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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 17 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AEE AMEREN CORP Utilities 32,290.0 $3.6M 0.04% -305.0 -0.9% $113.01 -6.1%
322 WRB BERKLEY W R CORP Financial Services 51,632.0 $3.6M 0.04% -4K -6.6% $70.52 -2.7%
323 EME EMCOR GROUP INC Industrials 4,355.0 $3.6M 0.04% -112.0 -2.5% $829.85 -6.4%
324 KVUE KENVUE INC Consumer Defensive 188,125.0 $3.6M 0.04% -3K -1.7% $19.11 -0.3%
325 HIG HARTFORD INSURANCE GROUP INC Financial Services 26,860.0 $3.6M 0.04% -883.0 -3.2% $132.50 +2.7%
326 WFRD WEATHERFORD INTL PLC Energy 43,411.0 $3.5M 0.04% -4K -8.5% $81.45 +11.1%
327 MRCY MERCURY SYS INC Industrials 28,859.0 $3.5M 0.04% -10K -24.9% $122.25 -25.3%
328 KLIC KULICKE & SOFFA INDS INC Technology 26,231.0 $3.5M 0.04% -9K -26.2% $133.73 -35.9%
329 MKL MARKEL GROUP INC Financial Services 1,790.0 $3.5M 0.04% -210.0 -10.5% $1952.51 -8.0%
330 CORT CORCEPT THERAPEUTICS INC Healthcare 40,107.0 $3.5M 0.04% -16K -28.8% $86.92 +40.7%
331 AROC ARCHROCK INC Energy 85,452.0 $3.5M 0.04% -32K -27.0% $40.69 -21.8%
332 LEA LEAR CORP Consumer Cyclical 25,863.0 $3.5M 0.03% -2K -8.3% $134.01 -4.1%
333 ACIW ACI WORLDWIDE INC Technology 68,817.0 $3.5M 0.03% -23K -24.7% $50.26 +3.2%
334 OXY OCCIDENTAL PETE CORP Energy 71,143.0 $3.5M 0.03% -635.0 -0.9% $48.56 +26.2%
335 NDAQ NASDAQ INC Financial Services 43,776.0 $3.5M 0.03% -762.0 -1.7% $78.81 +24.6%
336 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 28,084.0 $3.4M 0.03% -10K -26.3% $122.56 +25.9%
337 TGTX TG THERAPEUTICS INC Healthcare 62,402.0 $3.4M 0.03% -26K -29.2% $54.92 -1.2%
338 KMX CARMAX INC Consumer Cyclical 64,627.0 $3.4M 0.03% -30K -31.9% $52.87 +17.5%
339 MTB M & T BK CORP Financial Services 14,349.0 $3.4M 0.03% -891.0 -5.8% $238.00 +1.0%
340 OTIS OTIS WORLDWIDE CORP Industrials 47,496.0 $3.4M 0.03% -2K -4.6% $71.56 -0.1%
Page 17 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%