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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $17.1B AUM 2,051 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 172 Added 1660 Reduced 60 Exited
Page 13 of 83  ·  1,660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MSCI MSCI INC Financial Services 20,596.0 $11.1M 0.07% -1K -5.2% $539.01 +4.2%
242 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 136,823.0 $11.1M 0.07% -5K -3.3% $80.95 -4.3%
243 AIG AMERICAN INTL GROUP INC Financial Services 146,614.0 $11.0M 0.07% -9K -6.0% $75.25 +6.6%
244 PYPL PAYPAL HLDGS INC Financial Services 243,535.0 $11.0M 0.06% -12K -4.8% $45.23 +23.5%
245 ROK ROCKWELL AUTOMATION INC Industrials 30,556.0 $11.0M 0.06% -323.0 -1.1% $358.88 +29.5%
246 CBRE CBRE GROUP INC Real Estate 80,868.0 $11.0M 0.06% -780.0 -1.0% $135.46 +2.1%
247 MET METLIFE INC Financial Services 153,447.0 $10.9M 0.06% -6K -3.6% $70.72 +32.0%
248 EQT EQT CORP Energy 169,603.0 $10.8M 0.06% -2K -1.0% $63.64 -21.7%
249 NDAQ NASDAQ INC Financial Services 124,122.0 $10.5M 0.06% -2K -1.4% $84.89 +6.3%
250 NUE NUCOR CORP Basic Materials 62,197.0 $10.5M 0.06% -778.0 -1.2% $169.10 +37.9%
251 PCG PG&E CORP Utilities 597,537.0 $10.5M 0.06% -5K -0.8% $17.57 -0.5%
252 ROP ROPER TECHNOLOGIES INC Industrials 29,490.0 $10.4M 0.06% -913.0 -3.0% $353.86 -0.9%
253 GRMN GARMIN LTD Technology 44,439.0 $10.3M 0.06% -399.0 -0.9% $232.01 +2.0%
254 HIG HARTFORD INSURANCE GROUP INC Financial Services 75,716.0 $10.2M 0.06% -1K -1.7% $135.23 +5.0%
255 COHR COHERENT CORP Technology 42,439.0 $10.1M 0.06% -739.0 -1.7% $238.21 +33.2%
256 FANG DIAMONDBACK ENERGY INC Energy 51,027.0 $10.1M 0.06% -2K -3.6% $197.79 +1.0%
257 ODFL OLD DOMINION FREIGHT LINE IN Industrials 51,135.0 $10.0M 0.06% -715.0 -1.4% $195.40 +20.2%
258 DDOG DATADOG INC Technology 84,009.0 $9.9M 0.06% -466.0 -0.6% $118.05 +115.8%
259 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 50,209.0 $9.9M 0.06% -449.0 -0.9% $197.50 +19.5%
260 DHI D R HORTON INC Consumer Cyclical 72,023.0 $9.9M 0.06% -3K -4.5% $137.22 +4.6%
Page 13 of 83  ·  1,660 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 32.3%
Financial Services 11.5%
Consumer Cyclical 10.1%
Healthcare 9.9%
Communication Services 9.9%
Industrials 9.5%
Consumer Defensive 5.1%
Energy 4.3%
Utilities 2.9%
Real Estate 2.4%