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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 62 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 STC STEWART INFORMATION SVCS COR Financial Services 11,231.0 $740K 0.01% -4K -27.4% $65.89 +5.0%
1222 NWN NORTHWEST NAT HLDG CO Utilities 15,077.0 $738K 0.01% -7K -32.5% $48.95 +1.0%
1223 OMCL OMNICELL COM Healthcare 17,806.0 $738K 0.01% -8K -31.1% $41.45 -14.2%
1224 SHC SOTERA HEALTH CO Healthcare 41,638.0 $738K 0.01% +5K +15.2% $17.72 +10.4%
1225 NJR NEW JERSEY RES CORP Utilities 13,114.0 $734K 0.01% -137.0 -1.0% $55.97 -4.4%
1226 TTEK TETRA TECH INC NEW Industrials 25,429.0 $734K 0.01% -518.0 -2.0% $28.86 +28.2%
1227 WOR WORTHINGTON ENTERPRISES INC Industrials 13,673.0 $734K 0.01% -6K -29.5% $53.68 +5.9%
1228 EPAC ENERPAC TOOL GROUP CORP Industrials 20,478.0 $733K 0.01% -10K -32.9% $35.79 +4.1%
1229 BKH BLACK HILLS CORP Utilities 9,751.0 $725K 0.01% $74.35 -3.6%
1230 UGI UGI CORP NEW Utilities 21,007.0 $725K 0.01% -284.0 -1.3% $34.51 +8.9%
1231 NEO NEOGENOMICS INC Healthcare 49,710.0 $724K 0.01% -23K -31.9% $14.56 +16.6%
1232 NBHC NATIONAL BK HLDGS CORP Financial Services 16,270.0 $722K 0.01% -5K -21.7% $44.38 -5.7%
1233 PB PROSPERITY BANCSHARES INC Financial Services 9,882.0 $721K 0.01% +410.0 +4.3% $72.96 -0.3%
1234 AXTA AXALTA COATING SYS LTD Basic Materials 20,970.0 $717K 0.01% -164.0 -0.8% $34.19 +5.9%
1235 FLR FLUOR CORP Industrials 13,686.0 $717K 0.01% -2K -14.6% $52.39 +0.1%
1236 CCS CENTURY COMMUNITIES INC Consumer Cyclical 10,005.0 $716K 0.01% -5K -31.9% $71.56 -2.5%
1237 LIVN LIVANOVA PLC Healthcare 8,721.0 $716K 0.01% $82.10 -4.1%
1238 WLY WILEY JOHN & SONS INC Communication Services 14,766.0 $715K 0.01% -8K -34.9% $48.42 +6.5%
1239 WRLD WORLD ACCEP CORPORATION Financial Services 3,200.0 $715K 0.01% -75.0 -2.3% $223.44 -15.7%
1240 ADUS ADDUS HOMECARE CORP Healthcare 7,107.0 $714K 0.01% -3K -31.5% $100.46 +20.3%
Page 62 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%