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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $17.1B AUM 2,051 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 172 Added 1660 Reduced 60 Exited
Page 22 of 103  ·  2,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ILMN ILLUMINA INC Healthcare 41,520.0 $5.1M 0.03% -657.0 -1.6% $123.26 +56.7%
422 L LOEWS CORP Financial Services 47,753.0 $5.1M 0.03% -621.0 -1.3% $106.74 +7.0%
423 FTV FORTIVE CORP Technology 91,934.0 $5.1M 0.03% -875.0 -0.9% $55.28 +9.0%
424 ASTS AST SPACEMOBILE INC Technology 61,126.0 $5.1M 0.03% +1K +2.0% $82.87 -23.9%
425 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 69,596.0 $5.0M 0.03% -801.0 -1.1% $72.55 +6.1%
426 PSTG EVERPURE INC 85,243.0 $5.0M 0.03% -756.0 -0.9% $59.04
427 KEY KEYCORP Financial Services 250,921.0 $5.0M 0.03% -5K -1.9% $20.05 +14.2%
428 LNT ALLIANT ENERGY CORP Utilities 69,848.0 $5.0M 0.03% -654.0 -0.9% $71.76 +3.0%
429 AMCOR PLC 125,556.0 $5.0M 0.03% NEW $39.75
430 SBAC SBA COMMUNICATIONS CORP Real Estate 28,952.0 $5.0M 0.03% -492.0 -1.7% $172.11 +4.5%
431 CRWV COREWEAVE INC Technology 64,274.0 $5.0M 0.03% +16K +33.7% $77.47 +8.3%
432 CHTR CHARTER COMMUNICATIONS INC Communication Services 22,857.0 $4.9M 0.03% -2K -6.2% $215.88 -40.6%
433 TSN TYSON FOODS INC Consumer Defensive 76,923.0 $4.9M 0.03% -1K -1.8% $64.07 -10.8%
434 NXT NEXTPOWER INC Technology 40,758.0 $4.9M 0.03% -541.0 -1.3% $120.55 -12.4%
435 LIBERTY MEDIA CORP DEL 57,727.0 $4.9M 0.03% -320.0 -0.6% $85.02
436 MRNA MODERNA INC Healthcare 96,593.0 $4.9M 0.03% -1K -1.4% $50.80 +15.6%
437 WST WEST PHARMACEUTICAL SVSC INC Healthcare 19,549.0 $4.9M 0.03% -188.0 -0.9% $250.64 +42.9%
438 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 53,851.0 $4.9M 0.03% -472.0 -0.9% $90.42 -2.6%
439 IP INTERNATIONAL PAPER CO Consumer Cyclical 136,306.0 $4.9M 0.03% -1K -1.0% $35.70 +5.7%
440 LEN LENNAR CORP Consumer Cyclical 55,719.0 $4.8M 0.03% -3K -4.7% $86.84 -5.6%
Page 22 of 103  ·  2,051 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 32.3%
Financial Services 11.5%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 9.9%
Industrials 9.5%
Consumer Defensive 5.1%
Energy 4.3%
Utilities 2.9%
Real Estate 2.4%