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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 13 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ORI OLD REP INTL CORP Financial Services 171,898.0 $7.0M 0.07% -18K -9.6% $40.91 +2.4%
242 CRH PLC 65,471.0 $7.0M 0.07% -1K -1.8% $106.99
243 OSK OSHKOSH CORP Industrials 45,476.0 $7.0M 0.07% -5K -9.6% $153.44 -2.3%
244 HONEYWELL AEROSPACE INC 31,506.0 $7.0M 0.07% NEW $221.07
245 NXPI NXP SEMICONDUCTORS N V Technology 24,738.0 $7.0M 0.07% $281.03 -19.6%
246 ITW ILLINOIS TOOL WKS INC Industrials 25,653.0 $6.9M 0.07% -622.0 -2.4% $270.46 +5.1%
247 NSC NORFOLK SOUTHN CORP Industrials 22,006.0 $6.9M 0.07% -220.0 -1.0% $314.55 +9.9%
248 ECL ECOLAB INC Basic Materials 24,819.0 $6.9M 0.07% -430.0 -1.7% $278.58 +2.5%
249 RL RALPH LAUREN CORP Consumer Cyclical 17,209.0 $6.9M 0.07% -2K -8.9% $401.36 -5.8%
250 CAH CARDINAL HEALTH INC Healthcare 28,976.0 $6.9M 0.07% -1K -4.6% $237.54 -1.1%
251 DASH DOORDASH INC Communication Services 37,079.0 $6.8M 0.07% $184.52 +19.3%
252 FIX COMFORT SYS USA INC Industrials 3,444.0 $6.8M 0.07% -82.0 -2.3% $1981.71 -14.4%
253 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 55,410.0 $6.8M 0.07% -1K -2.3% $123.10 +27.7%
254 SLB SLB LIMITED Energy 146,488.0 $6.8M 0.07% -2K -1.4% $46.49 +15.2%
255 CIEN CIENA CORP Technology 13,855.0 $6.8M 0.07% -95.0 -0.7% $490.51 -18.6%
256 AHR AMERICAN HEALTHCARE REIT INC Real Estate 130,152.0 $6.8M 0.07% +31K +31.5% $52.14 +5.9%
257 CPT CAMDEN PPTY TR Real Estate 59,011.0 $6.8M 0.07% -4K -5.8% $114.47 -5.3%
258 IDA IDACORP INC Utilities 44,635.0 $6.8M 0.07% -5K -9.3% $151.27 -6.9%
259 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 69,954.0 $6.7M 0.07% -558.0 -0.8% $96.11 -50.6%
260 CENCORA INC 23,635.0 $6.7M 0.07% -703.0 -2.9% $282.93
Page 13 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%