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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 16 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BDC BELDEN INC Technology 32,546.0 $3.9M 0.04% -3K -9.1% $119.86 +2.2%
302 ODFL OLD DOMINION FREIGHT LINE IN Industrials 17,932.0 $3.9M 0.04% -339.0 -1.9% $216.60 -4.7%
303 AIG AMERICAN INTL GROUP INC Financial Services 51,951.0 $3.9M 0.04% -2K -3.0% $74.51 +2.2%
304 CBRE CBRE GROUP INC Real Estate 28,691.0 $3.9M 0.04% -484.0 -1.7% $134.68 +12.9%
305 SITM SITIME CORP Technology 5,150.0 $3.8M 0.04% -9K -64.7% $745.24 -17.5%
306 MHK MOHAWK INDS INC Consumer Cyclical 31,625.0 $3.8M 0.04% -11K -26.4% $121.30 +12.3%
307 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 43,650.0 $3.8M 0.04% -227.0 -0.5% $87.03 +7.9%
308 CNC CENTENE CORP DEL Healthcare 59,140.0 $3.8M 0.04% -2K -3.3% $64.17 +1.3%
309 KRG KITE REALTY GROUP TRUST Real Estate 133,298.0 $3.8M 0.04% -7K -5.3% $28.36 -7.8%
310 LEN LENNAR CORP Consumer Cyclical 41,579.0 $3.8M 0.04% -3K -6.2% $90.48 -3.8%
311 APA APA CORPORATION Energy 115,156.0 $3.8M 0.04% -70K -37.8% $32.56 +33.2%
312 VMC VULCAN MATLS CO Basic Materials 12,714.0 $3.8M 0.04% -420.0 -3.2% $294.95 -6.4%
313 BTU PEABODY ENGR CORP Energy 161,733.0 $3.7M 0.04% -53K -24.9% $23.11 +19.5%
314 PYPL PAYPAL HLDGS INC Financial Services 86,430.0 $3.7M 0.04% -7K -7.1% $43.18 +42.5%
315 WEC WEC ENERGY GROUP INC Utilities 31,915.0 $3.7M 0.04% -280.0 -0.9% $116.75 -9.2%
316 EVRG EVERGY INC Utilities 42,960.0 $3.7M 0.04% -3K -5.8% $86.41 -6.3%
317 MTH MERITAGE HOMES CORP Consumer Cyclical 44,050.0 $3.7M 0.04% -16K -26.6% $83.81 -14.5%
318 BIIB BIOGEN INC Healthcare 17,031.0 $3.7M 0.04% -156.0 -0.9% $216.02 +0.4%
319 A AGILENT TECHNOLOGIES INC Healthcare 27,690.0 $3.7M 0.04% -532.0 -1.9% $132.83 +19.7%
320 PRU PRUDENTIAL FINL INC Financial Services 34,000.0 $3.7M 0.04% -856.0 -2.5% $107.91 +12.3%
Page 16 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 34.4%
Financial Services 10.3%
Real Estate 10.1%
Consumer Cyclical 9.3%
Industrials 9.0%
Healthcare 8.7%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.3%