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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 60 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 VOYA VOYA FINANCIAL INC Financial Services 8,884.0 $804K 0.01% -567.0 -6.0% $90.50 +8.0%
1182 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 16,025.0 $800K 0.01% -468.0 -2.8% $49.92 +4.8%
1183 MBC MASTERBRAND INC Consumer Cyclical 77,553.0 $797K 0.01% +6K +8.9% $10.28 -11.4%
1184 MD PEDIATRIX MEDICAL GROUP INC Healthcare 31,511.0 $797K 0.01% -16K -34.2% $25.29 +5.0%
1185 WYNN WYNN RESORTS LTD Consumer Cyclical 8,218.0 $797K 0.01% -150.0 -1.8% $96.98 +3.4%
1186 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 15,284.0 $796K 0.01% +2K +13.9% $52.08 +4.1%
1187 SON SONOCO PRODS CO Consumer Cyclical 14,113.0 $794K 0.01% -93.0 -0.7% $56.26 +5.7%
1188 LMAT LEMAITRE VASCULAR INC Healthcare 8,283.0 $794K 0.01% -4K -30.9% $95.86 -14.6%
1189 SPSC SPS COMM INC Technology 13,876.0 $793K 0.01% -7K -33.9% $57.15 +41.9%
1190 HSIC SCHEIN HENRY INC Healthcare 9,488.0 $792K 0.01% -485.0 -4.9% $83.47 +6.0%
1191 VVV VALVOLINE INC Energy 20,008.0 $790K 0.01% -181.0 -0.9% $39.48 -14.0%
1192 UPWK UPWORK INC Industrials 94,439.0 $788K 0.01% -11K -10.3% $8.34 +3.2%
1193 SEIC SEI INVTS CO Financial Services 8,957.0 $785K 0.01% -351.0 -3.8% $87.64 +25.0%
1194 ALV AUTOLIV INC Consumer Cyclical 6,749.0 $784K 0.01% -209.0 -3.0% $116.17 +7.9%
1195 HMN HORACE MANN EDUCATORS CORP N Financial Services 15,118.0 $779K 0.01% -7K -32.9% $51.53 -1.8%
1196 WAY WAYSTAR HLDG CORP Technology 37,901.0 $778K 0.01% -21K -35.2% $20.53 +21.8%
1197 ULS UL SOLUTIONS INC Industrials 7,624.0 $776K 0.01% +144.0 +1.9% $101.78 -26.3%
1198 SWX SOUTHWEST GAS HLDGS INC Utilities 8,715.0 $772K 0.01% -91.0 -1.0% $88.58 +0.3%
1199 POR PORTLAND GEN ELEC CO Utilities 14,898.0 $771K 0.01% +124.0 +0.8% $51.75 -4.2%
1200 OZK BANK OZK LITTLE ROCK ARK Financial Services 14,816.0 $771K 0.01% -549.0 -3.6% $52.04 -5.0%
Page 60 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%