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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 32 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HEI HEICO CORP NEW Industrials 4,474.0 $1.6M 0.02% -526.0 -10.5% $356.06 -0.3%
622 VICR VICOR CORP Technology 4,165.0 $1.6M 0.02% -9K -69.0% $379.59 -47.2%
623 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 44,700.0 $1.6M 0.02% -23K -33.7% $35.08 +1.4%
624 VIAV VIAVI SOLUTIONS INC Technology 32,848.0 $1.6M 0.02% -91K -73.4% $47.73 -18.5%
625 TXT TEXTRON INC Industrials 17,038.0 $1.6M 0.02% -502.0 -2.9% $91.68 -9.5%
626 ALB ALBEMARLE CORP Basic Materials 11,556.0 $1.6M 0.01% -126.0 -1.1% $134.99 +6.1%
627 MWA MUELLER WTR PRODS INC Industrials 60,433.0 $1.6M 0.01% -28K -31.9% $25.80 -3.3%
628 IIPR INNOVATIVE INDL PPTYS INC Real Estate 25,176.0 $1.6M 0.01% -4K -14.6% $61.88 -8.4%
629 CATY CATHAY GEN BANCORP Financial Services 25,121.0 $1.6M 0.01% -13K -33.4% $61.94 +0.6%
630 BRC BRADY CORP Industrials 16,981.0 $1.6M 0.01% -8K -31.4% $91.51 -0.2%
631 RRX REGAL REXNORD CORPORATION Industrials 6,523.0 $1.6M 0.01% -116.0 -1.8% $238.08 -30.2%
632 WT WISDOMTREE INC Financial Services 91,829.0 $1.6M 0.01% -17K -15.7% $16.91 +39.0%
633 SKYW SKYWEST INC Industrials 15,569.0 $1.5M 0.01% -7K -31.9% $99.30 +1.8%
634 LBRT LIBERTY ENERGY INC Energy 58,767.0 $1.5M 0.01% -29K -32.8% $26.17 -26.0%
635 VCTR VICTORY CAP HLDGS INC DEL Financial Services 18,295.0 $1.5M 0.01% -9K -33.5% $83.96 +37.7%
636 CRC CALIFORNIA RES CORP Energy 28,957.0 $1.5M 0.01% -14K -33.0% $52.84 +0.8%
637 TOL TOLL BROTHERS INC Consumer Cyclical 9,280.0 $1.5M 0.01% -318.0 -3.3% $164.66 -10.7%
638 CWEN CLEARWAY ENERGY INC Utilities 44,424.0 $1.5M 0.01% -2K -5.2% $34.15 -4.7%
639 GNL GLOBAL NET LEASE INC Real Estate 169,902.0 $1.5M 0.01% -40K -19.1% $8.93 +1.2%
640 KNTK KINETIK HOLDINGS INC Energy 31,376.0 $1.5M 0.01% -6K -15.9% $48.29 +12.9%
Page 32 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%