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 24 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WY WEYERHAEUSER CO Real Estate 206,731.0 $4.9M 0.03% +11K +5.5% $23.94 +1.5%
462 BWXT BWX TECHNOLOGIES INC Industrials 25,278.0 $4.9M 0.03% +166.0 +0.7% $194.65 -23.7%
463 EWBC EAST WEST BANCORP INC Financial Services 37,974.0 $4.9M 0.03% $129.09 -0.2%
464 KIM KIMCO REALTY CORP Real Estate 193,263.0 $4.9M 0.03% +9K +5.1% $25.35 -5.1%
465 ITT ITT INC Industrials 24,669.0 $4.9M 0.03% +1K +4.3% $197.76 +4.3%
466 GPN GLOBAL PMTS INC Industrials 67,078.0 $4.9M 0.02% +2K +3.8% $72.56 +29.8%
467 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 43,348.0 $4.8M 0.02% +261.0 +0.6% $111.79 -5.8%
468 CDE COEUR MNG INC Basic Materials 296,611.0 $4.8M 0.02% +120K +68.2% $16.32 +27.8%
469 IEX IDEX CORP Industrials 21,275.0 $4.8M 0.02% +928.0 +4.6% $226.95 +2.0%
470 FEDEX FGHT HLDG CO INC 31,925.0 $4.8M 0.02% NEW $151.00
471 AKAM AKAMAI TECHNOLOGIES INC Technology 40,623.0 $4.8M 0.02% +1K +2.8% $118.21 -10.6%
472 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 55,499.0 $4.8M 0.02% +2K +3.1% $86.09 +15.8%
473 CF CF INDUSTRIES HOLD Basic Materials 44,044.0 $4.8M 0.02% +2K +3.9% $108.26 +17.0%
474 TSCO TRACTOR SUPPLY CO Consumer Cyclical 150,812.0 $4.8M 0.02% +7K +5.0% $31.61 +13.7%
475 NXT NEXTPOWER INC Technology 39,945.0 $4.8M 0.02% -813.0 -2.0% $119.14 -29.2%
476 SMCI SUPER MICRO COMPUTER INC Technology 161,980.0 $4.8M 0.02% +16K +10.9% $29.33 +29.2%
477 GNRC GENERAC HLDGS INC Industrials 16,190.0 $4.7M 0.02% $292.81 -30.5%
478 MAS MASCO CORP Industrials 58,178.0 $4.7M 0.02% +2K +3.1% $81.37 -9.9%
479 GPC GENUINE PARTS CO Consumer Cyclical 39,888.0 $4.7M 0.02% +2K +5.5% $117.98 +15.6%
480 INVH INVITATION HOMES INC Real Estate 154,681.0 $4.7M 0.02% -4K -2.3% $30.21 -0.4%
Page 24 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%