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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.8B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2081 New
Page 25 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EFX EQUIFAX INC Industrials 13,207.0 $3.4M 0.04% NEW $256.45 -36.4%
482 CCL CARNIVAL CORP Consumer Cyclical 116,826.0 $3.4M 0.03% NEW $28.91 -9.4%
483 NRG NRG ENERGY INC Utilities 20,785.0 $3.4M 0.03% NEW $161.94 -15.5%
484 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 74,417.0 $3.4M 0.03% NEW $45.23 -5.5%
485 AIR LEASE CORP 52,864.0 $3.4M 0.03% NEW $63.63
486 KVUE KENVUE INC Consumer Defensive 207,052.0 $3.4M 0.03% NEW $16.23 +7.6%
487 LENNAR CORP 27,999.0 $3.4M 0.03% NEW $119.97
488 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 48,672.0 $3.3M 0.03% NEW $68.81 +21.8%
489 UAL UNITED AIRLS HLDGS INC Industrials 34,696.0 $3.3M 0.03% NEW $96.50 +1.6%
490 BUNGE GLOBAL SA 41,087.0 $3.3M 0.03% NEW $81.22
491 SJM SMUCKER J M CO Consumer Defensive 30,723.0 $3.3M 0.03% NEW $108.55 -7.4%
492 EHC ENCOMPASS HEALTH CORP Healthcare 26,209.0 $3.3M 0.03% NEW $126.98 -17.7%
493 INGR INGREDION INC Consumer Defensive 27,236.0 $3.3M 0.03% NEW $122.08 -16.3%
494 MTB M & T BK CORP Financial Services 16,810.0 $3.3M 0.03% NEW $197.56 +7.5%
495 RJF RAYMOND JAMES FINL INC Financial Services 19,164.0 $3.3M 0.03% NEW $172.56 -11.9%
496 WMS ADVANCED DRAIN SYS INC DEL Industrials 23,823.0 $3.3M 0.03% NEW $138.69 -1.3%
497 WFRD WEATHERFORD INTL PLC Energy 48,220.0 $3.3M 0.03% NEW $68.39 +62.8%
498 KEYS KEYSIGHT TECHNOLOGIES INC Technology 18,813.0 $3.3M 0.03% NEW $174.88 +93.0%
499 SMITHFIELD FOODS INC 140,000.0 $3.3M 0.03% NEW $23.48
500 OMC OMNICOM GROUP INC Communication Services 40,271.0 $3.3M 0.03% NEW $81.50 -9.5%
Page 25 of 105  ·  2,081 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 30.6%
Financial Services 11.7%
Consumer Cyclical 10.3%
Real Estate 9.5%
Communication Services 8.7%
Industrials 8.6%
Healthcare 8.4%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.2%