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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 17 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 62,462.0 $5.3M 0.05% NEW $84.87 +28.5%
322 LEIDOS HOLDINGS INC 28,027.0 $5.3M 0.05% NEW $188.92
323 AME AMETEK INC Industrials 28,114.0 $5.3M 0.05% NEW $187.95 +18.7%
324 GPC GENUINE PARTS CO Consumer Cyclical 37,914.0 $5.3M 0.05% NEW $138.58 -29.6%
325 STRL STERLING INFRASTRUCTURE INC Industrials 15,307.0 $5.2M 0.05% NEW $339.65 +121.4%
326 WBD WARNER BROS DISCOVERY INC Communication Services 265,049.0 $5.2M 0.05% NEW $19.53 +40.4%
327 IJR ISHARES TR 43,352.0 $5.2M 0.05% NEW $118.79 +14.7%
328 CARR CARRIER GLOBAL CORPORATION Industrials 86,216.0 $5.1M 0.05% NEW $59.70 +4.2%
329 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 76,382.0 $5.1M 0.05% NEW $67.31 +28.2%
330 CTVA CORTEVA INC Basic Materials 75,962.0 $5.1M 0.05% NEW $67.61 +16.9%
331 XEL XCEL ENERGY INC Utilities 63,238.0 $5.1M 0.05% NEW $80.65 -1.0%
332 FRT FEDERAL RLTY INVT TR NEW Real Estate 50,245.0 $5.1M 0.05% NEW $101.28 +17.1%
333 DXC DXC TECHNOLOGY CO Technology 370,768.0 $5.1M 0.05% NEW $13.63 -32.3%
334 BRX BRIXMOR PPTY GROUP INC Real Estate 182,568.0 $5.1M 0.05% NEW $27.67 +11.5%
335 F FORD MTR CO Consumer Cyclical 421,715.0 $5.0M 0.05% NEW $11.96 +14.3%
336 TRGP TARGA RES CORP Energy 29,864.0 $5.0M 0.05% NEW $167.49 +61.6%
337 ARW ARROW ELECTRS INC Technology 41,195.0 $5.0M 0.05% NEW $120.99 +75.9%
338 RSG REPUBLIC SVCS INC Industrials 21,706.0 $5.0M 0.05% NEW $229.48 -7.5%
339 MTG MGIC INVT CORP WIS Financial Services 175,392.0 $5.0M 0.05% NEW $28.37 -7.7%
340 CBRE CBRE GROUP INC Real Estate 31,565.0 $5.0M 0.05% NEW $157.55 -16.8%
Page 17 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%