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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 30 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AWK AMERICAN WTR WKS CO INC NEW Utilities 19,134.0 $2.5M 0.03% -195.0 -1.0% $131.55 +3.3%
582 MTZ MASTEC INC Industrials 6,038.0 $2.5M 0.03% -40.0 -0.7% $416.03 -35.6%
583 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 47,669.0 $2.5M 0.03% -3K -5.7% $52.63 +28.9%
584 COLD AMERICOLD REALTY TRUST INC Real Estate 159,639.0 $2.5M 0.03% +1K +0.8% $15.71 -3.2%
585 SYF SYNCHRONY FINANCIAL Financial Services 32,958.0 $2.5M 0.03% -3K -7.5% $76.04 +4.3%
586 GGG GRACO INC Industrials 32,932.0 $2.5M 0.03% -2K -6.4% $75.58 +7.1%
587 CBOE CBOE GLOBAL MKTS INC Financial Services 10,255.0 $2.5M 0.03% -183.0 -1.8% $242.61 +24.3%
588 JBT MAREL CORPORATION 17,147.0 $2.5M 0.03% -9K -35.2% $144.98
589 WST WEST PHARMACEUTICAL SVSC INC Healthcare 6,923.0 $2.5M 0.03% -252.0 -3.5% $358.95 -1.5%
590 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,677.0 $2.5M 0.03% -86.0 -1.5% $437.56 -12.1%
591 WWD WOODWARD INC Industrials 5,839.0 $2.5M 0.03% -34.0 -0.6% $425.42 -18.9%
592 FSLR FIRST SOLAR INC Energy 10,529.0 $2.5M 0.03% -175.0 -1.6% $235.92 -8.8%
593 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 48,909.0 $2.5M 0.03% -27K -35.5% $50.52 -3.2%
594 KHC KRAFT HEINZ CO Consumer Defensive 104,636.0 $2.5M 0.03% -3K -3.0% $23.61 +8.3%
595 AKR ACADIA RLTY TR Real Estate 117,947.0 $2.5M 0.02% -21K -15.0% $20.89 +0.6%
596 LUV SOUTHWEST AIRLS CO Industrials 47,891.0 $2.5M 0.02% -3K -6.7% $51.41 -21.7%
597 QRVO QORVO INC Technology 26,376.0 $2.5M 0.02% -16K -38.4% $93.27 +2.1%
598 INGRAM MICRO HLDG CORP 89,572.0 $2.5M 0.02% -9K -9.4% $27.42
599 RMBS RAMBUS INC DEL Technology 18,482.0 $2.5M 0.02% $132.67 -31.2%
600 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 6,429.0 $2.4M 0.02% +105.0 +1.7% $380.31 -29.7%
Page 30 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 34.4%
Financial Services 10.3%
Real Estate 10.1%
Consumer Cyclical 9.3%
Industrials 9.0%
Healthcare 8.7%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.3%