Arizona State Retirement System Q4 2023 Filing

Filed January 24, 2024

Portfolio Value

$13.2B

Holdings

2,145

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (2,145 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
4,472,754$861.1M6.54%
2
MSFTMICROSOFT CORP
2,029,326$763.1M5.79%
3
AMZNAMAZON COM INC
2,661,383$404.4M3.07%
4
NVDANVIDIA CORPORATION
715,478$354.3M2.69%
5
GOOGLALPHABET INC
1,730,554$241.7M1.83%
6
METAMETA PLATFORMS INC
638,624$226.0M1.72%
7
GOOGALPHABET INC
1,468,868$207.0M1.57%
8
TSLATESLA INC
803,687$199.7M1.52%
9
AVGOBROADCOM INC
128,064$143.0M1.08%
10
JPMJPMORGAN CHASE & CO
817,609$139.1M1.06%
11
UNHUNITEDHEALTH GROUP INC
260,610$137.2M1.04%
12
LLYELI LILLY & CO
227,017$132.3M1.00%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
368,018$131.3M1.00%
14
VVISA INC
452,060$117.7M0.89%
15
XOMEXXON MOBIL CORP
1,127,102$112.7M0.86%
16
JNJJOHNSON & JOHNSON
677,481$106.2M0.81%
17
MAMASTERCARD INCORPORATED
236,714$101.0M0.77%
18
HDHOME DEPOT INC
281,362$97.5M0.74%
19
PGPROCTER AND GAMBLE CO
663,098$97.2M0.74%
20
COSTCOSTCO WHSL CORP NEW
124,562$82.2M0.62%
21
MRKMERCK & CO INC
713,916$77.8M0.59%
22
ABBVABBVIE INC
496,585$77.0M0.58%
23
ADBEADOBE INC
128,096$76.4M0.58%
24
CVXCHEVRON CORP NEW
510,445$76.1M0.58%
25
CRMSALESFORCE INC
283,538$74.6M0.57%
26
AMDADVANCED MICRO DEVICES INC
471,862$69.6M0.53%
27
KOCOCA COLA CO
1,155,797$68.1M0.52%
28
BACBANK AMERICA CORP
2,012,096$67.7M0.51%
29
PEPPEPSICO INC
386,809$65.7M0.50%
30
WMTWALMART INC
416,490$65.7M0.50%
31
ACNACCENTURE PLC IRELAND
176,575$62.0M0.47%
32
INTCINTEL CORP
1,224,895$61.5M0.47%
33
MCDMCDONALDS CORP
205,034$60.8M0.46%
34
NFLXNETFLIX INC
124,677$60.7M0.46%
35
TMOTHERMO FISHER SCIENTIFIC INC
108,584$57.6M0.44%
36
CSCOCISCO SYS INC
1,139,595$57.6M0.44%
37
LINLINDE PLC
137,281$56.4M0.43%
38
ABTABBOTT LABS
488,232$53.7M0.41%
39
NDQINVESCO QQQ TR
128,268$52.5M0.40%
40
CMCSACOMCAST CORP NEW
1,157,923$50.8M0.39%
41
WFCWELLS FARGO CO NEW
1,029,377$50.7M0.38%
42
ORCLORACLE CORP
480,312$50.6M0.38%
43
INTUINTUIT
78,849$49.3M0.37%
44
DISDISNEY WALT CO
514,797$46.5M0.35%
45
PFEPFIZER INC
1,588,456$45.7M0.35%
46
DHRDANAHER CORPORATION
197,345$45.7M0.35%
47
QCOMQUALCOMM INC
313,980$45.4M0.34%
48
BACVERIZON COMMUNICATIONS INC
1,182,781$44.6M0.34%
49
TXNTEXAS INSTRS INC
