Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ARIZONA STATE RETIREMENT SYSTEM 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ARIZONA STATE RETIREMENT SYSTEM (CIK 1558481) reported $19.89B across 2,071 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($1.28B, 6.44%), AAPL ($1.18B, 5.93%), MSFT ($730.2M, 3.67%), AMZN ($640.1M, 3.22%), GOOGL ($577.3M, 2.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$1.28B6.44%6.4MTrimmed
2AAPLAPPLE INC$1.18B5.93%4.1MAdded
3MSFTMICROSOFT CORP$730.2M3.67%2.0MAdded
4AMZNAMAZON COM INC$640.1M3.22%2.7MAdded
5GOOGLALPHABET INC$577.3M2.90%1.6MAdded
6AVGOBROADCOM INC$471.5M2.37%1.2MAdded
7GOOGALPHABET INC$453.2M2.28%1.3MTrimmed
8MUMICRON TECHNOLOGY INC$361.2M1.82%312,924Added
9METAMETA PLATFORMS INC$343.2M1.73%609,361Added
10TSLATESLA INC$328.5M1.65%780,920Added
11LLYELI LILLY & CO$267.3M1.34%222,844Added
12AMDADVANCED MICRO DEVICES INC$262.8M1.32%452,388Added
13JPMJPMORGAN CHASE & CO$243.6M1.22%744,264Trimmed
14BRKBBERKSHIRE HATHAWAY INC DEL$193.1M0.97%385,899Added
15INTCINTEL CORP$170.2M0.86%1.2MTrimmed
16JNJJOHNSON & JOHNSON$169.7M0.85%668,344Added
17VVISA INC$160.0M0.80%466,471Added
18AMATAPPLIED MATLS INC$159.2M0.80%220,211Added
19XOMEXXON MOBIL CORP$157.7M0.79%1.2MTrimmed
20LRCXLAM RESEARCH CORP$150.2M0.75%346,510Added
21WMTWALMART INC$137.8M0.69%1.2MAdded
22CATCATERPILLAR INC$137.5M0.69%129,108Added
23CSCOCISCO SYS INC$128.7M0.65%1.1MAdded
24ABBVABBVIE INC$123.5M0.62%490,797Added
25MAMASTERCARD INCORPORATED$116.7M0.59%227,208Trimmed

Source: SEC Form 13F filings · as of 2026-06-30