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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 36 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HSIC HENRY SCHEIN INC Healthcare 30,421.0 $2.3M 0.01% NEW $75.58 +12.2%
702 PCOR PROCORE TECHNOLOGIES INC Technology 31,596.0 $2.3M 0.01% NEW $72.74 -42.7%
703 FRT FEDERAL RLTY INVT TR NEW Real Estate 22,761.0 $2.3M 0.01% NEW $100.80 +24.1%
704 ROIV ROIVANT SCIENCES LTD Healthcare 105,685.0 $2.3M 0.01% NEW $21.70 +60.9%
705 CUBE CUBESMART Real Estate 63,470.0 $2.3M 0.01% NEW $36.05 +14.1%
706 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 23,304.0 $2.3M 0.01% NEW $97.90 +21.6%
707 AMG AFFILIATED MANAGERS GROUP IN Financial Services 7,910.0 $2.3M 0.01% NEW $288.28 +20.3%
708 IDCC INTERDIGITAL INC Technology 7,158.0 $2.3M 0.01% NEW $318.38 -18.6%
709 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 48,410.0 $2.3M 0.01% NEW $46.68 -12.1%
710 ATR APTARGROUP INC Healthcare 18,473.0 $2.3M 0.01% NEW $121.96 +5.9%
711 CTRE CARETRUST REIT INC Real Estate 62,222.0 $2.2M 0.01% NEW $36.16 +17.2%
712 OSK OSHKOSH CORP Industrials 17,872.0 $2.2M 0.01% NEW $125.63 +18.3%
713 UGI UGI CORP NEW Utilities 59,807.0 $2.2M 0.01% NEW $37.43 -1.6%
714 OMF ONEMAIN HLDGS INC Financial Services 33,083.0 $2.2M 0.01% NEW $67.55 -11.4%
715 ADC AGREE RLTY CORP Real Estate 31,021.0 $2.2M 0.01% NEW $72.03 +11.4%
716 GNRC GENERAC HLDGS INC Industrials 16,381.0 $2.2M 0.01% NEW $136.37 +56.5%
717 BRX BRIXMOR PPTY GROUP INC Real Estate 84,893.0 $2.2M 0.01% NEW $26.22 +23.6%
718 AHR AMERICAN HEALTHCARE REIT INC Real Estate 47,224.0 $2.2M 0.01% NEW $47.06 +21.3%
719 CNH INDL N V 240,610.0 $2.2M 0.01% NEW $9.22
720 SANM SANMINA CORPORATION Technology 14,775.0 $2.2M 0.01% NEW $150.07 +44.8%
Page 36 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%