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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 5 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HBAN HUNTINGTON BANCSHARES INC Financial Services 202,708.0 $3.6M 0.04% +42K +26.3% $17.73 -4.0%
82 NHI NATIONAL HEALTH INVS INC Real Estate 46,455.0 $3.5M 0.04% +17K +57.7% $76.22 -3.0%
83 NET CLOUDFLARE INC Technology 14,314.0 $3.5M 0.04% +7K +96.1% $245.21 +13.7%
84 MATX MATSON INC Industrials 17,859.0 $3.4M 0.03% +90.0 +0.5% $192.12 +12.8%
85 EPR EPR PPTYS Real Estate 58,211.0 $3.4M 0.03% +426.0 +0.7% $57.94 +5.7%
86 SF STIFEL FINL CORP Financial Services 48,274.0 $3.4M 0.03% +13K +38.4% $69.75 +14.5%
87 FANG DIAMONDBACK ENERGY INC Energy 19,019.0 $3.3M 0.03% +551.0 +3.0% $175.77 +20.1%
88 SBRA SABRA HEALTH CARE REIT INC Real Estate 162,791.0 $3.2M 0.03% +8K +5.1% $19.50 +5.3%
89 SNEX STONEX GROUP INC Financial Services 26,418.0 $3.1M 0.03% +647.0 +2.5% $118.48 -44.1%
90 NRG NRG ENERGY INC Utilities 20,673.0 $3.0M 0.03% +2K +8.8% $146.04 -21.0%
91 TEX TEREX CORP NEW Industrials 41,136.0 $3.0M 0.03% +5K +13.6% $72.35 -11.3%
92 MTCH MATCH GROUP INC NEW Communication Services 76,819.0 $2.9M 0.03% +54K +229.5% $38.04 +6.1%
93 ATO ATMOS ENERGY CORP Utilities 16,356.0 $2.8M 0.03% +401.0 +2.5% $172.23 -1.0%
94 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 31,748.0 $2.8M 0.03% +9K +37.5% $87.19 +4.7%
95 CDP COPT DEFENSE PROPERTIES Real Estate 74,163.0 $2.7M 0.03% +477.0 +0.7% $36.35 +2.1%
96 ENTG ENTEGRIS INC Technology 14,943.0 $2.7M 0.03% +123.0 +0.8% $179.82 -19.6%
97 POWL POWELL INDS INC Industrials 9,359.0 $2.7M 0.03% +5K +95.3% $286.36 -31.1%
98 PPL PPL CORP Utilities 73,717.0 $2.7M 0.03% +422.0 +0.6% $36.34 -3.1%
99 FN FABRINET Technology 4,733.0 $2.7M 0.03% +736.0 +18.4% $561.80 -20.8%
100 DIEBOLD NIXDORF INC 31,143.0 $2.6M 0.03% +9K +42.6% $84.96
Page 5 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%