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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.8B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2081 New
Page 14 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IDA IDACORP INC Utilities 49,591.0 $6.6M 0.07% NEW $132.12 +7.2%
262 APD AIR PRODS & CHEMS INC Basic Materials 23,770.0 $6.5M 0.07% NEW $272.70 +6.4%
263 TFC TRUIST FINL CORP Financial Services 140,933.0 $6.4M 0.07% NEW $45.72 +5.0%
264 SANM SANMINA CORPORATION Technology 55,803.0 $6.4M 0.07% NEW $115.08 +100.9%
265 AEP AMERICAN ELEC PWR CO INC Utilities 57,063.0 $6.4M 0.07% NEW $112.49 +15.2%
266 LAMR LAMAR ADVERTISING CO NEW Real Estate 52,399.0 $6.4M 0.07% NEW $122.39 +24.7%
267 LECO LINCOLN ELEC HLDGS INC Industrials 27,051.0 $6.4M 0.07% NEW $235.78 +10.3%
268 QIAGEN NV 142,186.0 $6.4M 0.07% NEW $44.67
269 UHS UNIVERSAL HLTH SVCS INC Healthcare 31,026.0 $6.3M 0.07% NEW $204.41 -19.6%
270 NVR NVR INC Consumer Cyclical 789.0 $6.3M 0.07% NEW $8032.95 -24.7%
271 L LOEWS CORP Financial Services 63,077.0 $6.3M 0.07% NEW $100.37 +8.8%
272 MAR MARRIOTT INTL INC NEW Consumer Cyclical 24,158.0 $6.3M 0.06% NEW $260.41 +42.3%
273 TKR TIMKEN CO Industrials 83,453.0 $6.3M 0.06% NEW $75.16 +55.9%
274 MSCI MSCI INC Financial Services 11,033.0 $6.3M 0.06% NEW $567.30 +2.7%
275 CMI CUMMINS INC Industrials 14,801.0 $6.3M 0.06% NEW $422.34 +51.2%
276 IT GARTNER INC Technology 23,552.0 $6.2M 0.06% NEW $262.82 -40.2%
277 BKR BAKER HUGHES COMPANY Energy 126,792.0 $6.2M 0.06% NEW $48.71 +35.1%
278 NXPI NXP SEMICONDUCTORS N V Technology 26,994.0 $6.1M 0.06% NEW $227.72 +31.5%
279 AXON AXON ENTERPRISE INC Industrials 8,445.0 $6.1M 0.06% NEW $717.58 -45.7%
280 ALL ALLSTATE CORP Financial Services 28,192.0 $6.1M 0.06% NEW $214.64 -0.1%
Page 14 of 105  ·  2,081 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 30.6%
Financial Services 11.7%
Consumer Cyclical 10.3%
Real Estate 9.5%
Communication Services 8.7%
Industrials 8.6%
Healthcare 8.4%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.2%