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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 6 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVB AVALONBAY CMNTYS INC Real Estate 82,900.0 $15.6M 0.15% -1K -1.7% $188.67 -2.4%
102 DE DEERE & CO Industrials 24,613.0 $15.6M 0.15% -436.0 -1.7% $634.30 -7.2%
103 TRV TRAVELERS COMPANIES INC Financial Services 45,888.0 $15.1M 0.15% -4K -8.6% $330.11 +11.5%
104 EQR EQUITY RESIDENTIAL Real Estate 219,478.0 $14.9M 0.15% -2K -1.1% $67.92 -6.3%
105 RS RELIANCE INC Basic Materials 39,806.0 $14.9M 0.15% -4K -9.8% $373.56 +12.8%
106 SCHW SCHWAB CHARLES CORP Financial Services 160,179.0 $14.8M 0.15% -6K -3.4% $92.27 +21.0%
107 BMY BRISTOL-MYERS SQUIBB CO Healthcare 252,254.0 $14.5M 0.14% -6K -2.4% $57.61 +14.6%
108 FCX FREEPORT MCMORAN INC Basic Materials 229,984.0 $14.5M 0.14% -12K -4.9% $62.89 +5.5%
109 UBER UBER TECHNOLOGIES INC Technology 199,451.0 $14.4M 0.14% -7K -3.5% $72.16 +3.5%
110 CLH CLEAN HARBORS INC Industrials 47,847.0 $14.3M 0.14% -5K -9.7% $298.72 +7.0%
111 ISRG INTUITIVE SURGICAL INC Healthcare 34,702.0 $13.8M 0.14% -398.0 -1.1% $397.67 -1.6%
112 BLK BLACKROCK INC Financial Services 14,146.0 $13.6M 0.14% -222.0 -1.6% $961.54 +20.1%
113 APP APPLOVIN CORP Technology 26,362.0 $13.6M 0.14% -148.0 -0.6% $515.21 -40.4%
114 BKNG BOOKING HOLDINGS INC Consumer Cyclical 75,924.0 $13.5M 0.13% +73K +2271.1% $178.23 +16.8%
115 FR FIRST INDL RLTY TR INC Real Estate 220,512.0 $13.5M 0.13% -14K -6.1% $61.30 +1.7%
116 AMP AMERIPRISE FINL INC Financial Services 29,355.0 $13.5M 0.13% -3K -8.8% $458.73 +22.5%
117 CMCSA COMCAST CORP NEW Communication Services 539,653.0 $13.2M 0.13% -36K -6.2% $24.55 +6.7%
118 SBUX STARBUCKS CORP Consumer Cyclical 129,564.0 $13.2M 0.13% -3K -2.5% $102.18 +3.7%
119 GLPI GAMING & LEISURE P Real Estate 296,645.0 $13.2M 0.13% -15K -4.8% $44.52 -5.5%
120 HPE HEWLETT PACKARD ENTERPRISE C Technology 286,576.0 $12.9M 0.13% -19K -6.1% $45.10 +23.5%
Page 6 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%