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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 14 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NVR NVR INC Consumer Cyclical 689.0 $4.7M 0.05% -70.0 -9.2% $6811.32 -7.5%
262 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 172,934.0 $4.6M 0.05% -27K -13.5% $26.84 -5.0%
263 PECO PHILLIPS EDISON & CO INC Real Estate 111,565.0 $4.6M 0.05% -22K -16.5% $41.59 -5.2%
264 STT STATE STR CORP Financial Services 27,118.0 $4.6M 0.05% -704.0 -2.5% $169.59 +7.9%
265 GTES GATES INDL CORP PLC Industrials 163,080.0 $4.6M 0.04% -58K -26.2% $27.96 -7.4%
266 FORM FORMFACTOR INC Technology 28,471.0 $4.6M 0.04% -14K -32.5% $159.88 -27.6%
267 MILLROSE PPTYS INC 151,483.0 $4.5M 0.04% -29K -15.9% $30.04
268 NTAP NETAPP INC Technology 29,376.0 $4.5M 0.04% -2K -5.3% $154.72 +24.6%
269 OUTFRONT MEDIA INC 138,227.0 $4.5M 0.04% -18K -11.4% $32.74
270 REXR REXFORD INDL RLTY INC Real Estate 134,353.0 $4.5M 0.04% -4K -2.9% $33.49 +10.6%
271 AWI ARMSTRONG WORLD INDS INC NEW Industrials 28,057.0 $4.5M 0.04% -9K -24.8% $160.35 +11.1%
272 HIW HIGHWOODS PPTYS INC Real Estate 149,192.0 $4.5M 0.04% -25K -14.3% $30.14 +4.4%
273 KMB KIMBERLY-CLARK CORP Consumer Defensive 40,856.0 $4.5M 0.04% -2K -3.8% $109.75 -1.0%
274 WAB WABTEC Industrials 16,626.0 $4.5M 0.04% -507.0 -3.0% $269.58 +8.4%
275 MET METLIFE INC Financial Services 52,958.0 $4.5M 0.04% -2K -3.8% $84.60 +10.5%
276 CROX CROCS INC Consumer Cyclical 37,125.0 $4.5M 0.04% -4K -9.9% $120.62 +2.0%
277 CF CF INDUSTRIES HOLD Basic Materials 41,115.0 $4.5M 0.04% -4K -7.9% $108.23 +16.1%
278 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 63,193.0 $4.4M 0.04% -6K -8.4% $69.72 -14.6%
279 EWBC EAST WEST BANCORP INC Financial Services 34,046.0 $4.4M 0.04% -3K -7.4% $129.06 +0.6%
280 ESE ESCO TECHNOLOGIES INC Technology 12,521.0 $4.4M 0.04% -5K -26.9% $349.89 -18.7%
Page 14 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%