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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 11 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BBY BEST BUY INC Consumer Cyclical 83,617.0 $6.3M 0.06% -8K -8.7% $75.86 +13.0%
202 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 55,884.0 $6.3M 0.06% -7K -10.5% $112.73 +14.5%
203 CTRE CARETRUST REIT INC Real Estate 154,970.0 $6.3M 0.06% -90K -36.7% $40.34 -1.4%
204 MAC MACERICH CO Real Estate 247,267.0 $6.2M 0.06% -22K -8.3% $25.18 -2.0%
205 BSX BOSTON SCIENTIFIC CORP Healthcare 145,635.0 $6.2M 0.06% -2K -1.3% $42.68 +15.7%
206 GNRC GENERAC HLDGS INC Industrials 21,203.0 $6.2M 0.06% -6K -21.1% $292.79 -29.4%
207 PCAR PACCAR INC Industrials 51,567.0 $6.2M 0.06% -846.0 -1.6% $120.12 +7.3%
208 SLGN SILGAN HLDGS INC Consumer Cyclical 133,318.0 $6.2M 0.06% -154K -53.6% $46.38 -11.3%
209 PTC PTC INC Technology 54,170.0 $6.2M 0.06% -6K -9.3% $113.59 +35.2%
210 KMI KINDER MORGAN INC DEL Energy 191,832.0 $6.1M 0.06% -3K -1.4% $31.97 -1.1%
211 TFC TRUIST FINL CORP Financial Services 122,073.0 $6.1M 0.06% -5K -4.1% $49.81 +0.8%
212 EA ELECTRONIC ARTS INC Communication Services 29,621.0 $6.1M 0.06% -1K -3.8% $205.02 +2.3%
213 EBAY EBAY INC. Consumer Cyclical 54,241.0 $6.1M 0.06% -3K -4.4% $111.72 -6.4%
214 AVT AVNET INC Technology 68,002.0 $6.0M 0.06% -7K -8.8% $88.79 -2.1%
215 WSM WILLIAMS SONOMA INC Consumer Cyclical 25,852.0 $6.0M 0.06% -2K -7.7% $233.06 +1.1%
216 ALL ALLSTATE CORP Financial Services 25,223.0 $6.0M 0.06% -684.0 -2.6% $237.92 +7.0%
217 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 201,100.0 $6.0M 0.06% -20K -8.9% $29.84 +4.5%
218 SIRI SIRIUSXM HOLDINGS INC Communication Services 201,203.0 $5.9M 0.06% -3K -1.5% $29.53 -3.9%
219 HCA HCA HEALTHCARE INC Healthcare 15,216.0 $5.9M 0.06% -695.0 -4.4% $389.85 +4.2%
220 PCG PG&E CORP Utilities 349,979.0 $5.9M 0.06% -19K -5.0% $16.82 +6.8%
Page 11 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%