255,452$43.5M0.33%
50
AMGNAMGEN INC
150,491$43.3M0.33%
51
CATCATERPILLAR INC
143,525$42.4M0.32%
52
UNPUNION PAC CORP
171,467$42.1M0.32%
53
NOWSERVICENOW INC
59,569$42.1M0.32%
54
BABOEING CO
161,222$42.0M0.32%
55
IBMINTERNATIONAL BUSINESS MACHS
256,304$41.9M0.32%
56
4I1PHILIP MORRIS INTL INC
436,743$41.1M0.31%
57
SPGIS&P GLOBAL INC
91,549$40.3M0.31%
58
AMATAPPLIED MATLS INC
246,956$40.0M0.30%
59
HONHONEYWELL INTL INC
186,801$39.2M0.30%
60
COPCONOCOPHILLIPS
336,908$39.1M0.30%
61
GEGENERAL ELECTRIC CO
306,208$39.1M0.30%
62
NKENIKE INC
344,368$37.4M0.28%
63
LOWLOWES COS INC
162,368$36.1M0.27%
64
GSGOLDMAN SACHS GROUP INC
92,751$35.8M0.27%
65
BKNGBOOKING HOLDINGS INC
10,042$35.6M0.27%
66
NEENEXTERA ENERGY INC
577,053$35.0M0.27%
67
PLDPROLOGIS INC.
259,923$34.6M0.26%
68
RTXRTX CORPORATION
409,500$34.5M0.26%
69
BLKCHFBLACKROCK INC
42,006$34.1M0.26%
70
TAT&T INC
2,011,328$33.8M0.26%
71
ISRGINTUITIVE SURGICAL INC
98,851$33.3M0.25%
72
AXPAMERICAN EXPRESS CO
176,119$33.0M0.25%
73
DWDMORGAN STANLEY
349,632$32.6M0.25%
74
UPSUNITED PARCEL SERVICE INC
203,490$32.0M0.24%
75
UBERUBER TECHNOLOGIES INC
517,440$31.9M0.24%
76
ELVELEVANCE HEALTH INC
66,296$31.3M0.24%
77
LRCXEURLAM RESEARCH CORP
39,536$31.0M0.23%
78
SBUXSTARBUCKS CORP
322,251$30.9M0.23%
79
MDTMEDTRONIC PLC
374,338$30.8M0.23%
80
DEDEERE & CO
76,974$30.8M0.23%
81
TJXTJX COS INC NEW
321,879$30.2M0.23%
82
BMYBRISTOL-MYERS SQUIBB CO
587,757$30.2M0.23%
83
VRTXVERTEX PHARMACEUTICALS INC
72,613$29.5M0.22%
84
SCHWSCHWAB CHARLES CORP
423,335$29.1M0.22%
85
SYKSTRYKER CORPORATION
96,164$28.8M0.22%
86
CVSCVS HEALTH CORP
361,358$28.5M0.22%
87
LMTLOCKHEED MARTIN CORP
62,821$28.5M0.22%
88
GILDGILEAD SCIENCES INC
350,559$28.4M0.22%
89
AMTAMERICAN TOWER CORP NEW
131,149$28.3M0.21%
90
MUMICRON TECHNOLOGY INC
329,794$28.1M0.21%
91
TRVCCITIGROUP INC
541,785$27.9M0.21%
92
ADIANALOG DEVICES INC
140,197$27.8M0.21%
93
MDLZMONDELEZ INTL INC
382,746$27.7M0.21%
94
PANWPALO ALTO NETWORKS INC
93,256$27.5M0.21%
95
ETNEATON CORP PLC
112,257$27.0M0.21%
96
ADPAUTOMATIC DATA PROCESSING IN
115,907$27.0M0.20%
97
REGNREGENERON PHARMACEUTICALS
30,031$26.4M0.20%
98
MRSHMARSH & MCLENNAN COS INC
138,970$26.3M0.20%
99
PGRPROGRESSIVE CORP
164,681$26.2M0.20%
100
BXBLACKSTONE INC
199,683$26.1M0.20%
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