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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 35 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DECK DECKERS OUTDOOR CORP Consumer Cyclical 13,909.0 $1.4M 0.01% -665.0 -4.6% $99.29 -7.7%
682 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 15,560.0 $1.4M 0.01% -65K -80.8% $88.56 -36.6%
683 CALM CAL MAINE FOODS INC Consumer Defensive 17,007.0 $1.4M 0.01% -9K -33.4% $80.50 +2.9%
684 HAYW HAYWARD HLDGS INC Industrials 79,156.0 $1.4M 0.01% -36K -31.5% $17.30 -15.7%
685 AM ANTERO MIDSTREAM CORP Energy 59,884.0 $1.4M 0.01% -591.0 -1.0% $22.74 -2.7%
686 MMSI MERIT MED SYS INC Healthcare 19,646.0 $1.4M 0.01% -11K -34.9% $69.33 +30.9%
687 TRU TRANSUNION Industrials 18,891.0 $1.4M 0.01% -274.0 -1.4% $72.10 +17.4%
688 GL GLOBE LIFE INC Financial Services 7,608.0 $1.4M 0.01% -282.0 -3.6% $178.63 -4.2%
689 GNW GENWORTH FINL INC Financial Services 143,540.0 $1.4M 0.01% -77K -35.0% $9.46 +4.4%
690 KFY KORN FERRY Industrials 20,335.0 $1.4M 0.01% -10K -32.2% $66.54 +27.8%
691 LVS LAS VEGAS SANDS CORP Consumer Cyclical 29,216.0 $1.3M 0.01% -1K -3.8% $46.17 +1.9%
692 ZD ZIFF DAVIS INC Communication Services 25,735.0 $1.3M 0.01% -6K -18.8% $52.34 +7.1%
693 GEN GEN DIGITAL INC Technology 54,003.0 $1.3M 0.01% -1K -2.6% $24.89 +16.2%
694 TBBK BANCORP INC DEL Financial Services 21,391.0 $1.3M 0.01% -9K -28.8% $62.60 +7.3%
695 FIRST HAWAIIAN INC 45,596.0 $1.3M 0.01% -23K -33.4% $29.28
696 BHE BENCHMARK ELECTRS INC Technology 13,500.0 $1.3M 0.01% -6K -32.0% $98.59 -26.3%
697 MKTX MARKETAXESS HLDGS INC Financial Services 11,704.0 $1.3M 0.01% -7K -38.1% $113.47 +42.9%
698 ATEN A10 NETWORKS INC Technology 35,482.0 $1.3M 0.01% -13K -26.5% $37.31 -30.0%
699 NTNX NUTANIX INC Technology 25,986.0 $1.3M 0.01% -509.0 -1.9% $50.95 +32.8%
700 RNR RENAISSANCERE HLDGS LTD Financial Services 4,178.0 $1.3M 0.01% -378.0 -8.3% $316.90 +2.1%
Page 35 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%