ARIZONA STATE RETIREMENT SYSTEM

Holdings as of 2026-06-30, filed 2026-08-07

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 38 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
2,071
Value reported by manager
$19.9B
Sum of our stored positions
$19.9B
should match the line above
Disclosure lag
38 d
quarter end to filing
Top 5 concentration
28.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CORPORATIONCOM$1.3B6,405,64267066G104
APPLE INCCOM$1.2B4,073,733037833100
MICROSOFT CORPCOM$730.2M1,957,446594918104
AMAZON COM INCCOM$640.1M2,685,688023135106
ALPHABET INCCAP STK CL A$577.3M1,615,49302079K305
BROADCOM INCCOM$471.5M1,248,09011135F101
ALPHABET INCCAP STK CL C$453.2M1,282,59902079K107
MICRON TECHNOLOGY INCCOM$361.2M312,924595112103
META PLATFORMS INCCL A$343.2M609,36130303M102
TESLA INCCOM$328.5M780,92088160R101
ELI LILLY & COCOM$267.3M222,844532457108
ADVANCED MICRO DEVICES INCCOM$262.8M452,388007903107
JPMORGAN CHASE & COCOM$243.6M744,26446625H100
BERKSHIRE HATHAWAY INC DELCL B NEW$193.1M385,899084670702
INTEL CORPCOM$170.2M1,219,079458140100
JOHNSON & JOHNSONCOM$169.7M668,344478160104
VISA INCCOM CL A$160M466,47192826C839
APPLIED MATLS INCCOM$159.2M220,211038222105
EXXON MOBIL CORPCOM$157.7M1,153,36530231G102
LAM RESEARCH CORPCOM NEW$150.2M346,510512807306
WALMART INCCOM$137.8M1,216,703931142103
CATERPILLAR INCCOM$137.5M129,108149123101
CISCO SYS INCCOM$128.7M1,096,01917275R102
ABBVIE INCCOM$123.5M490,79700287Y109
MASTERCARD INCORPORATEDCL A$116.7M227,20857636Q104
COSTCO WHOLESALE CORPORATIONCOM$115.2M123,10522160K105
KLA CORPCOM NEW$109.7M363,713482480100
GE AEROSPACECOM NEW$108.4M289,920369604301
BANK OF AMER CORPCOM$107.3M1,883,657060505104
UNITEDHEALTH GROUP INCCOM$104.7M251,86291324P102
HOME DEPOT INCCOM$97.5M276,374437076102
PROCTER & GAMBLE COCOM$94.6M644,865742718109
SANDISK CORPCOM$90.3M39,70980004C200
MERCK & CO INCCOM$88.2M686,04258933Y105
GE VERNOVA INCCOM$87.9M74,78936828A101
COCA COLA COCOM$87.4M1,074,888191216100
CHEVRON CORPORATIONCOM$84.9M512,155166764100
NETFLIX INC.COM$83.4M1,168,41664110L106
GOLDMAN SACHS GROUP INCCOM$82.8M81,85538141G104
PHILIP MORRIS INTL INCCOM$78.2M432,462718172109
PALO ALTO NETWORKS INCCOM$76.7M225,037697435105
TEXAS INSTRS INCCOM$75.3M252,636882508104
INTERNATIONAL BUSINESS MACHSCOM$73.2M260,286459200101
RTX CORPORATIONCOM$70.9M373,48275513E101
PALANTIR TECHNOLOGIES INCCL A$70.5M604,30769608A108
MARVELL TECHNOLOGY INCCOM$70.5M236,579573874104
WELLS FARGO & COCOM$70.3M850,284949746101
ORACLE CORPCOM$70.2M478,82968389X105
MORGAN STANLEYCOM NEW$68.7M328,814617446448
LINDE PLCSHS$66.7M128,583G54950103
CITIGROUP INCCOM NEW$66.2M473,271172967424
WESTERN DIGITAL CORPCOM$61.3M96,018958102105
AMPHENOL CORPCL A$60.2M341,144032095101
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$58.5M60,609G7997R103
CORNING INCCOM$56.3M220,483219350105
QUALCOMM INCCOM$54.7M296,072747525103
AMGEN INCCOM$54.2M149,581031162100
ANALOG DEVICES INCCOM$53.8M135,467032654105
MCDONALDS CORPCOM$53.3M197,122580135101
CROWDSTRIKE HLDGS INCCL A$52.3M68,50222788C105
THERMO FISHER SCIENTIFIC INCCOM$51.7M103,118883556102
