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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 40 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 REZI RESIDEO TECHNOLOGIES INC Industrials 53,153.0 $1.7M 0.02% -24K -31.3% $31.08 -34.8%
782 WCC WESCO INTL INC Industrials 4,773.0 $1.6M 0.02% -64.0 -1.3% $345.28 +1.1%
783 HRL HORMEL FOODS CORP Consumer Defensive 66,442.0 $1.6M 0.02% -5K -6.9% $24.80 -3.7%
784 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 40,151.0 $1.6M 0.02% NEW $41.02 -10.1%
785 IEX IDEX CORP Industrials 7,253.0 $1.6M 0.02% -228.0 -3.0% $226.94 +3.3%
786 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 42,087.0 $1.6M 0.02% -22K -34.4% $39.04 +1.1%
787 MIR MIRION TECHNOLOGIES INC Industrials 91,642.0 $1.6M 0.02% -46K -33.2% $17.92 -17.3%
788 KTB KONTOOR BRANDS INC Consumer Cyclical 19,669.0 $1.6M 0.02% -9K -32.4% $83.28 -1.5%
789 SFBS SERVISFIRST BANCSHARES INC Financial Services 18,899.0 $1.6M 0.02% -9K -32.5% $86.67 -50.0%
790 MCY MERCURY GENL CORP NEW Financial Services 15,367.0 $1.6M 0.02% -5K -23.7% $106.53 -0.8%
791 BALL BALL CORP Consumer Cyclical 26,088.0 $1.6M 0.02% -599.0 -2.2% $62.37 +2.0%
792 TSCO TRACTOR SUPPLY CO Consumer Cyclical 51,387.0 $1.6M 0.02% -1K -2.1% $31.60 +10.7%
793 FELE FRANKLIN ELEC INC Industrials 15,132.0 $1.6M 0.02% -7K -31.8% $107.12 -2.8%
794 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 31,770.0 $1.6M 0.02% +27K +551.8% $50.96 -2.3%
795 SMCI SUPER MICRO COMPUTER INC Technology 55,141.0 $1.6M 0.02% +6K +11.7% $29.32 +27.0%
796 SOMNIGROUP INTERNATIONAL INC 20,610.0 $1.6M 0.02% -216.0 -1.0% $78.36
797 MAS MASCO CORP Industrials 19,767.0 $1.6M 0.02% -1K -4.9% $81.35 -9.9%
798 ANNALY CAPITAL MANAGEMENT IN 71,799.0 $1.6M 0.02% +4K +5.9% $22.35
799 DT DYNATRACE INC Technology 36,477.0 $1.6M 0.02% -2K -4.8% $43.86 +12.4%
800 MHO M/I HOMES INC Consumer Cyclical 9,952.0 $1.6M 0.02% -5K -32.9% $160.77 -5.2%
Page 40 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%