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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 27 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KEY KEYCORP Financial Services 90,299.0 $2.1M 0.02% -2K -2.2% $23.05 -5.1%
522 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 19,261.0 $2.1M 0.02% -768.0 -3.8% $107.73 +2.8%
523 PKG PACKAGING CORP AMER Consumer Cyclical 8,676.0 $2.1M 0.02% -237.0 -2.7% $238.24 +6.1%
524 BR BROADRIDGE FINL SOLUTIONS IN Technology 14,932.0 $2.0M 0.02% -683.0 -4.4% $136.89 +33.1%
525 BCPC BALCHEM CORP Basic Materials 12,079.0 $2.0M 0.02% -6K -32.9% $168.89 +7.3%
526 PRIM PRIMORIS SVCS CORP Industrials 20,546.0 $2.0M 0.02% -10K -31.9% $99.09 -22.1%
527 WSC WILLSCOT HLDGS CORP Industrials 70,481.0 $2.0M 0.02% -33K -31.9% $28.84 -23.2%
528 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 67,075.0 $2.0M 0.02% -37K -35.5% $30.18 -1.4%
529 STE STERIS PLC Healthcare 9,610.0 $2.0M 0.02% -131.0 -1.3% $210.51 +13.0%
530 BSY BENTLEY SYS INC Technology 66,994.0 $2.0M 0.02% -340.0 -0.5% $29.87 +24.1%
531 EXEL EXELIXIS INC Healthcare 36,768.0 $2.0M 0.02% -2K -5.0% $54.40 -0.6%
532 CWST CASELLA WASTE SYS INC Industrials 20,623.0 $2.0M 0.02% -11K -35.2% $96.93 -5.1%
533 LULU LULULEMON ATHLETICA INC Consumer Cyclical 17,464.0 $2.0M 0.02% -1K -7.3% $114.12 +6.1%
534 BUNGE GLOBAL SA 18,677.0 $2.0M 0.02% -760.0 -3.9% $106.71
535 RBC RBC BEARINGS INC Industrials 3,091.0 $2.0M 0.02% -39.0 -1.2% $643.80 -21.5%
536 PJT PJT PARTNERS INC Financial Services 13,138.0 $2.0M 0.02% -4K -22.8% $150.86 +16.0%
537 LNC LINCOLN NATL CORP IND Financial Services 56,043.0 $2.0M 0.02% -30K -34.9% $35.35 +19.2%
538 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 25,015.0 $2.0M 0.02% -226.0 -0.9% $79.19 +6.4%
539 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 16,010.0 $2.0M 0.02% -8K -32.2% $123.24 +9.2%
540 FIS FIDELITY NATL INFORMATION SV Technology 50,645.0 $2.0M 0.02% -822.0 -1.6% $38.88 +6.3%
Page 27 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%