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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 30 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ALLE ALLEGION PLC Industrials 24,699.0 $3.5M 0.02% +1K +5.7% $140.49 +14.7%
582 CCK CROWN HLDGS INC Consumer Cyclical 30,971.0 $3.5M 0.02% -713.0 -2.2% $111.82 +8.4%
583 ROL ROLLINS INC Consumer Cyclical 82,915.0 $3.5M 0.02% +4K +4.9% $41.74 -11.0%
584 FORM FORMFACTOR INC Technology 21,510.0 $3.4M 0.02% +218.0 +1.0% $159.93 -32.4%
585 GLPI GAMING & LEISURE P Real Estate 77,143.0 $3.4M 0.02% $44.53 -3.6%
586 IONS IONIS PHARMACEUTICALS INC Healthcare 43,302.0 $3.4M 0.02% +1K +2.5% $79.29 -20.9%
587 TRMB TRIMBLE INC Technology 67,070.0 $3.4M 0.02% +2K +3.7% $51.18 +17.2%
588 RVTY REVVITY INC Healthcare 30,850.0 $3.4M 0.02% -311.0 -1.0% $111.26 +12.5%
589 CSGP COSTAR GROUP INC Real Estate 120,360.0 $3.4M 0.02% +5K +4.5% $28.32 +15.5%
590 EQH EQUITABLE HLDGS INC Financial Services 77,644.0 $3.4M 0.02% $43.88 +13.1%
591 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 43,706.0 $3.4M 0.02% -871.0 -1.9% $77.87 -11.3%
592 WBS WEBSTER FINL CORP Financial Services 44,487.0 $3.4M 0.02% $76.42 +1.5%
593 ELAN ELANCO ANIMAL HEALTH INC Healthcare 137,794.0 $3.4M 0.02% +1K +1.0% $24.61 +1.8%
594 RBRK RUBRIK INC. Technology 42,187.0 $3.4M 0.02% +2K +4.1% $80.28 +18.7%
595 FHN FIRST HORIZON CORPORATION Financial Services 131,791.0 $3.4M 0.02% -4K -2.6% $25.64 -4.1%
596 AGNC AGNC INVT CORP Real Estate 309,935.0 $3.4M 0.02% +15K +5.2% $10.90 -0.2%
597 DOCN DIGITALOCEAN HLDGS INC Technology 21,511.0 $3.4M 0.02% +460.0 +2.2% $157.03 -28.1%
598 DT DYNATRACE INC Technology 76,124.0 $3.3M 0.02% -7K -8.1% $43.91 +16.8%
599 MEDP MEDPACE HLDGS INC Healthcare 6,304.0 $3.3M 0.02% +131.0 +2.1% $529.59 +16.8%
600 CGNX COGNEX CORP Technology 46,084.0 $3.3M 0.02% $72.42 -15.0%
Page 30 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%