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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 23 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LEA LEAR CORP Consumer Cyclical 25,863.0 $3.5M 0.03% -2K -8.3% $134.01 -6.4%
442 ACIW ACI WORLDWIDE INC Technology 68,817.0 $3.5M 0.03% -23K -24.7% $50.26 +2.6%
443 OXY OCCIDENTAL PETE CORP Energy 71,143.0 $3.5M 0.03% -635.0 -0.9% $48.56 +26.7%
444 NDAQ NASDAQ INC Financial Services 43,776.0 $3.5M 0.03% -762.0 -1.7% $78.81 +23.8%
445 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 28,084.0 $3.4M 0.03% -10K -26.3% $122.56 +23.0%
446 MATX MATSON INC Industrials 17,859.0 $3.4M 0.03% +90.0 +0.5% $192.12 +12.8%
447 TGTX TG THERAPEUTICS INC Healthcare 62,402.0 $3.4M 0.03% -26K -29.2% $54.92 -7.9%
448 KMX CARMAX INC Consumer Cyclical 64,627.0 $3.4M 0.03% -30K -31.9% $52.87 +15.5%
449 MTB M & T BK CORP Financial Services 14,349.0 $3.4M 0.03% -891.0 -5.8% $238.00 +0.1%
450 OTIS OTIS WORLDWIDE CORP Industrials 47,496.0 $3.4M 0.03% -2K -4.6% $71.56 +0.3%
451 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,884.0 $3.4M 0.03% -101.0 -1.7% $576.65 -8.9%
452 EPR EPR PPTYS Real Estate 58,211.0 $3.4M 0.03% +426.0 +0.7% $57.94 +5.7%
453 SF STIFEL FINL CORP Financial Services 48,274.0 $3.4M 0.03% +13K +38.4% $69.75 +14.5%
454 ENVA ENOVA INTL INC Financial Services 13,970.0 $3.4M 0.03% -4K -24.1% $240.66 -1.4%
455 Q QNITY ELECTRONICS INC Technology 20,512.0 $3.3M 0.03% -239.0 -1.1% $163.27 -18.2%
456 ROP ROPER TECHNOLOGIES INC Industrials 9,888.0 $3.3M 0.03% -830.0 -7.7% $338.39 +21.3%
457 ALKS ALKERMES PLC Healthcare 63,841.0 $3.3M 0.03% -29K -31.4% $52.36 -8.3%
458 FANG DIAMONDBACK ENERGY INC Energy 19,019.0 $3.3M 0.03% +551.0 +3.0% $175.77 +20.1%
459 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 38,639.0 $3.3M 0.03% -3K -7.5% $86.05 +15.0%
460 ACGL ARCH CAP GROUP LTD Financial Services 34,096.0 $3.3M 0.03% -2K -5.2% $97.05 +2.3%
Page 23 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%