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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 20 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RSG REPUBLIC SVCS INC Industrials 19,595.0 $4.2M 0.04% -466.0 -2.3% $213.06 +3.7%
382 BNL BROADSTONE NET LEASE INC Real Estate 202,048.0 $4.2M 0.04% +65K +47.4% $20.66 +2.6%
383 ESI ELEMENT SOLUTIONS INC Basic Materials 86,287.0 $4.1M 0.04% -40K -31.9% $47.74 -25.9%
384 BYD BOYD GAMING CORP Consumer Cyclical 46,535.0 $4.1M 0.04% -5K -10.0% $88.32 -9.1%
385 UHS UNIVERSAL HLTH SVCS INC Healthcare 27,589.0 $4.1M 0.04% -3K -9.7% $148.65 +17.5%
386 BDX BECTON DICKINSON & CO Healthcare 26,998.0 $4.1M 0.04% -1K -5.2% $151.31 +25.5%
387 IDXX IDEXX LABS INC Healthcare 7,730.0 $4.1M 0.04% -170.0 -2.1% $526.39 +6.4%
388 NDSN NORDSON CORP Industrials 13,469.0 $4.1M 0.04% -1K -7.6% $301.58 +9.7%
389 HR HEALTHCARE RLTY TR Real Estate 201,031.0 $4.1M 0.04% +4K +2.1% $20.16 -3.3%
390 MXL MAXLINEAR INC Technology 31,578.0 $4.0M 0.04% -14K -30.9% $127.97 -48.9%
391 VNO VORNADO RLTY TR Real Estate 102,858.0 $4.0M 0.04% $39.29 -1.4%
392 CSTM CONSTELLIUM SE Basic Materials 126,487.0 $4.0M 0.04% -14K -10.1% $31.86 -17.9%
393 DG DOLLAR GEN CORP Consumer Defensive 34,999.0 $4.0M 0.04% -2K -5.6% $115.06 +6.2%
394 GPC GENUINE PARTS CO Consumer Cyclical 34,063.0 $4.0M 0.04% -3K -7.5% $117.93 +11.9%
395 VSAT VIASAT INC Technology 44,732.0 $4.0M 0.04% -24K -35.0% $89.80 -17.5%
396 BLOCK INC 52,439.0 $4.0M 0.04% -2K -4.2% $75.99
397 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 48,827.0 $4.0M 0.04% -843.0 -1.7% $81.14 -7.5%
398 SKT TANGER INC Real Estate 100,183.0 $4.0M 0.04% -20K -16.4% $39.46 -2.6%
399 SEB SEABOARD CORP DEL Industrials 884.0 $3.9M 0.04% -99.0 -10.1% $4463.80 -2.0%
400 SYY SYSCO CORP Consumer Defensive 46,853.0 $3.9M 0.04% -836.0 -1.8% $83.56 +0.8%
Page 20 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%