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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 18 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VST VISTRA CORP Utilities 31,056.0 $4.9M 0.05% -942.0 -2.9% $158.62 -10.0%
342 XEL XCEL ENERGY INC Utilities 61,167.0 $4.9M 0.05% +2K +4.1% $80.29 -1.4%
343 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 64,267.0 $4.9M 0.05% +4K +6.5% $76.38 +6.0%
344 FISV FISERV INC Technology 99,535.0 $4.9M 0.05% -7K -6.4% $49.04 +6.4%
345 DHI D R HORTON INC Consumer Cyclical 29,957.0 $4.9M 0.05% -2K -6.0% $162.83 -6.7%
346 MCHP MICROCHIP TECHNOLOGY INC. Technology 53,021.0 $4.8M 0.05% -849.0 -1.6% $91.19 -15.9%
347 NKE NIKE INC Consumer Cyclical 117,529.0 $4.8M 0.05% -2K -1.9% $41.05 -1.4%
348 TDY TELEDYNE TECHNOLOGIES INC Technology 7,225.0 $4.8M 0.05% -426.0 -5.6% $666.71 -2.7%
349 FFIV F5 INC Technology 11,433.0 $4.8M 0.05% -923.0 -7.5% $415.90 -8.1%
350 QIAGEN NV 120,850.0 $4.7M 0.05% NEW $39.10
351 NVR NVR INC Consumer Cyclical 689.0 $4.7M 0.05% -70.0 -9.2% $6811.32 -5.8%
352 EXC EXELON CORP Utilities 100,256.0 $4.7M 0.05% $46.61 -2.8%
353 DVN DEVON ENERGY CORP NEW Energy 112,968.0 $4.7M 0.05% +51K +81.0% $41.31 +18.7%
354 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 172,934.0 $4.6M 0.05% -27K -13.5% $26.84 -4.0%
355 PECO PHILLIPS EDISON & CO INC Real Estate 111,565.0 $4.6M 0.05% -22K -16.5% $41.59 -4.6%
356 CVNA CARVANA CO Consumer Cyclical 70,183.0 $4.6M 0.05% +56K +399.5% $65.81 +7.1%
357 STT STATE STR CORP Financial Services 27,118.0 $4.6M 0.05% -704.0 -2.5% $169.59 +9.6%
358 GTES GATES INDL CORP PLC Industrials 163,080.0 $4.6M 0.04% -58K -26.2% $27.96 -7.8%
359 FORM FORMFACTOR INC Technology 28,471.0 $4.6M 0.04% -14K -32.5% $159.88 -28.2%
360 MILLROSE PPTYS INC 151,483.0 $4.5M 0.04% -29K -15.9% $30.04
Page 18 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%