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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 25 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RGLD ROYAL GOLD INC Basic Materials 23,410.0 $4.7M 0.02% +228.0 +1.0% $199.61 +33.4%
482 WCC WESCO INTL INC Industrials 13,427.0 $4.6M 0.02% $345.43 -1.8%
483 MAA MID-AMER APT CMNTYS INC Real Estate 33,358.0 $4.6M 0.02% +2K +4.8% $138.94 -4.5%
484 TSN TYSON FOODS INC Consumer Defensive 80,873.0 $4.6M 0.02% +4K +5.1% $57.25 -0.0%
485 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 27,337.0 $4.6M 0.02% +244.0 +0.9% $168.53 -9.1%
486 ANNALY CAPITAL MANAGEMENT IN 205,970.0 $4.6M 0.02% +20K +11.0% $22.36
487 BR BROADRIDGE FINL SOLUTIONS IN Technology 33,473.0 $4.6M 0.02% +2K +5.5% $136.95 +34.9%
488 NDSN NORDSON CORP Industrials 15,194.0 $4.6M 0.02% +783.0 +5.4% $301.69 +11.2%
489 TXT TEXTRON INC Industrials 49,916.0 $4.6M 0.02% +2K +4.2% $91.73 -10.6%
490 ROIV ROIVANT SCIENCES LTD Healthcare 128,364.0 $4.5M 0.02% +25K +24.4% $35.39 +2.9%
491 BALL BALL CORP Consumer Cyclical 72,494.0 $4.5M 0.02% +3K +4.8% $62.40 +1.9%
492 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,173.0 $4.5M 0.02% -157.0 -6.7% $2080.79 +3.9%
493 HST HOST HOTELS & RESORTS INC Real Estate 189,785.0 $4.5M 0.02% $23.71 -2.7%
494 WPC WP CAREY INC Real Estate 62,873.0 $4.5M 0.02% +3K +5.6% $71.50 +0.1%
495 THC TENET HEALTHCARE CORP Healthcare 23,996.0 $4.5M 0.02% -153.0 -0.6% $187.08 +45.8%
496 SITM SITIME CORP Technology 5,987.0 $4.5M 0.02% -106.0 -1.7% $745.56 -20.3%
497 DAL DELTA AIR LINES INC Industrials 47,092.0 $4.4M 0.02% +3K +6.1% $93.66 -11.7%
498 ALB ALBEMARLE CORP Basic Materials 32,518.0 $4.4M 0.02% +186.0 +0.6% $135.03 -1.3%
499 PINNACLE FINL PARTNERS INC 43,319.0 $4.4M 0.02% +2K +5.5% $100.88
500 HEI HEICO CORP NEW Industrials 12,254.0 $4.4M 0.02% +266.0 +2.2% $356.19 -1.3%
Page 25 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%