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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 5 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 T AT&T INC Communication Services 931,476.0 $19.3M 0.19% -53K -5.4% $20.70 +20.3%
82 CRWD CROWDSTRIKE HLDGS INC Technology 24,940.0 $19.0M 0.19% $190.78 +11.6%
83 MCD MCDONALDS CORP Consumer Cyclical 69,617.0 $18.8M 0.19% -1K -2.0% $270.31 -1.2%
84 TMO THERMO FISHER SCIENTIFIC INC Healthcare 36,412.0 $18.3M 0.18% -829.0 -2.2% $501.35 +17.5%
85 EXR EXTRA SPACE STORAGE INC Real Estate 125,298.0 $18.2M 0.18% $145.29 +1.1%
86 COF CAPITAL ONE FINL CORP Financial Services 89,651.0 $18.0M 0.18% -5K -5.7% $200.61 +10.4%
87 NEE NEXTERA ENERGY INC Utilities 204,324.0 $17.9M 0.18% -3K -1.2% $87.77 -1.8%
88 BA BOEING CO Industrials 80,040.0 $17.3M 0.17% $216.44 +3.1%
89 VICI VICI PPTYS INC Real Estate 651,615.0 $17.3M 0.17% +16K +2.5% $26.55 -2.4%
90 ANET ARISTA NETWORKS INC Technology 101,171.0 $17.2M 0.17% -745.0 -0.7% $169.87 +13.7%
91 IJR ISHARES TR 114,016.0 $16.9M 0.17% +73K +177.7% $148.29 -0.4%
92 GHC GRAHAM HLDGS CO Consumer Defensive 14,652.0 $16.7M 0.17% -2K -9.9% $1141.28 +2.8%
93 DIS DISNEY WALT CO Communication Services 170,146.0 $16.4M 0.16% -7K -4.1% $96.25 +8.0%
94 PFE PFIZER INC Healthcare 676,905.0 $16.3M 0.16% -20K -2.9% $24.08 +13.2%
95 ETN EATON CORP PLC Industrials 38,047.0 $16.2M 0.16% -563.0 -1.5% $426.10 +1.2%
96 CVS CVS HEALTH CORP Healthcare 155,437.0 $16.1M 0.16% -5K -2.8% $103.44 -8.2%
97 SNPS SYNOPSYS INC Technology 36,020.0 $16.1M 0.16% +13K +58.4% $446.03 -9.3%
98 UNP UNION PAC CORP Industrials 58,173.0 $15.8M 0.16% -539.0 -0.9% $272.00 +9.8%
99 VRTX VERTEX PHARMACEUTICALS INC Healthcare 31,836.0 $15.8M 0.16% -1K -3.3% $496.70 +6.3%
100 COP CONOCOPHILLIPS Energy 151,322.0 $15.7M 0.16% -8K -4.8% $103.95 +24.8%
Page 5 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 33.5%
Financial Services 10.2%
Real Estate 9.9%
Consumer Cyclical 9.1%
Industrials 8.8%
Healthcare 8.5%
Communication Services 8.4%
Consumer Defensive 4.3%
Energy 3.2%
Utilities 2.2%