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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 11 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AON AON PLC Financial Services 26,027.0 $8.6M 0.09% -1K -3.8% $331.66 +5.1%
202 MSI MOTOROLA SOLUTIONS INC Technology 20,739.0 $8.6M 0.09% -792.0 -3.7% $415.26 +15.8%
203 MPWR MONOLITHIC PWR SYS INC Technology 6,201.0 $8.6M 0.09% +1K +20.0% $1382.20 -5.9%
204 BX BLACKSTONE INC Financial Services 72,789.0 $8.6M 0.09% -1K -1.5% $117.67 +23.3%
205 REGCO REGENCY CTRS CORP Real Estate 107,124.0 $8.5M 0.09% +1K +1.4% $79.72 -72.6%
206 OHI OMEGA HEALTHCARE INVS INC Real Estate 177,840.0 $8.5M 0.08% +2K +1.3% $47.68 -1.6%
207 FDX FEDEX CORP Industrials 27,067.0 $8.5M 0.08% -626.0 -2.3% $313.11 +4.9%
208 GRMN GARMIN LTD Technology 34,851.0 $8.3M 0.08% -2K -6.3% $237.53 +24.5%
209 MMM 3M CO Industrials 51,104.0 $8.3M 0.08% -2K -3.2% $161.91 +11.6%
210 WM WASTE MGMT INC DEL Industrials 36,200.0 $8.1M 0.08% -734.0 -2.0% $222.87 +1.0%
211 AZO AUTOZONE INC Consumer Cyclical 2,510.0 $8.0M 0.08% -156.0 -5.8% $3195.62 -3.7%
212 LAMR LAMAR ADVERTISING CO Real Estate 51,108.0 $8.0M 0.08% $155.96 -1.3%
213 MAR MARRIOTT INTL INC NEW Consumer Cyclical 21,445.0 $7.9M 0.08% -708.0 -3.2% $370.58 -2.9%
214 PRI PRIMERICA INC Financial Services 27,822.0 $7.9M 0.08% -3K -9.8% $284.16 +5.9%
215 ARW ARROW ELECTRS INC Technology 36,829.0 $7.9M 0.08% -4K -9.4% $213.39 -3.7%
216 CME CME GROUP INC Financial Services 35,505.0 $7.8M 0.08% -238.0 -0.7% $220.81 +20.9%
217 HOOD ROBINHOOD MKTS INC Financial Services 77,522.0 $7.8M 0.08% +607.0 +0.8% $100.27 -4.5%
218 SRE SEMPRA Utilities 83,733.0 $7.8M 0.08% -3K -3.3% $92.70 -7.7%
219 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 24,439.0 $7.8M 0.08% -860.0 -3.4% $317.53 -5.3%
220 SHW SHERWIN WILLIAMS CO Basic Materials 22,475.0 $7.7M 0.08% -402.0 -1.8% $344.29 +2.7%
Page 11 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%