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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 3 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TJX TJX COS INC NEW Consumer Cyclical 153,083.0 $23.2M 0.23% -8K -4.8% $151.49 -4.6%
42 AMGN AMGEN INC Healthcare 62,806.0 $22.7M 0.23% -2K -2.4% $362.10 +22.2%
43 AXP AMERICAN EXPRESS CO Financial Services 66,462.0 $22.5M 0.22% -3K -4.5% $338.24 +0.5%
44 PEP PEPSICO INC Consumer Defensive 165,331.0 $22.4M 0.22% -6K -3.5% $135.40 +5.3%
45 CW CURTISS WRIGHT CORP Industrials 27,841.0 $21.1M 0.21% -3K -9.4% $757.73 -11.1%
46 ABT ABBOTT LABORATORIES Healthcare 217,278.0 $19.7M 0.20% -7K -3.0% $90.74 +26.1%
47 GILD GILEAD SCIENCES INC Healthcare 155,936.0 $19.7M 0.20% -5K -3.0% $126.33 +16.8%
48 GLW CORNING INC Technology 76,737.0 $19.6M 0.20% -749.0 -1.0% $255.42 -40.3%
49 MO ALTRIA GROUP INC Consumer Defensive 270,980.0 $19.5M 0.19% -15K -5.3% $71.95 -8.2%
50 T AT&T INC Communication Services 931,476.0 $19.3M 0.19% -53K -5.4% $20.70 +21.4%
51 MCD MCDONALDS CORP Consumer Cyclical 69,617.0 $18.8M 0.19% -1K -2.0% $270.31 -1.1%
52 TMO THERMO FISHER SCIENTIFIC INC Healthcare 36,412.0 $18.3M 0.18% -829.0 -2.2% $501.35 +22.4%
53 COF CAPITAL ONE FINL CORP Financial Services 89,651.0 $18.0M 0.18% -5K -5.7% $200.61 +10.0%
54 NEE NEXTERA ENERGY INC Utilities 204,324.0 $17.9M 0.18% -3K -1.2% $87.77 -2.1%
55 ANET ARISTA NETWORKS INC Technology 101,171.0 $17.2M 0.17% -745.0 -0.7% $169.87 +9.8%
56 GHC GRAHAM HLDGS CO Consumer Defensive 14,652.0 $16.7M 0.17% -2K -9.9% $1141.28 +2.8%
57 DIS DISNEY WALT CO Communication Services 170,146.0 $16.4M 0.16% -7K -4.1% $96.25 +11.1%
58 PFE PFIZER INC Healthcare 676,905.0 $16.3M 0.16% -20K -2.9% $24.08 +17.3%
59 ETN EATON CORP PLC Industrials 38,047.0 $16.2M 0.16% -563.0 -1.5% $426.10 -0.3%
60 CVS CVS HEALTH CORP Healthcare 155,437.0 $16.1M 0.16% -5K -2.8% $103.44 -9.5%
Page 3 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 33.5%
Financial Services 10.2%
Real Estate 9.9%
Consumer Cyclical 9.1%
Industrials 8.8%
Healthcare 8.5%
Communication Services 8.4%
Consumer Defensive 4.3%
Energy 3.2%
Utilities 2.2%