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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 12 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VRSN VERISIGN INC Technology 30,573.0 $7.7M 0.08% -3K -8.1% $251.50 +8.6%
222 NEU NEWMARKET CORP Basic Materials 9,696.0 $7.7M 0.08% -888.0 -8.4% $791.05 +17.7%
223 TMUS T-MOBILE US INC Communication Services 45,596.0 $7.6M 0.08% -2K -4.8% $167.71 +8.7%
224 CRUS CIRRUS LOGIC INC Technology 51,459.0 $7.6M 0.08% -5K -9.3% $148.49 -20.5%
225 UDR UDR INC Real Estate 190,784.0 $7.6M 0.08% -2K -1.2% $39.91 -6.0%
226 VLO VALERO ENERGY CORP Energy 29,094.0 $7.6M 0.07% -1K -3.6% $260.43 +33.0%
227 COHR COHERENT CORP Technology 19,169.0 $7.6M 0.07% +4K +22.9% $394.44 -27.1%
228 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 81,199.0 $7.5M 0.07% -3K -3.4% $92.08 -1.0%
229 TER TERADYNE INC Technology 15,339.0 $7.4M 0.07% -159.0 -1.0% $483.80 -21.5%
230 NFG NATIONAL FUEL GAS CO Energy 95,776.0 $7.4M 0.07% -10K -9.4% $77.19 +8.3%
231 LHX L3HARRIS TECHNOLOGIES INC Industrials 25,412.0 $7.4M 0.07% -1K -4.3% $290.57 -4.6%
232 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 22,306.0 $7.4M 0.07% -754.0 -3.3% $330.45 +1.3%
233 TGT TARGET CORP Consumer Defensive 56,145.0 $7.3M 0.07% -2K -4.1% $130.59 +21.8%
234 SUI SUN CMNTYS INC Real Estate 60,896.0 $7.3M 0.07% +315.0 +0.5% $119.89 +1.8%
235 TDG TRANSDIGM GROUP INC Industrials 5,481.0 $7.3M 0.07% -94.0 -1.7% $1331.87 -8.2%
236 AEP AMERICAN ELEC PWR CO INC Utilities 53,312.0 $7.3M 0.07% +374.0 +0.7% $136.80 -7.7%
237 TRGP TARGA RES CORP Energy 27,006.0 $7.2M 0.07% -1K -3.9% $268.09 +10.8%
238 AME AMETEK INC Industrials 29,841.0 $7.2M 0.07% +3K +13.2% $241.92 +0.5%
239 NOC NORTHROP GRUMMAN CORP Industrials 14,076.0 $7.2M 0.07% -342.0 -2.4% $509.24 +14.5%
240 HONEYWELL INTL INC 31,506.0 $7.1M 0.07% NEW $223.89
Page 12 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%