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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 18 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 USFD US FOODS HLDG CORP Consumer Defensive 64,612.0 $4.9M 0.05% NEW $76.60 +5.9%
342 MANH MANHATTAN ASSOCIATES INC Technology 24,100.0 $4.9M 0.05% NEW $204.94 -34.3%
343 MET METLIFE INC Financial Services 59,945.0 $4.9M 0.05% NEW $82.36 +2.4%
344 DDOG DATADOG INC Technology 34,658.0 $4.9M 0.05% NEW $142.39 +53.1%
345 OKE ONEOK INC NEW Energy 67,505.0 $4.9M 0.05% NEW $72.96 +27.0%
346 SNA SNAP ON INC Industrials 14,204.0 $4.9M 0.05% NEW $346.45 +3.9%
347 MILLROSE PPTYS INC 144,890.0 $4.9M 0.05% NEW $33.59
348 EW EDWARDS LIFESCIENCES CORP Healthcare 62,454.0 $4.9M 0.05% NEW $77.77 +7.0%
349 EXC EXELON CORP Utilities 107,855.0 $4.9M 0.05% NEW $45.00 +0.8%
350 EXPE EXPEDIA GROUP INC Consumer Cyclical 22,700.0 $4.9M 0.05% NEW $213.70 +2.1%
351 LULU LULULEMON ATHLETICA INC Consumer Cyclical 27,233.0 $4.8M 0.05% NEW $177.87 -28.7%
352 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 96,759.0 $4.8M 0.05% NEW $50.00 +2.8%
353 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 197,529.0 $4.8M 0.05% NEW $24.46 -11.1%
354 RITM RITHM CAPITAL CORP Real Estate 423,208.0 $4.8M 0.05% NEW $11.39 -18.6%
355 MAC MACERICH CO Real Estate 264,508.0 $4.8M 0.05% NEW $18.19 +23.0%
356 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 18,542.0 $4.8M 0.05% NEW $258.33 -8.4%
357 ACIW ACI WORLDWIDE INC Technology 90,762.0 $4.8M 0.05% NEW $52.76 -19.4%
358 SIRI SIRIUSXM HOLDINGS INC Communication Services 204,242.0 $4.8M 0.05% NEW $23.27 +16.2%
359 MPWR MONOLITHIC PWR SYS INC Technology 5,162.0 $4.8M 0.05% NEW $920.57 +69.6%
360 DBX DROPBOX INC Technology 157,047.0 $4.7M 0.05% NEW $30.20 -9.8%
Page 18 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%