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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 9 of 104  ·  2,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CI THE CIGNA GROUP Healthcare 73,160.0 $20.2M 0.10% $275.68 +1.7%
162 SPG SIMON PPTY GROUP INC NEW Real Estate 90,137.0 $20.2M 0.10% +715.0 +0.8% $223.65 -1.3%
163 INTU INTUIT Technology 76,737.0 $20.0M 0.10% +495.0 +0.7% $261.00 +41.7%
164 FIX COMFORT SYS USA INC Industrials 10,088.0 $20.0M 0.10% +503.0 +5.2% $1981.95 -18.8%
165 CIEN CIENA CORP Technology 40,541.0 $19.9M 0.10% +2K +5.9% $490.56 -24.2%
166 CRH PLC 185,746.0 $19.9M 0.10% +2K +1.1% $107.00
167 HONEYWELL INTL INC 88,194.0 $19.7M 0.10% NEW $223.90
168 NXPI NXP SEMICONDUCTORS N V Technology 70,118.0 $19.7M 0.10% +1K +1.7% $281.03 -20.8%
169 ECL ECOLAB INC Basic Materials 70,531.0 $19.7M 0.10% +674.0 +1.0% $278.61 +3.0%
170 NSC NORFOLK SOUTHN CORP Industrials 62,296.0 $19.6M 0.10% +862.0 +1.4% $314.59 +12.2%
171 HONEYWELL AEROSPACE INC 88,194.0 $19.5M 0.10% NEW $221.08
172 TRV TRAVELERS COMPANIES INC Financial Services 59,004.0 $19.5M 0.10% -2K -3.5% $330.12 +12.2%
173 CL COLGATE PALMOLIVE CO Consumer Defensive 211,492.0 $19.4M 0.10% +2K +0.8% $91.68 +0.9%
174 SLB SLB LIMITED Energy 416,536.0 $19.4M 0.10% +7K +1.8% $46.49 +16.2%
175 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 157,174.0 $19.3M 0.10% +926.0 +0.6% $123.11 +32.4%
176 GM GENERAL MTRS CO Consumer Cyclical 250,833.0 $19.3M 0.10% -5K -1.9% $77.08 +12.8%
177 EOG EOG RES INC Energy 148,651.0 $19.3M 0.10% $129.73 +15.8%
178 FDX FEDEX CORP Industrials 61,243.0 $19.2M 0.10% $313.13 +6.7%
179 MSI MOTOROLA SOLUTIONS INC Technology 46,118.0 $19.2M 0.10% +490.0 +1.1% $415.29 +15.9%
180 NOC NORTHROP GRUMMAN CORP Industrials 37,441.0 $19.1M 0.10% +292.0 +0.8% $509.31 +7.8%
Page 9 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%