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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 20 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AIZ ASSURANT INC Financial Services 11,118.0 $3.0M 0.03% -871.0 -7.3% $268.39 +5.8%
382 NYT NEW YORK TIMES CO MTN BE Communication Services 42,624.0 $3.0M 0.03% -3K -7.5% $69.96 -6.1%
383 FDS FACTSET RESH SYS INC Financial Services 12,899.0 $3.0M 0.03% -1K -8.6% $230.02 +30.4%
384 DOV DOVER CORP Industrials 13,195.0 $3.0M 0.03% -482.0 -3.5% $224.25 -10.0%
385 ZTS ZOETIS INC Healthcare 41,077.0 $3.0M 0.03% -3K -6.0% $71.84 +8.2%
386 MKSI MKS INC. Technology 6,619.0 $2.9M 0.03% -47.0 -0.7% $444.78 -37.2%
387 SCI SERVICE CORP INTL Consumer Cyclical 38,759.0 $2.9M 0.03% -3K -8.0% $75.93 +9.7%
388 GDDY GODADDY INC Technology 34,590.0 $2.9M 0.03% -3K -7.8% $84.85 +14.4%
389 EIX EDISON INTL Utilities 39,403.0 $2.9M 0.03% -717.0 -1.8% $74.41 -3.8%
390 THG HANOVER INS GROUP INC Financial Services 13,622.0 $2.9M 0.03% -1K -8.8% $214.07 +4.2%
391 PENG PENGUIN SOLUTIONS INC Technology 38,318.0 $2.9M 0.03% -9K -19.5% $76.00 -30.8%
392 CFG CITIZENS FINL GROUP INC Financial Services 41,435.0 $2.9M 0.03% -1K -2.9% $70.06 -0.3%
393 TPR TAPESTRY INC Consumer Cyclical 19,797.0 $2.9M 0.03% -604.0 -3.0% $146.34 -11.0%
394 SWKS SKYWORKS SOLUTIONS INC Technology 42,473.0 $2.9M 0.03% -3K -7.2% $67.78 -1.0%
395 INGERSOLL RAND INC 34,893.0 $2.9M 0.03% -1K -2.8% $81.96
396 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 44,571.0 $2.9M 0.03% -767.0 -1.7% $63.99 +16.9%
397 PNW PINNACLE WEST CAP CORP Utilities 26,404.0 $2.8M 0.03% -2K -6.2% $106.95 -9.0%
398 CNP CENTERPOINT ENERGY INC Utilities 64,097.0 $2.8M 0.03% -716.0 -1.1% $44.03 -11.9%
399 GNTX GENTEX CORP Consumer Cyclical 111,207.0 $2.8M 0.03% -10K -8.3% $25.26 -6.4%
400 CINF CINCINNATI FINL CORP Financial Services 15,157.0 $2.8M 0.03% -384.0 -2.5% $185.13 -9.1%
Page 20 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%