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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 14 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MCO MOODYS CORP Financial Services 14,721.0 $6.7M 0.07% -514.0 -3.4% $452.89 +9.7%
262 AFL AFLAC INC Financial Services 56,792.0 $6.7M 0.07% -3K -5.7% $117.23 -0.6%
263 AMH AMERICAN HOMES 4 RENT Real Estate 198,349.0 $6.6M 0.07% -3K -1.5% $33.51 +2.4%
264 PSX PHILLIPS 66 Energy 39,285.0 $6.6M 0.07% -720.0 -1.8% $169.05 +43.3%
265 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 51,358.0 $6.6M 0.07% -11K -17.6% $128.53 -0.1%
266 LITE LUMENTUM HLDGS INC Technology 7,623.0 $6.5M 0.07% +590.0 +8.4% $857.93 -3.5%
267 WBD WARNER BROS DISCOVERY INC Communication Services 242,837.0 $6.5M 0.06% -5K -1.9% $26.66 +7.0%
268 EGP EASTGROUP PPTYS INC Real Estate 31,876.0 $6.5M 0.06% +406.0 +1.3% $202.47 -0.1%
269 L LOEWS CORP Financial Services 56,694.0 $6.4M 0.06% -5K -8.2% $113.19 -1.8%
270 LECO LINCOLN ELEC HLDGS INC Industrials 24,171.0 $6.4M 0.06% -2K -8.6% $265.48 +5.3%
271 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 21,819.0 $6.4M 0.06% -231.0 -1.1% $293.14 +3.4%
272 BKR BAKER HUGHES COMPANY Energy 115,098.0 $6.4M 0.06% -3K -2.3% $55.49 +16.2%
273 BBY BEST BUY INC Consumer Cyclical 83,617.0 $6.3M 0.06% -8K -8.7% $75.86 +17.6%
274 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 55,884.0 $6.3M 0.06% -7K -10.5% $112.73 +10.7%
275 CTRE CARETRUST REIT INC Real Estate 154,970.0 $6.3M 0.06% -90K -36.7% $40.34 -1.3%
276 MAC MACERICH CO Real Estate 247,267.0 $6.2M 0.06% -22K -8.3% $25.18 -1.1%
277 FRT FEDERAL RLTY INVT TR NEW Real Estate 50,434.0 $6.2M 0.06% +569.0 +1.1% $123.41 -4.7%
278 KKR KKR & CO INC Financial Services 67,741.0 $6.2M 0.06% $91.78 +20.4%
279 BSX BOSTON SCIENTIFIC CORP Healthcare 145,635.0 $6.2M 0.06% -2K -1.3% $42.68 +21.9%
280 GNRC GENERAC HLDGS INC Industrials 21,203.0 $6.2M 0.06% -6K -21.1% $292.79 -28.0%
Page 14 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%