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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 22 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EXACT SCIENCES CORP 52,752.0 $5.4M 0.03% NEW $101.56
422 DGX QUEST DIAGNOSTICS INC Healthcare 30,770.0 $5.3M 0.03% NEW $173.53 +18.8%
423 BE BLOOM ENERGY CORP Industrials 60,992.0 $5.3M 0.03% NEW $86.89 +161.2%
424 AMCOR PLC 633,684.0 $5.3M 0.03% NEW $8.34
425 KEY KEYCORP Financial Services 255,718.0 $5.3M 0.03% NEW $20.64 +10.5%
426 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 60,346.0 $5.3M 0.03% NEW $87.42 -23.3%
427 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,452.0 $5.3M 0.03% NEW $2146.18 -4.5%
428 HEICO CORP NEW 20,833.0 $5.3M 0.03% NEW $252.43
429 IT GARTNER INC Technology 20,771.0 $5.2M 0.03% NEW $252.28 -47.0%
430 CHRW C H ROBINSON WORLDWIDE INC Industrials 32,427.0 $5.2M 0.03% NEW $160.76 +28.7%
431 RGLD ROYAL GOLD INC Basic Materials 23,370.0 $5.2M 0.03% NEW $222.29 -8.3%
432 GPN GLOBAL PMTS INC Industrials 66,664.0 $5.2M 0.03% NEW $77.40 +2.1%
433 FTV FORTIVE CORP Technology 92,809.0 $5.1M 0.03% NEW $55.21 +9.0%
434 TRMB TRIMBLE INC Technology 65,240.0 $5.1M 0.03% NEW $78.35 -36.1%
435 L LOEWS CORP Financial Services 48,374.0 $5.1M 0.03% NEW $105.31 +8.4%
436 PKG PACKAGING CORP AMER Consumer Cyclical 24,694.0 $5.1M 0.03% NEW $206.23 +11.2%
437 CHTR CHARTER COMMUNICATIONS INC N Communication Services 24,358.0 $5.1M 0.03% NEW $208.75 -38.6%
438 TECHNIPFMC PLC 114,004.0 $5.1M 0.03% NEW $44.56
439 WWD WOODWARD INC Industrials 16,692.0 $5.0M 0.03% NEW $302.32 +34.3%
440 BURL BURLINGTON STORES INC Consumer Cyclical 17,247.0 $5.0M 0.03% NEW $288.85 +21.4%
Page 22 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%