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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 18 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,884.0 $3.4M 0.03% -101.0 -1.7% $576.65 -7.2%
342 ENVA ENOVA INTL INC Financial Services 13,970.0 $3.4M 0.03% -4K -24.1% $240.66 +0.9%
343 Q QNITY ELECTRONICS INC Technology 20,512.0 $3.3M 0.03% -239.0 -1.1% $163.27 -21.1%
344 ROP ROPER TECHNOLOGIES INC Industrials 9,888.0 $3.3M 0.03% -830.0 -7.7% $338.39 +21.7%
345 ALKS ALKERMES PLC Healthcare 63,841.0 $3.3M 0.03% -29K -31.4% $52.36 -7.7%
346 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 38,639.0 $3.3M 0.03% -3K -7.5% $86.05 +17.3%
347 ACGL ARCH CAP GROUP LTD Financial Services 34,096.0 $3.3M 0.03% -2K -5.2% $97.05 +2.4%
348 OMC OMNICOM GROUP INC Communication Services 45,373.0 $3.3M 0.03% -6K -11.1% $72.80 +20.3%
349 ECG EVERUS CONSTR GROUP Industrials 19,751.0 $3.3M 0.03% -9K -31.7% $165.92 -24.1%
350 EQT EQT CORP Energy 61,286.0 $3.3M 0.03% -493.0 -0.8% $53.16 +1.1%
351 SLG SL GREEN RLTY CORP Real Estate 62,839.0 $3.2M 0.03% -13K -16.8% $51.72 +11.1%
352 APLE APPLE HOSPITALITY REIT INC Real Estate 192,937.0 $3.2M 0.03% -42K -18.0% $16.79 -0.7%
353 LGND LIGAND PHARMACEUTICALS INC Healthcare 10,233.0 $3.2M 0.03% -3K -25.0% $315.94 -9.4%
354 CUZ COUSINS PPTYS INC Real Estate 107,343.0 $3.2M 0.03% -2K -1.6% $29.96 -0.9%
355 ACLS AXCELIS TECHNOLOGIES INC Technology 16,950.0 $3.2M 0.03% -6K -24.9% $189.38 -32.9%
356 HSY HERSHEY CO Consumer Defensive 18,282.0 $3.2M 0.03% -606.0 -3.2% $175.42 +6.3%
357 MLI MUELLER INDS INC Industrials 26,044.0 $3.2M 0.03% -5K -16.1% $122.87 -48.5%
358 COIN COINBASE GLOBAL INC Financial Services 21,794.0 $3.2M 0.03% -663.0 -3.0% $146.19 +27.6%
359 IQVIA HLDGS INC 16,354.0 $3.2M 0.03% -661.0 -3.9% $193.16
360 NTRS NORTHERN TR CORP Financial Services 18,132.0 $3.2M 0.03% -633.0 -3.4% $173.84 +5.8%
Page 18 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%