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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $18.4B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2048 New
Page 45 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HLNE HAMILTON LANE INC Financial Services 11,564.0 $1.6M 0.01% NEW $134.31 -39.6%
882 TKR TIMKEN CO Industrials 18,413.0 $1.5M 0.01% NEW $84.13 +67.9%
883 NEU NEWMARKET CORP Basic Materials 2,247.0 $1.5M 0.01% NEW $687.26 +10.4%
884 MORN MORNINGSTAR INC Financial Services 7,090.0 $1.5M 0.01% NEW $217.31 -23.1%
885 GTES GATES INDL CORP PLC Industrials 71,738.0 $1.5M 0.01% NEW $21.47 +25.1%
886 FCN FTI CONSULTING INC Industrials 9,003.0 $1.5M 0.01% NEW $170.83 -9.7%
887 LW LAMB WESTON HLDGS INC Consumer Defensive 36,673.0 $1.5M 0.01% NEW $41.89 +13.7%
888 MIR MIRION TECHNOLOGIES INC Industrials 65,478.0 $1.5M 0.01% NEW $23.42 -28.6%
889 ENS ENERSYS Industrials 10,426.0 $1.5M 0.01% NEW $146.75 +37.6%
890 CVLT COMMVAULT SYS INC Technology 12,196.0 $1.5M 0.01% NEW $125.36 +10.7%
891 PTCT PTC THERAPEUTICS INC Healthcare 20,046.0 $1.5M 0.01% NEW $75.96 +4.1%
892 VNT VONTIER CORPORATION Technology 40,890.0 $1.5M 0.01% NEW $37.18 -19.2%
893 TEM TEMPUS AI INC Healthcare 25,731.0 $1.5M 0.01% NEW $59.05 -22.2%
894 VNO VORNADO RLTY TR Real Estate 45,639.0 $1.5M 0.01% NEW $33.28 +18.0%
895 DOCS DOXIMITY INC Healthcare 34,258.0 $1.5M 0.01% NEW $44.28 -54.6%
896 UBSI UNITED BANKSHARES INC WEST V Financial Services 39,480.0 $1.5M 0.01% NEW $38.40 +21.0%
897 PCVX VAXCYTE INC Healthcare 32,800.0 $1.5M 0.01% NEW $46.14 +21.9%
898 SLM SLM CORP Financial Services 55,883.0 $1.5M 0.01% NEW $27.06 -8.5%
899 CPB THE CAMPBELLS COMPANY Consumer Defensive 54,236.0 $1.5M 0.01% NEW $27.87 -22.5%
900 HWC HANCOCK WHITNEY CORPORATION Financial Services 23,709.0 $1.5M 0.01% NEW $63.68 +17.7%
Page 45 of 103  ·  2,048 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 34.0%
Financial Services 12.3%
Consumer Cyclical 10.6%
Communication Services 10.3%
Healthcare 10.0%
Industrials 8.7%
Consumer Defensive 4.6%
Energy 3.1%
Utilities 2.5%
Real Estate 2.3%