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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 10 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 38,357.0 $9.2M 0.09% -4K -8.7% $240.95 +5.3%
182 MDLZ MONDELEZ INTL INC Consumer Defensive 158,878.0 $9.2M 0.09% +31K +24.4% $57.83 +10.5%
183 USB US BANCORP Financial Services 152,097.0 $9.2M 0.09% -3K -1.8% $60.40 +4.0%
184 VSH VISHAY INTERTECHNOLOGY INC Technology 170,404.0 $9.2M 0.09% -78K -31.3% $53.77 -40.5%
185 EMR EMERSON ELEC CO Industrials 63,827.0 $9.1M 0.09% +8K +13.9% $143.14 +10.3%
186 ACN ACCENTURE PLC IRELAND Technology 72,681.0 $9.0M 0.09% -3K -3.5% $124.42 +47.9%
187 ROST ROSS STORES INC Consumer Cyclical 42,302.0 $9.0M 0.09% -2K -4.9% $212.83 +11.4%
188 GM GENERAL MTRS CO Consumer Cyclical 115,930.0 $8.9M 0.09% -7K -6.0% $77.07 +10.8%
189 URI UNITED RENTALS INC Industrials 7,884.0 $8.9M 0.09% -543.0 -6.4% $1132.67 -1.5%
190 WMB WILLIAMS COS INC Energy 119,831.0 $8.9M 0.09% -2K -1.4% $74.34 -1.1%
191 CI THE CIGNA GROUP Healthcare 32,199.0 $8.9M 0.09% -1K -3.9% $275.63 +1.4%
192 DOC HEALTHPEAK PROPERTIES INC Real Estate 413,578.0 $8.8M 0.09% +2K +0.5% $21.40 -3.2%
193 ADP AUTOMATIC DATA PROCESSING IN Industrials 39,167.0 $8.8M 0.09% -961.0 -2.4% $223.94 +24.1%
194 CORPAY INC 26,318.0 $8.8M 0.09% -3K -9.8% $333.23
195 FNF FIDELITY NATL FINL INC Financial Services 185,847.0 $8.8M 0.09% -19K -9.5% $47.16 +3.4%
196 JCI JOHNSON CONTROLS INTERNATION Industrials 59,780.0 $8.7M 0.09% -1K -1.7% $146.10 +0.4%
197 NNN NNN REIT INC Real Estate 186,575.0 $8.7M 0.09% -7K -3.6% $46.52 -0.7%
198 EOG EOG RES INC Energy 66,876.0 $8.7M 0.09% -4K -5.1% $129.72 +15.4%
199 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 134,471.0 $8.7M 0.09% -1K -0.9% $64.44 +1.6%
200 INTU INTUIT Technology 33,204.0 $8.7M 0.09% -533.0 -1.6% $260.96 +39.0%
Page 10 of 109  ·  2,173 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%