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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 28 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 POWL POWELL INDS INC Industrials 9,359.0 $2.7M 0.03% +5K +95.3% $286.36 -30.9%
542 AX AXOS FINANCIAL INC Financial Services 27,532.0 $2.7M 0.03% -10K -26.9% $97.34 -1.7%
543 PPL PPL CORP Utilities 73,717.0 $2.7M 0.03% +422.0 +0.6% $36.34 -4.2%
544 ULTA ULTA BEAUTY INC Consumer Cyclical 5,934.0 $2.7M 0.03% -385.0 -6.1% $450.79 +17.1%
545 LUMN LUMEN TECHNOLOGIES INC Communication Services 347,913.0 $2.7M 0.03% -168K -32.6% $7.68 -21.5%
546 ES EVERSOURCE ENERGY Utilities 36,849.0 $2.7M 0.03% -361.0 -1.0% $72.27 -1.3%
547 FN FABRINET Technology 4,733.0 $2.7M 0.03% +736.0 +18.4% $561.80 -24.0%
548 KGS KODIAK GAS SVCS INC Energy 35,369.0 $2.7M 0.03% -10K -22.2% $75.12 -22.7%
549 PPG PPG INDS INC Basic Materials 21,840.0 $2.6M 0.03% -467.0 -2.1% $121.25 -5.8%
550 DIEBOLD NIXDORF INC 31,143.0 $2.6M 0.03% +9K +42.6% $84.96
551 ATI ATI INC Industrials 13,372.0 $2.6M 0.03% -124.0 -0.9% $197.05 +4.9%
552 EVEREST GROUP LTD 7,360.0 $2.6M 0.03% -692.0 -8.6% $357.07
553 ACMR ACM RESH INC Technology 20,649.0 $2.6M 0.03% -8K -28.8% $126.83 -39.5%
554 IT GARTNER INC Technology 20,212.0 $2.6M 0.03% -2K -9.6% $129.58 +51.6%
555 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 6,516.0 $2.6M 0.03% -3K -33.3% $401.78 -1.1%
556 CURB CURBLINE PPTYS CORP Real Estate 86,174.0 $2.6M 0.03% -17K -16.2% $30.38 -2.8%
557 VEEV VEEVA SYS INC Healthcare 14,712.0 $2.6M 0.03% NEW $177.41 +40.5%
558 EXTR EXTREME NETWORKS INC Technology 80,600.0 $2.6M 0.03% -25K -23.7% $32.36 -31.6%
559 ILMN ILLUMINA INC Healthcare 14,825.0 $2.6M 0.03% -169.0 -1.1% $175.78 +22.3%
560 PTCT PTC THERAPEUTICS INC Healthcare 31,782.0 $2.6M 0.03% -14K -29.9% $81.56 -13.0%
Page 28 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%