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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 37 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 STZ CONSTELLATION BRANDS INC Consumer Defensive 13,665.0 $1.9M 0.02% -426.0 -3.0% $139.04 -2.4%
722 MPT MEDICAL PROPERTIES TRUST INC Financial Services 410,972.0 $1.9M 0.02% -87K -17.4% $4.62 -10.7%
723 ROIV ROIVANT SCIENCES LTD Healthcare 53,574.0 $1.9M 0.02% +10K +23.6% $35.37 +2.6%
724 CACC CREDIT ACCEP CORP MICH Financial Services 2,972.0 $1.9M 0.02% +2K +185.2% $636.27 -5.5%
725 GTY GETTY RLTY CORP NEW Real Estate 56,624.0 $1.9M 0.02% -7K -10.3% $33.33 -0.6%
726 SKY CHAMPION HOMES INC Consumer Cyclical 21,333.0 $1.9M 0.02% -10K -32.4% $88.08 +2.5%
727 DIOD DIODES INC Technology 17,105.0 $1.9M 0.02% -8K -33.1% $109.38 -14.0%
728 PSMT PRICESMART INC Consumer Defensive 9,551.0 $1.9M 0.02% -5K -32.6% $195.27 -11.5%
729 INCY INCYTE CORP Healthcare 16,443.0 $1.9M 0.02% +144.0 +0.9% $113.30 +12.8%
730 RDN RADIAN GROUP INC Financial Services 49,471.0 $1.9M 0.02% -25K -33.7% $37.64 -2.8%
731 EFX EQUIFAX INC Industrials 11,667.0 $1.9M 0.02% -485.0 -4.0% $158.65 +21.4%
732 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 161,370.0 $1.8M 0.02% -35K -17.9% $11.44 -1.3%
733 LQDA LIQUIDIA CORPORATION Healthcare 23,136.0 $1.8M 0.02% NEW $79.70 -13.9%
734 CVCO CAVCO INDS INC DEL Consumer Cyclical 2,985.0 $1.8M 0.02% -1K -32.2% $614.07 -5.1%
735 BRO BROWN & BROWN INC Financial Services 28,562.0 $1.8M 0.02% -436.0 -1.5% $64.14 +13.7%
736 LYFT LYFT INC Technology 125,036.0 $1.8M 0.02% NEW $14.60 +19.6%
737 FTV FORTIVE CORP Technology 29,871.0 $1.8M 0.02% -2K -5.5% $61.06 -1.6%
738 TTC TORO CO Industrials 18,720.0 $1.8M 0.02% +2K +14.5% $97.38 +2.1%
739 GIS GENERAL MILLS INC Consumer Defensive 52,291.0 $1.8M 0.02% -679.0 -1.3% $34.79 +14.9%
740 H HYATT HOTELS CORP Consumer Cyclical 9,390.0 $1.8M 0.02% -780.0 -7.7% $193.72 -6.7%
Page 37 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%