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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 27 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LFUS LITTELFUSE INC Technology 6,120.0 $2.8M 0.03% -416.0 -6.4% $455.23 -9.5%
522 RALLIANT CORP 37,757.0 $2.8M 0.03% -20K -34.4% $73.60
523 HAL HALLIBURTON CO Energy 81,854.0 $2.8M 0.03% -2K -2.0% $33.94 +5.2%
524 ACA ARCOSA INC Industrials 19,101.0 $2.8M 0.03% -9K -31.8% $145.23 +0.1%
525 RMD RESMED INC Healthcare 14,213.0 $2.8M 0.03% -268.0 -1.9% $194.82 +17.3%
526 LXP INDUSTRIAL TRUST 51,404.0 $2.8M 0.03% -11K -17.0% $53.85
527 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 31,748.0 $2.8M 0.03% +9K +37.5% $87.19 +4.7%
528 XYL XYLEM INC Industrials 23,290.0 $2.8M 0.03% -774.0 -3.2% $118.21 -4.0%
529 SFM SPROUTS FMRS MKT INC Consumer Defensive 32,412.0 $2.7M 0.03% -3K -9.0% $84.57 -7.3%
530 ETSY INC 36,322.0 $2.7M 0.03% -19K -34.3% $75.30
531 ZM ZOOM COMMUNICATIONS INC Technology 31,672.0 $2.7M 0.03% -7K -18.8% $86.29 +23.2%
532 FICO FAIR ISAAC CORP Technology 2,273.0 $2.7M 0.03% -80.0 -3.4% $1194.46 -3.7%
533 HUBB HUBBELL INC Industrials 5,178.0 $2.7M 0.03% -110.0 -2.1% $523.17 -10.2%
534 TTMI TTM TECHNOLOGIES INC Technology 14,463.0 $2.7M 0.03% -43K -74.6% $186.96 -38.8%
535 GKOS GLAUKOS CORP Healthcare 19,343.0 $2.7M 0.03% -10K -34.0% $139.74 +32.3%
536 DXC DXC TECHNOLOGY CO Technology 304,974.0 $2.7M 0.03% -64K -17.4% $8.85 +20.9%
537 CDP COPT DEFENSE PROPERTIES Real Estate 74,163.0 $2.7M 0.03% +477.0 +0.7% $36.35 +2.1%
538 AZZ AZZ INC Industrials 17,355.0 $2.7M 0.03% -6K -24.2% $155.00 -10.0%
539 ENTG ENTEGRIS INC Technology 14,943.0 $2.7M 0.03% +123.0 +0.8% $179.82 -19.6%
540 NVT NVENT ELEC PLC Industrials 15,846.0 $2.7M 0.03% -178.0 -1.1% $169.57 -9.0%
Page 27 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%