PEPSICO INCCOM$51.4M379,252713448108
NEXTERA ENERGY INCCOM$50.8M578,63265339F101
ARISTA NETWORKS INCCOM SHS$50.3M296,365040413205
AMERICAN EXPRESS COCOM$49.9M147,476025816109
VERIZON COMMUNICATIONS INCCOM$49.1M1,159,87092343V104
DISNEY WALT COCOM$47.3M491,563254687106
TJX COS INC NEWCOM$46.5M307,119872540109
EATON CORP PLCSHS$45.9M107,658G29183103
BOEING COCOM$44.8M207,154097023105
UNION PAC CORPCOM$44.8M164,735907818108
WELLTOWER INCCOM$44.4M195,49495040Q104
ABBOTT LABORATORIESCOM$43.9M483,276002824100
GILEAD SCIENCES INCCOM$43.5M344,415375558103
DEERE & COCOM$42.8M67,454244199105
SCHWAB CHARLES CORPCOM$42.3M458,174808513105
AT&T INCCOM$40.1M1,937,41100206R102
BLACKROCK INCCOM$39.4M40,95609290D101
INTUITIVE SURGICAL INCCOM NEW$39.2M98,55346120E602
BOOKING HOLDINGS INCCOM$38.7M217,32109857L108
PFIZER INCCOM$38M1,578,409717081103
CVS HEALTH CORPCOM$36.5M353,014126650100
DELL TECHNOLOGIES INCCL C$36.1M83,58624703L202
UBER TECHNOLOGIES INCCOM$35.7M494,53390353T100
PROGRESSIVE CORPCOM$35.5M162,316743315103
CONOCOPHILLIPSCOM$35.3M339,17620825C104
VERTEX PHARMACEUTICALS INCCOM$35.1M70,58092532F100
PROLOGIS INC.COM$35M258,67674340W103
SALESFORCE INCCOM$34.7M221,31979466L302
LOWES COS INCCOM$34.3M155,407548661107
S&P GLOBAL INCCOM$34.3M84,11578409V104
PARKER-HANNIFIN CORPCOM$34.3M35,022701094104
VERTIV HOLDINGS COCOM CL A$33.8M100,85692537N108
DANAHER CORP DELCOM$33.7M176,736235851102
ALTRIA GROUP INCCOM$33.4M463,75802209S103
CAPITAL ONE FINL CORPCOM$33.3M165,99214040H105
CHUBB LIMITEDCOM$33.1M97,018H1467J104
APPLOVIN CORPCOM CL A$32.8M63,70003831W108
BRISTOL-MYERS SQUIBB COCOM$32.6M566,542110122108
STARBUCKS CORPCOM$32.3M316,134855244109
TRANE TECHNOLOGIES PLCSHS$30.2M61,415G8994E103
STRYKER CORPORATIONCOM$30.1M95,644863667101
QUANTA SVCS INCCOM$30M41,63874762E102
SOUTHERN COCOM$29.9M312,805842587107
HOWMET AEROSPACE INCCOM$29.9M111,254443201108
LOCKHEED MARTIN CORPCOM$29.3M57,554539830109
SERVICENOW INCCOM$28.8M290,24581762P102
CADENCE DESIGN SYSTEM INCCOM$28.8M76,610127387108
EQUINIX INCCOM$28.5M27,36629444U700
NEWMONT CORPCOM$28M299,661651639106
MEDTRONIC PLCSHS$27.9M356,254G5960L103
BANK OF NY MELLON CORPCOM$27.6M190,603064058100
PNC FINL SVCS GROUP INCCOM$27.5M111,547693475105
CUMMINS INCCOM$27.3M38,338231021106
DUKE ENERGY CORP NEWCOM NEW$27.3M215,94026441C204
FORTINET INCCOM$26.8M174,51734959E109
US BANCORPCOM NEW$26M430,720902973304
MCKESSON CORPCOM$25.7M33,98858155Q103
WILLIAMS COS INCCOM$25.2M339,319969457100
FREEPORT MCMORAN INCCL B$25.1M398,79635671D857
AUTOMATIC DATA PROCESSING INCOM$25M111,726053015103
WASTE MGMT INC DELCOM$24.9M111,80094106L109
JOHNSON CONTROLS INTERNATIONSHS$24.8M169,837G51502105
CSX CORPCOM$24.5M516,112126408103
COMCAST CORP NEWCL A$24.4M995,71220030N101
BLACKSTONE INCCOM$24.2M205,94109260D107
SPACE EXPLORATION TECHN CORPCLASS A COM STK$24.2M141,57084615Q103
3M COCOM$23.7M146,14988579Y101
ELEVANCE HEALTH INC FORMERLYCOM$23.6M60,953036752103
BLOOM ENERGY CORPCOM CL A$23.4M77,410093712107
DATADOG INCCL A COM$23.3M89,56523804L103
SNOWFLAKE INCCOM SHS$23.2M91,129833445109
