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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $10.1B AUM 3,580 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 270 Added 1285 Reduced 71 Exited
Page 2 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 C CITIGROUP INC Financial Services 191,406.0 $26.8M 0.27% +13K +7.6% $139.95 -1.6%
22 VTR VENTAS INC Real Estate 289,334.0 $25.7M 0.26% +11K +3.9% $88.80 +2.7%
23 APH AMPHENOL CORP Technology 130,382.0 $23.0M 0.23% +10K +8.2% $176.31 -9.5%
24 ADI ANALOG DEVICES INC Technology 56,782.0 $22.6M 0.22% +8K +16.1% $397.15 -5.2%
25 IRM IRON MTN INC DEL Real Estate 176,638.0 $22.3M 0.22% +2K +1.4% $126.30 +0.3%
26 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 21,971.0 $21.2M 0.21% +735.0 +3.5% $965.00 -6.4%
27 CDNS CADENCE DESIGN SYSTEM INC Technology 53,866.0 $20.2M 0.20% +27K +98.7% $375.30 -15.7%
28 DDOG DATADOG INC Technology 77,149.0 $20.1M 0.20% +45K +138.5% $260.34 -5.5%
29 CCI CROWN CASTLE INC Real Estate 260,516.0 $19.7M 0.20% +3K +1.1% $75.73 -2.2%
30 VICI VICI PPTYS INC Real Estate 651,615.0 $17.3M 0.17% +16K +2.5% $26.55 -2.4%
31 IJR ISHARES TR 114,016.0 $16.9M 0.17% +73K +177.7% $148.29 -0.4%
32 SNPS SYNOPSYS INC Technology 36,020.0 $16.1M 0.16% +13K +58.4% $446.03 -9.3%
33 BKNG BOOKING HOLDINGS INC Consumer Cyclical 75,924.0 $13.5M 0.13% +73K +2271.1% $178.23 +16.8%
34 LAZ LAZARD INC Financial Services 290,090.0 $12.2M 0.12% +109K +60.0% $41.93 +5.1%
35 WMS ADVANCED DRAIN SYS INC DEL Industrials 71,189.0 $11.2M 0.11% +48K +207.2% $156.95 -8.2%
36 HALO HALOZYME THERAPEUTICS INC Healthcare 142,422.0 $11.1M 0.11% +76K +112.9% $78.26 +34.0%
37 ESS ESSEX PPTY TR INC Real Estate 38,218.0 $11.1M 0.11% +276.0 +0.7% $291.56 -2.7%
38 SO SOUTHERN CO Utilities 110,455.0 $10.6M 0.10% +949.0 +0.9% $95.70 -3.8%
39 ADSK AUTODESK INC Technology 52,164.0 $10.1M 0.10% +31K +147.1% $194.41 +26.9%
40 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 18,264.0 $9.9M 0.10% +5K +33.0% $541.78 -4.3%
Page 2 of 14  ·  270 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 33.5%
Financial Services 10.2%
Real Estate 9.9%
Consumer Cyclical 9.1%
Industrials 8.8%
Healthcare 8.5%
Communication Services 8.4%
Consumer Defensive 4.3%
Energy 3.2%
Utilities 2.2%