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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 38 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DUPONT DE NEMOURS INC 13,388.0 $1.8M 0.02% NEW $135.57
742 VTRS VIATRIS INC Healthcare 114,105.0 $1.8M 0.02% $15.87 +2.8%
743 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 46,431.0 $1.8M 0.02% -2K -3.5% $38.72 +59.8%
744 CSW INDUSTRIALS INC 6,431.0 $1.8M 0.02% -3K -32.3% $278.18
745 RXO RXO INC Industrials 64,749.0 $1.8M 0.02% -29K -31.0% $27.57 -18.2%
746 VCYT VERACYTE INC Healthcare 30,404.0 $1.8M 0.02% -14K -31.3% $58.71 -27.9%
747 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 24,386.0 $1.8M 0.02% -11K -30.7% $72.95 +8.0%
748 LIFE360 INC 32,108.0 $1.8M 0.02% +27K +492.2% $55.34
749 LII LENNOX INTL INC Industrials 3,103.0 $1.8M 0.02% -83.0 -2.6% $572.67 -29.7%
750 ROKU ROKU INC Communication Services 12,855.0 $1.8M 0.02% NEW $138.08 +14.1%
751 NE NOBLE CORP PLC Energy 47,553.0 $1.8M 0.02% -23K -32.1% $37.28 +24.1%
752 TDW TIDEWATER INC NEW Energy 26,556.0 $1.8M 0.02% -8K -23.7% $66.58 +43.1%
753 POWI POWER INTEGRATIONS INC Technology 21,098.0 $1.8M 0.02% -10K -31.8% $83.70 -34.1%
754 CHTR CHARTER COMMUNICATIONS INC Communication Services 12,400.0 $1.8M 0.02% -1K -7.8% $142.10 +5.7%
755 CDW CDW CORP Technology 12,518.0 $1.8M 0.02% -654.0 -5.0% $140.60 -2.4%
756 PK PARK HOTELS & RESORTS INC Real Estate 123,302.0 $1.8M 0.02% -5K -4.0% $14.24 +10.8%
757 BWXT BWX TECHNOLOGIES INC Industrials 8,977.0 $1.7M 0.02% -73.0 -0.8% $194.61 -19.4%
758 MARA MARA HOLDINGS INC Financial Services 125,559.0 $1.7M 0.02% -67K -34.7% $13.89 -18.9%
759 ITT ITT INC Industrials 8,760.0 $1.7M 0.02% +1K +13.5% $197.72 +5.3%
760 ADT ADT INC DEL Industrials 264,844.0 $1.7M 0.02% +177K +200.3% $6.49 +13.6%
Page 38 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%