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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 10 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PCAR PACCAR INC Industrials 147,861.0 $16.2M 0.09% NEW $109.51 +15.3%
182 EOG EOG RES INC Energy 153,984.0 $16.2M 0.09% NEW $105.01 +36.6%
183 VRT VERTIV HOLDINGS CO Industrials 99,757.0 $16.2M 0.09% NEW $162.01 +88.0%
184 SLB SLB LIMITED Energy 419,762.0 $16.1M 0.09% NEW $38.38 +21.4%
185 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 58,493.0 $16.1M 0.09% NEW $275.39 +223.8%
186 AZO AUTOZONE INC Consumer Cyclical 4,747.0 $16.1M 0.09% NEW $3391.50 -11.2%
187 AFL AFLAC INC Financial Services 143,366.0 $15.8M 0.09% NEW $110.27 +12.1%
188 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 206,048.0 $15.8M 0.09% NEW $76.67 +23.2%
189 ZTS ZOETIS INC Healthcare 125,290.0 $15.8M 0.09% NEW $125.82 -40.1%
190 BDX BECTON DICKINSON & CO Healthcare 80,857.0 $15.7M 0.09% NEW $152.57 +0.8%
191 APD AIR PRODS & CHEMS INC Basic Materials 62,984.0 $15.6M 0.09% NEW $247.02 +20.0%
192 KMI KINDER MORGAN INC DEL Energy 564,482.0 $15.5M 0.08% NEW $27.49 +17.8%
193 LHX L3HARRIS TECHNOLOGIES INC Industrials 52,824.0 $15.5M 0.08% NEW $293.57 -5.4%
194 NXPI NXP SEMICONDUCTORS N V Technology 71,342.0 $15.5M 0.08% NEW $217.06 +25.8%
195 ALL ALLSTATE CORP Financial Services 74,213.0 $15.4M 0.08% NEW $208.15 +20.9%
196 VST VISTRA CORP Utilities 95,383.0 $15.4M 0.08% NEW $161.33 +0.6%
197 CVNA CARVANA CO Consumer Cyclical 36,218.0 $15.3M 0.08% NEW $422.02 -84.5%
198 PYPL PAYPAL HLDGS INC Financial Services 255,835.0 $14.9M 0.08% NEW $58.38 -4.3%
199 DLR DIGITAL RLTY TR INC Real Estate 96,005.0 $14.9M 0.08% NEW $154.71 +15.9%
200 IDXX IDEXX LABS INC Healthcare 21,936.0 $14.8M 0.08% NEW $676.53 -18.3%
Page 10 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%