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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 19 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LH LABCORP HOLDINGS INC Healthcare 11,237.0 $3.1M 0.03% -561.0 -4.8% $279.88 +20.2%
362 KEX KIRBY CORP Industrials 23,136.0 $3.1M 0.03% -2K -8.9% $135.94 +2.9%
363 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 86,759.0 $3.1M 0.03% -10K -10.3% $36.25 -1.6%
364 CPRT COPART INC Industrials 110,689.0 $3.1M 0.03% -4K -3.6% $28.18 +20.0%
365 PAYX PAYCHEX INC Industrials 31,596.0 $3.1M 0.03% -273.0 -0.9% $98.30 +26.6%
366 DTE DTE ENERGY CO Utilities 20,383.0 $3.1M 0.03% -176.0 -0.9% $152.33 -11.2%
367 WDAY WORKDAY INC Technology 25,329.0 $3.1M 0.03% -2K -7.7% $122.39 +63.4%
368 VIRT VIRTU FINL INC Financial Services 51,878.0 $3.1M 0.03% -16K -23.7% $59.54 +14.1%
369 CHRD CHORD ENERGY CORPORATION Energy 26,990.0 $3.1M 0.03% -3K -9.0% $114.26 +29.4%
370 TWLO TWILIO INC Communication Services 14,871.0 $3.1M 0.03% -109.0 -0.7% $206.31 +9.2%
371 ALGN ALIGN TECHNOLOGY INC Healthcare 18,158.0 $3.1M 0.03% -2K -7.8% $168.58 -3.6%
372 NPO ENPRO INC Industrials 8,104.0 $3.1M 0.03% -4K -31.8% $376.73 -17.0%
373 STLD STEEL DYNAMICS INC Basic Materials 13,283.0 $3.0M 0.03% -435.0 -3.2% $229.39 -0.3%
374 LSCC LATTICE SEMICONDUCTOR CORP Technology 19,904.0 $3.0M 0.03% -229.0 -1.1% $152.93 -23.0%
375 COKE COCA COLA CONS INC Consumer Defensive 15,926.0 $3.0M 0.03% -1K -7.8% $190.88 -0.9%
376 SMITHFIELD FOODS INC 125,256.0 $3.0M 0.03% -15K -10.5% $24.25
377 ESAB ESAB CORPORATION Industrials 30,660.0 $3.0M 0.03% -3K -8.9% $98.60 -17.4%
378 PLXS PLEXUS CORP Technology 10,052.0 $3.0M 0.03% -5K -32.9% $300.54 -20.1%
379 CRS CARPENTER TECHNOLOGY CORP Industrials 4,869.0 $3.0M 0.03% -31.0 -0.6% $616.76 -20.2%
380 MYRG MYR GROUP INC Industrials 5,968.0 $3.0M 0.03% -3K -31.8% $500.34 -37.9%
Page 19 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%