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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 20 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 STRL STERLING INFRASTRUCTURE INC Industrials 8,254.0 $6.9M 0.04% -183.0 -2.2% $839.36 -40.8%
382 FSLR FIRST SOLAR INC Energy 29,267.0 $6.9M 0.04% +2K +5.7% $235.96 -11.7%
383 DRI DARDEN RESTAURANTS INC Consumer Cyclical 32,839.0 $6.8M 0.03% +2K +5.0% $206.01 +9.5%
384 CMS CMS ENERGY CORP Utilities 88,306.0 $6.8M 0.03% +6K +6.8% $76.50 -10.6%
385 VRSK VERISK ANALYTICS INC Industrials 37,559.0 $6.7M 0.03% -312.0 -0.8% $179.53 +5.6%
386 FFIV F5 INC Technology 16,205.0 $6.7M 0.03% +420.0 +2.7% $415.96 -8.9%
387 XPO XPO INC Industrials 32,817.0 $6.7M 0.03% +554.0 +1.7% $205.29 -6.5%
388 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 62,169.0 $6.7M 0.03% +2K +4.1% $107.78 +3.8%
389 ARES ARES MANAGEMENT CORPORATION Financial Services 60,169.0 $6.7M 0.03% +1K +2.1% $111.31 +25.8%
390 DGX QUEST DIAGNOSTICS INC Healthcare 31,500.0 $6.7M 0.03% +1K +4.2% $211.95 +15.1%
391 OKTA OKTA INC Technology 48,512.0 $6.6M 0.03% +2K +5.4% $136.45 -4.0%
392 LH LABCORP HOLDINGS INC Healthcare 23,625.0 $6.6M 0.03% +1K +4.9% $280.00 +21.2%
393 RPRX ROYALTY PHARMA PLC Healthcare 117,853.0 $6.6M 0.03% +8K +6.9% $56.07 +9.4%
394 CHD CHURCH & DWIGHT CO INC Consumer Defensive 67,915.0 $6.6M 0.03% +3K +4.0% $96.88 +5.8%
395 EQR EQUITY RESIDENTIAL Real Estate 96,681.0 $6.6M 0.03% -2K -1.6% $67.93 -6.3%
396 SOFI SOFI TECHNOLOGIES INC Financial Services 365,633.0 $6.6M 0.03% +22K +6.5% $17.93 +1.7%
397 NI NISOURCE INC Utilities 137,438.0 $6.5M 0.03% +8K +6.0% $47.55 -14.1%
398 DLTR DOLLAR TREE INC Consumer Defensive 53,739.0 $6.5M 0.03% +2K +4.7% $120.95 +13.1%
399 AFRM AFFIRM HLDGS INC Technology 79,645.0 $6.5M 0.03% +5K +6.6% $81.55 -5.7%
400 MRNA MODERNA INC Healthcare 92,629.0 $6.5M 0.03% -4K -4.1% $70.03 +98.3%
Page 20 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%