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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 19 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NTAP NETAPP INC Technology 29,376.0 $4.5M 0.04% -2K -5.3% $154.72 +27.3%
362 OUTFRONT MEDIA INC 138,227.0 $4.5M 0.04% -18K -11.4% $32.74
363 REXR REXFORD INDL RLTY INC Real Estate 134,353.0 $4.5M 0.04% -4K -2.9% $33.49 +11.5%
364 AWI ARMSTRONG WORLD INDS INC NEW Industrials 28,057.0 $4.5M 0.04% -9K -24.8% $160.35 +10.1%
365 HIW HIGHWOODS PPTYS INC Real Estate 149,192.0 $4.5M 0.04% -25K -14.3% $30.14 +3.9%
366 KMB KIMBERLY-CLARK CORP Consumer Defensive 40,856.0 $4.5M 0.04% -2K -3.8% $109.75 -1.5%
367 WAB WABTEC Industrials 16,626.0 $4.5M 0.04% -507.0 -3.0% $269.58 +10.0%
368 MET METLIFE INC Financial Services 52,958.0 $4.5M 0.04% -2K -3.8% $84.60 +12.6%
369 CROX CROCS INC Consumer Cyclical 37,125.0 $4.5M 0.04% -4K -9.9% $120.62 +2.2%
370 CF CF INDUSTRIES HOLD Basic Materials 41,115.0 $4.5M 0.04% -4K -7.9% $108.23 +15.3%
371 AXON AXON ENTERPRISE INC Industrials 7,898.0 $4.4M 0.04% +163.0 +2.1% $560.52 +13.4%
372 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 63,193.0 $4.4M 0.04% -6K -8.4% $69.72 -14.4%
373 EWBC EAST WEST BANCORP INC Financial Services 34,046.0 $4.4M 0.04% -3K -7.4% $129.06 +1.4%
374 ESE ESCO TECHNOLOGIES INC Technology 12,521.0 $4.4M 0.04% -5K -26.9% $349.89 -17.8%
375 KDP KEURIG DR PEPPER INC Consumer Defensive 133,310.0 $4.4M 0.04% -1K -1.1% $32.73 -4.2%
376 STAG STAG INDUSTRIAL INC Real Estate 114,203.0 $4.3M 0.04% +3K +3.0% $38.05 -4.7%
377 UAL UNITED AIRLS HLDGS INC Industrials 31,802.0 $4.3M 0.04% -334.0 -1.0% $135.97 -16.6%
378 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 17,056.0 $4.3M 0.04% $249.94 -6.3%
379 MOH MOLINA HEALTHCARE INC Healthcare 18,389.0 $4.2M 0.04% +12K +183.7% $228.67 -12.1%
380 PINNACLE FINL PARTNERS INC 41,578.0 $4.2M 0.04% NEW $100.85
Page 19 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%