T-MOBILE US INCCOM$23.1M137,585872590104
ADOBE INCCOM$23M112,15700724F101
GENERAL DYNAMICS CORPCOM$22.6M63,882369550108
SYNOPSYS INCCOM$22.5M50,497871607107
MARRIOTT INTL INC NEWCL A$22.5M60,649571903202
SHERWIN WILLIAMS COCOM$22.5M65,207824348106
ROYAL CARIBBEAN GROUPCOM$22.4M70,698V7780T103
EMERSON ELEC COCOM$22.3M155,944291011104
MARSH & MCLENNAN COS INCCOM$22.3M133,689571748102
CME GROUP INCCOM$22.2M100,67112572Q105
UNITED PARCEL SVCS INCCL B$22.2M206,643911312106
TERADYNE INCCOM$21.7M44,887880770102
VALERO ENERGY CORPCOM$21.6M82,95491913Y100
MERCADOLIBRE INCCOM$21.5M12,66058733R102
OREILLY AUTOMOTIVE INCCOM$21.4M232,16867103H107
CONSTELLATION ENERGY CORPCOM$21.2M85,45021037T109
ACCENTURE PLC IRELANDSHS CLASS A$21.2M170,357G1151C101
AMERICAN TOWER CORPCOM$21.2M129,32903027X100
CLOUDFLARE INCCL A COM$21.1M86,09018915M107
COHERENT CORPCOM$21M53,18719247G107
HILTON WORLDWIDE HLDGS INCCOM$21M63,48743300A203
MARATHON PETE CORPCOM$20.9M81,71756585A102
ROBINHOOD MKTS INCCOM CL A$20.9M208,264770700102
TRANSDIGM GROUP INCCOM$20.9M15,670893641100
AMERICAN ELEC PWR CO INCCOM$20.6M150,828025537101
MONDELEZ INTL INCCL A$20.6M355,688609207105
ILLINOIS TOOL WKS INCCOM$20.5M75,971452308109
UNITED RENTALS INCCOM$20.5M18,062911363109
THE CIGNA GROUPCOM$20.2M73,160125523100
SIMON PPTY GROUP INC NEWCOM$20.2M90,137828806109
INTUITCOM$20M76,737461202103
COMFORT SYS USA INCCOM$20M10,088199908104
CIENA CORPCOM NEW$19.9M40,541171779309
CRH PLCORD$19.9M185,746G25508105
HONEYWELL INTL INCCOM$19.7M88,194438516205
NXP SEMICONDUCTORS N VCOM$19.7M70,118N6596X109
ECOLAB INCCOM$19.7M70,531278865100
NORFOLK SOUTHN CORPCOM$19.6M62,296655844108
HONEYWELL AEROSPACE INCCOM$19.5M88,19443849R105
TRAVELERS COMPANIES INCCOM$19.5M59,00489417E109
COLGATE PALMOLIVE COCOM$19.4M211,492194162103
SLB LIMITEDCOM STK$19.4M416,536806857108
INTERCONTINENTAL EXCHANGE INCOM$19.3M157,17445866F104
GENERAL MTRS COCOM$19.3M250,83337045V100
EOG RES INCCOM$19.3M148,65126875P101
FEDEX CORPCOM$19.2M61,24331428X106
MOTOROLA SOLUTIONS INCCOM NEW$19.2M46,118620076307
NORTHROP GRUMMAN CORPCOM$19.1M37,441666807102
MOODYS CORPCOM$18.9M41,818615369105
MONSTER BEVERAGE CORP NEWCOM$18.9M196,72861174X109
DOORDASH INCCL A$18.9M102,38225809K105
ASTERA LABS INCCOM$18.9M39,04204626A103
PHILLIPS 66COM$18.8M111,265718546104
AON PLCSHS CL A$18.7M56,479G0403H108
ROSS STORES INCCOM$18.6M87,212778296103
MONOLITHIC PWR SYS INCCOM$18.5M13,379609839105
WARNER BROS DISCOVERY INCCOM SER A$18M675,474934423104
REGENERON PHARMACEUTICALSCOM$18M28,83175886F107
BOSTON SCIENTIFIC CORPCOM$17.6M412,385101137107
LUMENTUM HLDGS INCCOM$17.6M20,47155024U109
PACCAR INCCOM$17.5M146,028693718108
KEYSIGHT TECHNOLOGIES INCCOM$17.2M49,17249338L103
AIR PRODUCTS AND CHEMICALS ICOM$17.2M58,693009158106
HEWLETT PACKARD ENTERPRISE CCOM$17.2M380,42542824C109
TRUIST FINL CORPCOM$17.2M344,36289832Q109
DIGITAL RLTY TR INCCOM$17.1M95,347253868103
FLEX LTDORD$17.1M105,416Y2573F102
WW GRAINGER INCCOM$17.1M12,552384802104
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-07

ARIZONA STATE RETIREMENT SYSTEM — 2071 positions reported for 2026Q2 — Tapewire