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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 6 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VNT VONTIER CORPORATION Technology 370,261.0 $10.7M 0.11% -42K -10.1% $29.00 +10.5%
102 REGN REGENERON PHARMACEUTICALS Healthcare 17,215.0 $10.7M 0.11% -1K -5.9% $623.53 +29.9%
103 GD GENERAL DYNAMICS CORP Industrials 30,290.0 $10.7M 0.11% -974.0 -3.1% $354.18 +11.1%
104 MPC MARATHON PETE CORP Energy 41,663.0 $10.7M 0.11% -3K -7.1% $255.65 +43.2%
105 SYK STRYKER CORPORATION Healthcare 33,806.0 $10.6M 0.11% -229.0 -0.7% $314.83 +5.3%
106 TT TRANE TECHNOLOGIES PLC Industrials 21,660.0 $10.6M 0.11% -408.0 -1.9% $491.14 -5.7%
107 INVH INVITATION HOMES INC Real Estate 349,200.0 $10.5M 0.10% -10K -2.7% $30.20 -1.6%
108 HWM HOWMET AEROSPACE INC Industrials 39,203.0 $10.5M 0.10% -662.0 -1.7% $268.86 +8.8%
109 ADBE ADOBE INC Technology 51,156.0 $10.5M 0.10% -3K -5.6% $205.00 +28.4%
110 MRSH MARSH & MCLENNAN COS INC Financial Services 62,523.0 $10.4M 0.10% -3K -4.9% $166.64 +11.8%
111 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 26,734.0 $10.3M 0.10% -1K -5.2% $386.66 +3.0%
112 AJG GALLAGHER ARTHUR J & CO Financial Services 44,742.0 $10.3M 0.10% -3K -5.5% $229.54 +8.2%
113 ON ON SEMICONDUCTOR CORP Technology 108,160.0 $10.2M 0.10% -25K -18.7% $94.54 -16.0%
114 KIM KIMCO REALTY CORP Real Estate 395,943.0 $10.0M 0.10% -2K -0.5% $25.35 -4.4%
115 NOW SERVICENOW INC Technology 101,049.0 $10.0M 0.10% -896.0 -0.9% $99.28 +20.4%
116 CTAS CINTAS CORP Industrials 58,859.0 $10.0M 0.10% -4K -6.0% $170.07 +17.3%
117 AMKR AMKOR TECHNOLOGY INC Technology 115,546.0 $10.0M 0.10% -11K -8.9% $86.22 -36.4%
118 UPS UNITED PARCEL SVCS INC Industrials 91,525.0 $9.8M 0.10% -3K -2.8% $107.49 -5.2%
119 NEM NEWMONT CORP Basic Materials 104,600.0 $9.8M 0.10% -3K -2.9% $93.39 +24.2%
120 BK BANK OF NY MELLON CORP Financial Services 67,253.0 $9.7M 0.10% -2K -3.1% $144.60 -1.9%
Page 6 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%