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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 25 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DTE DTE ENERGY CO Utilities 20,383.0 $3.1M 0.03% -176.0 -0.9% $152.33 -9.3%
482 WDAY WORKDAY INC Technology 25,329.0 $3.1M 0.03% -2K -7.7% $122.39 +61.2%
483 VIRT VIRTU FINL INC Financial Services 51,878.0 $3.1M 0.03% -16K -23.7% $59.54 +2.8%
484 CHRD CHORD ENERGY CORPORATION Energy 26,990.0 $3.1M 0.03% -3K -9.0% $114.26 +30.2%
485 TWLO TWILIO INC Communication Services 14,871.0 $3.1M 0.03% -109.0 -0.7% $206.31 +6.6%
486 ALGN ALIGN TECHNOLOGY INC Healthcare 18,158.0 $3.1M 0.03% -2K -7.8% $168.58 -5.7%
487 NPO ENPRO INC Industrials 8,104.0 $3.1M 0.03% -4K -31.8% $376.73 -17.0%
488 STLD STEEL DYNAMICS INC Basic Materials 13,283.0 $3.0M 0.03% -435.0 -3.2% $229.39 -4.5%
489 LSCC LATTICE SEMICONDUCTOR CORP Technology 19,904.0 $3.0M 0.03% -229.0 -1.1% $152.93 -23.1%
490 COKE COCA COLA CONS INC Consumer Defensive 15,926.0 $3.0M 0.03% -1K -7.8% $190.88 -1.7%
491 SMITHFIELD FOODS INC 125,256.0 $3.0M 0.03% -15K -10.5% $24.25
492 ESAB ESAB CORPORATION Industrials 30,660.0 $3.0M 0.03% -3K -8.9% $98.60 -20.3%
493 PLXS PLEXUS CORP Technology 10,052.0 $3.0M 0.03% -5K -32.9% $300.54 -19.5%
494 NRG NRG ENERGY INC Utilities 20,673.0 $3.0M 0.03% +2K +8.8% $146.04 -21.0%
495 CRS CARPENTER TECHNOLOGY CORP Industrials 4,869.0 $3.0M 0.03% -31.0 -0.6% $616.76 -20.7%
496 MYRG MYR GROUP INC Industrials 5,968.0 $3.0M 0.03% -3K -31.8% $500.34 -36.4%
497 AIZ ASSURANT INC Financial Services 11,118.0 $3.0M 0.03% -871.0 -7.3% $268.39 +5.1%
498 NYT NEW YORK TIMES CO MTN BE Communication Services 42,624.0 $3.0M 0.03% -3K -7.5% $69.96 -6.7%
499 TEX TEREX CORP NEW Industrials 41,136.0 $3.0M 0.03% +5K +13.6% $72.35 -11.3%
500 FDS FACTSET RESH SYS INC Financial Services 12,899.0 $3.0M 0.03% -1K -8.6% $230.02 +30.5%
Page 25 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%