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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 43 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 DY DYCOM INDS INC Industrials 2,942.0 $1.5M 0.01% +62.0 +2.1% $505.44 -22.3%
842 BGC BGC GROUP INC Financial Services 138,816.0 $1.5M 0.01% -61K -30.6% $10.68 +10.9%
843 INDB INDEPENDENT BK CORP MASS Financial Services 17,696.0 $1.5M 0.01% -9K -34.5% $83.69 +0.0%
844 OII OCEANEERING INTL INC Energy 36,503.0 $1.5M 0.01% -18K -33.0% $40.52 +30.8%
845 RNST RENASANT CORP Financial Services 34,634.0 $1.5M 0.01% -18K -34.1% $42.50 -2.4%
846 CNR CORE NATURAL RESOURCES INC Energy 18,355.0 $1.5M 0.01% -9K -34.1% $79.98 +18.9%
847 ARMK ARAMARK Industrials 25,765.0 $1.5M 0.01% -435.0 -1.7% $56.90 +5.0%
848 SJM SMUCKER J M CO Consumer Defensive 13,042.0 $1.5M 0.01% -493.0 -3.6% $112.41 +10.6%
849 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,455.0 $1.5M 0.01% -122.0 -1.9% $226.80 -19.2%
850 DORM DORMAN PRODS INC Consumer Cyclical 10,697.0 $1.5M 0.01% -5K -32.9% $136.39 -3.1%
851 J JACOBS SOLUTIONS INC Industrials 11,570.0 $1.5M 0.01% -328.0 -2.8% $125.93 +19.2%
852 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 7,215.0 $1.4M 0.01% -4K -34.3% $200.97 +6.9%
853 DLB DOLBY LABORATORIES INC Technology 27,602.0 $1.4M 0.01% -2K -8.0% $52.53 +24.2%
854 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 13,307.0 $1.4M 0.01% -10K -42.8% $108.29 -2.2%
855 ICHR ICHOR HOLDINGS Technology 12,840.0 $1.4M 0.01% -6K -30.9% $112.15 -46.3%
856 CSL CARLISLE COS INC Industrials 3,956.0 $1.4M 0.01% -198.0 -4.8% $362.74 +1.4%
857 SWK STANLEY BLACK & DECKER INC Industrials 15,232.0 $1.4M 0.01% -147.0 -1.0% $94.08 +6.3%
858 WSO WATSCO INC Industrials 3,430.0 $1.4M 0.01% -37.0 -1.1% $416.62 -25.1%
859 BMI BADGER METER INC Technology 9,612.0 $1.4M 0.01% -5K -36.0% $148.36 -11.2%
860 SSNC SS&C TECH HLDGS Technology 22,925.0 $1.4M 0.01% -3K -10.5% $62.03 +33.7%
Page 43 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%