Stock Taper

ARIZONA STATE RETIREMENT SYSTEM

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Haemonetics CorporationHAE12.82K$961.73K
EMCOR Group, Inc.EME12.77K$10.6M
The Cheesecake Factory IncorporatedCAKE12.73K$1.01M
Core Laboratories N.V.CLB12.71K$148.03K
National Health Investors, Inc.NHI12.7K$968.73K
MercadoLibre, Inc.MELI12.66K$21.49M
Xencor, Inc.XNCR12.65K$203.63K
PVH Corp.PVH12.64K$938.72K
Cohu, Inc.COHU12.64K$934.3K
NU NUVALENT INCNUVL12.62K$1.56M
Penguin Solutions, Inc.PENG12.6K$957.88K
Phreesia, Inc.PHR12.57K$129.4K
AM AVANOS MED INCAVNS12.56K$312.42K
W.W. Grainger, Inc.GWW12.55K$17.08M
Ulta Beauty, Inc.ULTA12.54K$5.66M
ConnectOne Bancorp, Inc.CNOB12.49K$417.6K
The Scotts Miracle-Gro CompanySMG12.41K$845.38K
Abercrombie & Fitch Co.ANF12.4K$1.12M
Kymera Therapeutics, Inc.KYMR12.39K$1.42M
Tutor Perini CorporationTPC12.38K$1.03M