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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 33 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CHD CHURCH & DWIGHT CO INC Consumer Defensive 23,217.0 $2.2M 0.02% -679.0 -2.8% $96.87 +2.0%
642 MGY MAGNOLIA OIL & GAS CORP Energy 87,913.0 $2.2M 0.02% -32K -26.9% $25.57 +10.0%
643 AUB ATLANTIC UN BANKSHARES CORP Financial Services 53,003.0 $2.2M 0.02% -25K -32.4% $42.30 -2.7%
644 OKTA OKTA INC Technology 16,428.0 $2.2M 0.02% -223.0 -1.3% $136.41 -0.9%
645 NI NISOURCE INC Utilities 46,976.0 $2.2M 0.02% -400.0 -0.8% $47.53 -14.5%
646 TSN TYSON FOODS INC Consumer Defensive 38,915.0 $2.2M 0.02% +3K +8.1% $57.23 +2.2%
647 LENNAR CORP 25,051.0 $2.2M 0.02% -3K -10.5% $88.70
648 NTST NETSTREIT CORP Real Estate 105,092.0 $2.2M 0.02% +39K +60.1% $21.11 -3.6%
649 LKQ LKQ CORP Consumer Cyclical 83,907.0 $2.2M 0.02% -46K -35.6% $26.33 -2.1%
650 CVSA COVISTA INC Consumer Cyclical 17,719.0 $2.2M 0.02% -7K -29.1% $124.61 +6.2%
651 SEZL SEZZLE INC Financial Services 12,872.0 $2.2M 0.02% -3K -19.7% $171.54 -30.6%
652 RGA REINSURANCE GROUP AMER INC Financial Services 10,359.0 $2.2M 0.02% -546.0 -5.0% $212.57 +14.4%
653 DRH DIAMONDROCK HOSPITALITY CO Real Estate 180,061.0 $2.2M 0.02% -36K -16.8% $12.17 +5.4%
654 FOX FOX CORP 46,752.0 $2.2M 0.02% -5K -9.7% $46.82
655 TFX TELEFLEX INCORPORATED Healthcare 17,214.0 $2.2M 0.02% -8K -31.5% $126.76 +9.5%
656 AEIS ADVANCED ENERGY INDS Industrials 5,851.0 $2.2M 0.02% -15K -71.9% $372.59 -23.3%
657 CHRW C H ROBINSON WORLDWIDE IN Industrials 11,550.0 $2.2M 0.02% -235.0 -2.0% $188.31 -24.8%
658 DLTR DOLLAR TREE INC Consumer Defensive 17,744.0 $2.1M 0.02% -1K -6.2% $120.94 +8.7%
659 SMTC SEMTECH CORP Technology 13,266.0 $2.1M 0.02% -35K -72.5% $161.77 -23.3%
660 EXPAND ENERGY CORPORATION 23,440.0 $2.1M 0.02% -168.0 -0.7% $91.17
Page 33 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%