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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 16 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ABNB AIRBNB INC Consumer Cyclical 40,950.0 $5.9M 0.06% -1K -2.4% $143.08 +30.3%
302 HUM HUMANA INC Healthcare 14,645.0 $5.8M 0.06% -496.0 -3.3% $397.13 -4.8%
303 CTVA CORTEVA INC Basic Materials 68,376.0 $5.8M 0.06% -2K -3.0% $84.66 -7.2%
304 GWW WW GRAINGER INC Industrials 4,256.0 $5.8M 0.06% -129.0 -2.9% $1360.20 -3.9%
305 TEL TE CONNECTIVITY PLC Technology 28,601.0 $5.8M 0.06% -555.0 -1.9% $201.60 +1.0%
306 AGX ARGAN INC Industrials 7,219.0 $5.8M 0.06% +4K +155.9% $798.31 -33.9%
307 THC TENET HEALTHCARE CORP Healthcare 30,807.0 $5.8M 0.06% -3K -8.8% $187.04 +43.6%
308 BRX BRIXMOR PPTY GROUP INC Real Estate 182,158.0 $5.7M 0.06% +1K +0.6% $31.52 -5.7%
309 ED CONSOLIDATED EDISON INC Utilities 51,319.0 $5.7M 0.06% -2K -3.0% $110.60 -2.4%
310 TRNO TERRENO RLTY CORP Real Estate 87,132.0 $5.6M 0.06% -16K -15.2% $64.75 +5.9%
311 CARR CARRIER GLOBAL CORPORATION Industrials 76,499.0 $5.6M 0.06% -2K -2.5% $73.35 -16.6%
312 OC OWENS CORNING NEW Industrials 35,248.0 $5.6M 0.06% -4K -9.0% $158.93 -4.8%
313 DTM DT MIDSTREAM INC Energy 37,528.0 $5.5M 0.06% -3K -8.1% $146.72 -9.7%
314 YUM YUM BRANDS INC Consumer Cyclical 34,421.0 $5.5M 0.06% -2K -4.2% $159.84 -8.7%
315 UNM UNUM GROUP Financial Services 60,927.0 $5.4M 0.05% -6K -9.6% $89.39 -2.0%
316 AMG AFFILIATED MANAGERS GROUP Financial Services 16,015.0 $5.4M 0.05% -2K -10.0% $338.31 +5.1%
317 FAST FASTENAL CO Industrials 112,486.0 $5.4M 0.05% -2K -1.9% $48.02 +7.1%
318 ROK ROCKWELL AUTOMATION INC Industrials 10,903.0 $5.4M 0.05% -287.0 -2.6% $495.00 -12.5%
319 CUBE CUBESMART Real Estate 135,091.0 $5.4M 0.05% $39.76 +4.3%
320 OKE ONEOK INC NEW Energy 61,732.0 $5.4M 0.05% -833.0 -1.3% $86.92 +10.5%
Page 16 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%