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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 23 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 UE URBAN EDGE PPTYS Real Estate 111,889.0 $2.6M 0.03% -22K -16.4% $22.86 -6.3%
442 LEIDOS HOLDINGS INC 24,851.0 $2.6M 0.03% -2K -6.9% $102.93
443 HII HUNTINGTON INGALLS INDS INC Industrials 9,140.0 $2.6M 0.03% -183.0 -2.0% $279.76 +6.6%
444 DXCM DEXCOM INC Healthcare 37,809.0 $2.5M 0.03% -968.0 -2.5% $67.34 +37.1%
445 KRC KILROY REALTY CORP Real Estate 67,993.0 $2.5M 0.03% -803.0 -1.2% $37.45 -2.3%
446 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 30,497.0 $2.5M 0.03% -15K -32.3% $83.45 +9.7%
447 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,981.0 $2.5M 0.03% -57.0 -2.8% $1277.13 +9.2%
448 JKHY HENRY JACK & ASSOC INC Technology 18,374.0 $2.5M 0.03% -2K -8.1% $137.64 +20.7%
449 RF REGIONS FINANCIAL CORP NEW Financial Services 83,616.0 $2.5M 0.03% -3K -4.0% $30.20 +0.7%
450 STRL STERLING INFRASTRUCTURE INC Industrials 3,007.0 $2.5M 0.03% -63.0 -2.0% $839.04 -38.4%
451 AWK AMERICAN WTR WKS CO INC NEW Utilities 19,134.0 $2.5M 0.03% -195.0 -1.0% $131.55 +2.9%
452 MTZ MASTEC INC Industrials 6,038.0 $2.5M 0.03% -40.0 -0.7% $416.03 -36.0%
453 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 47,669.0 $2.5M 0.03% -3K -5.7% $52.63 +28.3%
454 SYF SYNCHRONY FINANCIAL Financial Services 32,958.0 $2.5M 0.03% -3K -7.5% $76.04 +4.5%
455 GGG GRACO INC Industrials 32,932.0 $2.5M 0.03% -2K -6.4% $75.58 +6.7%
456 CBOE CBOE GLOBAL MKTS INC Financial Services 10,255.0 $2.5M 0.03% -183.0 -1.8% $242.61 +24.0%
457 JBT MAREL CORPORATION 17,147.0 $2.5M 0.03% -9K -35.2% $144.98
458 WST WEST PHARMACEUTICAL SVSC INC Healthcare 6,923.0 $2.5M 0.03% -252.0 -3.5% $358.95 -1.6%
459 FSLR FIRST SOLAR INC Energy 10,529.0 $2.5M 0.03% -175.0 -1.6% $235.92 -9.2%
460 WWD WOODWARD INC Industrials 5,839.0 $2.5M 0.03% -34.0 -0.6% $425.42 -19.3%
Page 23 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%