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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 38 of 103  ·  2,048 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 TTC TORO CO Industrials 27,325.0 $2.2M 0.01% NEW $78.72 +18.4%
742 G GENPACT LIMITED Technology 45,895.0 $2.1M 0.01% NEW $46.78 -35.8%
743 CFR CULLEN FROST BANKERS INC Financial Services 16,950.0 $2.1M 0.01% NEW $126.63 +28.1%
744 SITM SITIME CORP Technology 6,070.0 $2.1M 0.01% NEW $353.19 +67.2%
745 BROS DUTCH BROS INC Consumer Cyclical 34,902.0 $2.1M 0.01% NEW $61.22 +6.1%
746 AOS SMITH A O CORP Industrials 31,888.0 $2.1M 0.01% NEW $66.88 -11.3%
747 MOS MOSAIC CO NEW Basic Materials 88,091.0 $2.1M 0.01% NEW $24.09 -5.4%
748 WTS WATTS WATER TECHNOLOGIES INC Industrials 7,683.0 $2.1M 0.01% NEW $276.02 +23.7%
749 LNC LINCOLN NATL CORP IND Financial Services 47,375.0 $2.1M 0.01% NEW $44.53 -6.4%
750 LYFT LYFT INC Technology 108,804.0 $2.1M 0.01% NEW $19.37 -24.3%
751 LUMN LUMEN TECHNOLOGIES INC Communication Services 270,904.0 $2.1M 0.01% NEW $7.77 -13.8%
752 FR FIRST INDL RLTY TR INC Real Estate 36,730.0 $2.1M 0.01% NEW $57.27 +18.2%
753 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 157,985.0 $2.1M 0.01% NEW $13.28 -28.8%
754 NNN NNN REIT INC Real Estate 52,874.0 $2.1M 0.01% NEW $39.63 +23.6%
755 CART MAPLEBEAR INC Consumer Cyclical 46,568.0 $2.1M 0.01% NEW $44.98 -0.6%
756 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 42,741.0 $2.1M 0.01% NEW $48.94 +1.4%
757 QRVO QORVO INC Technology 24,620.0 $2.1M 0.01% NEW $84.51 +5.9%
758 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 56,845.0 $2.1M 0.01% NEW $36.49 +24.7%
759 JXN JACKSON FINANCIAL INC Financial Services 19,351.0 $2.1M 0.01% NEW $106.65 +16.0%
760 MUSA MURPHY USA INC Consumer Cyclical 5,108.0 $2.1M 0.01% NEW $403.52 +53.1%
Page 38 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%