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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 24 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FSLR FIRST SOLAR INC Energy 10,529.0 $2.5M 0.03% -175.0 -1.6% $235.92 -9.2%
462 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 48,909.0 $2.5M 0.03% -27K -35.5% $50.52 -3.0%
463 KHC KRAFT HEINZ CO Consumer Defensive 104,636.0 $2.5M 0.03% -3K -3.0% $23.61 +8.4%
464 AKR ACADIA RLTY TR Real Estate 117,947.0 $2.5M 0.02% -21K -15.0% $20.89 +0.8%
465 LUV SOUTHWEST AIRLS CO Industrials 47,891.0 $2.5M 0.02% -3K -6.7% $51.41 -21.5%
466 QRVO QORVO INC Technology 26,376.0 $2.5M 0.02% -16K -38.4% $93.27 +2.5%
467 INGRAM MICRO HLDG CORP 89,572.0 $2.5M 0.02% -9K -9.4% $27.42
468 MC MOELIS & CO Financial Services 37,281.0 $2.4M 0.02% -13K -26.1% $65.40 +4.4%
469 SANM SANMINA CORP Technology 9,599.0 $2.4M 0.02% -21K -68.5% $252.94 -25.3%
470 FE FIRSTENERGY CORP Utilities 51,008.0 $2.4M 0.02% -702.0 -1.4% $47.52 -3.3%
471 ENPH ENPHASE ENERGY INC Energy 49,203.0 $2.4M 0.02% -23K -32.0% $49.22 -21.6%
472 IP INTERNATIONAL PAPER CO Consumer Cyclical 63,514.0 $2.4M 0.02% -2K -3.2% $38.09 +8.9%
473 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 9,255.0 $2.4M 0.02% -239.0 -2.5% $261.26 +30.9%
474 TROW PRICE T ROWE GROUP INC Financial Services 20,995.0 $2.4M 0.02% -823.0 -3.8% $113.65 -1.9%
475 SMURFIT WESTROCK PLC 51,388.0 $2.4M 0.02% -687.0 -1.3% $46.26
476 UCTT ULTRA CLEAN HLDGS INC Technology 16,640.0 $2.4M 0.02% -8K -33.7% $142.55 -46.4%
477 EAT BRINKER INTL INC Consumer Cyclical 14,124.0 $2.4M 0.02% -8K -37.6% $167.94 +46.5%
478 FCPT FOUR CORNERS PPTY TR INC Real Estate 96,445.0 $2.4M 0.02% -15K -13.7% $24.53 +2.8%
479 EHC ENCOMPASS HEALTH CORP Healthcare 23,320.0 $2.4M 0.02% -2K -7.7% $101.03 +19.1%
480 LNG CHENIERE ENERGY INC Energy 9,842.0 $2.4M 0.02% -1K -10.5% $238.98 +16.1%
Page 24 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%