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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 5 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLPI GAMING & LEISURE P Real Estate 296,645.0 $13.2M 0.13% -15K -4.8% $44.52 -3.6%
82 HPE HEWLETT PACKARD ENTERPRISE C Technology 286,576.0 $12.9M 0.13% -19K -6.1% $45.10 +17.8%
83 LMT LOCKHEED MARTIN CORP Industrials 24,842.0 $12.7M 0.13% -1K -4.0% $509.42 +15.7%
84 MDT MEDTRONIC PLC Healthcare 161,585.0 $12.6M 0.13% -6K -3.4% $78.23 +20.3%
85 CRM SALESFORCE INC Technology 80,154.0 $12.6M 0.12% -14K -15.0% $156.65 +31.6%
86 PGR PROGRESSIVE CORP Financial Services 57,254.0 $12.5M 0.12% -645.0 -1.1% $218.45 -0.5%
87 DELL DELL TECHNOLOGIES INC Technology 28,344.0 $12.2M 0.12% -2K -5.9% $431.45 +1.4%
88 OGE OGE ENERGY CORP Utilities 248,870.0 $12.1M 0.12% -27K -9.7% $48.66 -3.5%
89 SPGI S&P GLOBAL INC Financial Services 29,708.0 $12.1M 0.12% -1K -3.6% $407.23 +4.8%
90 PH PARKER-HANNIFIN CORP Industrials 12,355.0 $12.1M 0.12% -222.0 -1.8% $978.07 +4.6%
91 CB CHUBB LIMITED Financial Services 35,343.0 $12.0M 0.12% -1K -2.9% $340.72 +0.1%
92 SNX TD SYNNEX CORPORATION Technology 44,008.0 $11.8M 0.12% -4K -9.3% $267.31 -5.8%
93 DHR DANAHER CORP DEL Healthcare 61,720.0 $11.8M 0.12% -780.0 -1.2% $190.47 +11.0%
94 JBL JABIL INC Technology 30,268.0 $11.7M 0.12% -3K -8.0% $385.46 -16.3%
95 CSX CSX CORP Industrials 243,324.0 $11.6M 0.12% -10K -4.0% $47.53 +6.6%
96 AXS AXIS CAP HLDGS LTD Financial Services 105,576.0 $11.3M 0.11% -12K -10.5% $107.44 -8.3%
97 MCK MCKESSON CORP Healthcare 14,885.0 $11.2M 0.11% -836.0 -5.3% $755.53 +13.0%
98 SBAC SBA COMMUNICATIONS CORP Real Estate 62,980.0 $11.1M 0.11% -665.0 -1.0% $176.44 +3.4%
99 TKR TIMKEN CO Industrials 75,164.0 $10.9M 0.11% -8K -9.4% $145.30 -13.5%
100 SPY STATE STR SPDR S&P 500 ETF T Financial Services 14,564.0 $10.9M 0.11% -2K -12.0% $746.70 +3.0%
Page 5 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%