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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 21 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KR KROGER CO Consumer Defensive 70,328.0 $3.9M 0.04% -7K -9.1% $55.53 +0.4%
402 BDC BELDEN INC Technology 32,546.0 $3.9M 0.04% -3K -9.1% $119.86 +4.2%
403 ODFL OLD DOMINION FREIGHT LINE IN Industrials 17,932.0 $3.9M 0.04% -339.0 -1.9% $216.60 -5.2%
404 AIG AMERICAN INTL GROUP INC Financial Services 51,951.0 $3.9M 0.04% -2K -3.0% $74.51 +1.9%
405 CBRE CBRE GROUP INC Real Estate 28,691.0 $3.9M 0.04% -484.0 -1.7% $134.68 +13.4%
406 SITM SITIME CORP Technology 5,150.0 $3.8M 0.04% -9K -64.7% $745.24 -19.7%
407 MHK MOHAWK INDS INC Consumer Cyclical 31,625.0 $3.8M 0.04% -11K -26.4% $121.30 +10.0%
408 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 43,650.0 $3.8M 0.04% -227.0 -0.5% $87.03 +3.2%
409 CNC CENTENE CORP DEL Healthcare 59,140.0 $3.8M 0.04% -2K -3.3% $64.17 +0.3%
410 SM SM ENERGY COMPANY Energy 145,237.0 $3.8M 0.04% +83K +133.0% $26.09 +45.7%
411 KRG KITE REALTY GROUP TRUST Real Estate 133,298.0 $3.8M 0.04% -7K -5.3% $28.36 -7.2%
412 LEN LENNAR CORP Consumer Cyclical 41,579.0 $3.8M 0.04% -3K -6.2% $90.48 -5.6%
413 RYN RAYONIER INC Real Estate 176,661.0 $3.8M 0.04% +83K +89.3% $21.27 +1.6%
414 VMC VULCAN MATLS CO Basic Materials 12,714.0 $3.8M 0.04% -420.0 -3.2% $294.95 -7.4%
415 APA APA CORPORATION Energy 115,156.0 $3.8M 0.04% -70K -37.8% $32.56 +37.4%
416 BTU PEABODY ENGR CORP Energy 161,733.0 $3.7M 0.04% -53K -24.9% $23.11 +16.7%
417 PYPL PAYPAL HLDGS INC Financial Services 86,430.0 $3.7M 0.04% -7K -7.1% $43.18 +43.3%
418 WEC WEC ENERGY GROUP INC Utilities 31,915.0 $3.7M 0.04% -280.0 -0.9% $116.75 -6.0%
419 EVRG EVERGY INC Utilities 42,960.0 $3.7M 0.04% -3K -5.8% $86.41 -2.6%
420 MORN MORNINGSTAR INC Financial Services 23,699.0 $3.7M 0.04% +7K +39.8% $156.00 +38.0%
Page 21 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%