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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 10 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RL RALPH LAUREN CORP Consumer Cyclical 17,209.0 $6.9M 0.07% -2K -8.9% $401.36 -7.2%
182 CAH CARDINAL HEALTH INC Healthcare 28,976.0 $6.9M 0.07% -1K -4.6% $237.54 -3.8%
183 FIX COMFORT SYS USA INC Industrials 3,444.0 $6.8M 0.07% -82.0 -2.3% $1981.71 -15.6%
184 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 55,410.0 $6.8M 0.07% -1K -2.3% $123.10 +28.8%
185 SLB SLB LIMITED Energy 146,488.0 $6.8M 0.07% -2K -1.4% $46.49 +15.2%
186 CIEN CIENA CORP Technology 13,855.0 $6.8M 0.07% -95.0 -0.7% $490.51 -20.0%
187 CPT CAMDEN PPTY TR Real Estate 59,011.0 $6.8M 0.07% -4K -5.8% $114.47 -5.7%
188 IDA IDACORP INC Utilities 44,635.0 $6.8M 0.07% -5K -9.3% $151.27 -7.4%
189 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 69,954.0 $6.7M 0.07% -558.0 -0.8% $96.11 -50.6%
190 CENCORA INC 23,635.0 $6.7M 0.07% -703.0 -2.9% $282.93
191 MCO MOODYS CORP Financial Services 14,721.0 $6.7M 0.07% -514.0 -3.4% $452.89 +10.1%
192 AFL AFLAC INC Financial Services 56,792.0 $6.7M 0.07% -3K -5.7% $117.23 -0.9%
193 AMH AMERICAN HOMES 4 RENT Real Estate 198,349.0 $6.6M 0.07% -3K -1.5% $33.51 +2.6%
194 PSX PHILLIPS 66 Energy 39,285.0 $6.6M 0.07% -720.0 -1.8% $169.05 +42.0%
195 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 51,358.0 $6.6M 0.07% -11K -17.6% $128.53 +0.1%
196 WBD WARNER BROS DISCOVERY INC Communication Services 242,837.0 $6.5M 0.06% -5K -1.9% $26.66 +5.9%
197 LECO LINCOLN ELEC HLDGS INC Industrials 24,171.0 $6.4M 0.06% -2K -8.6% $265.48 +4.3%
198 L LOEWS CORP Financial Services 56,694.0 $6.4M 0.06% -5K -8.2% $113.19 -2.2%
199 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 21,819.0 $6.4M 0.06% -231.0 -1.1% $293.14 +2.5%
200 BKR BAKER HUGHES COMPANY Energy 115,098.0 $6.4M 0.06% -3K -2.3% $55.49 +13.1%
Page 10 of 65  ·  1,285 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%