K +5.5% $255.88 +32.5%
319 CFG CITIZENS FINL GROUP INC Financial Services 121,851.0 $8.5M 0.04% +5K +4.4% $70.07 +0.2%
320 NRG NRG ENERGY INC Utilities 58,440.0 $8.5M 0.04% +4K +6.6% $146.06 -23.5%
Page 16 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%