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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 7 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMT LOCKHEED MARTIN CORP Industrials 24,842.0 $12.7M 0.13% -1K -4.0% $509.42 +19.2%
122 MDT MEDTRONIC PLC Healthcare 161,585.0 $12.6M 0.13% -6K -3.4% $78.23 +17.7%
123 VRT VERTIV HOLDINGS CO Industrials 37,636.0 $12.6M 0.12% NEW $334.81 -18.6%
124 CRM SALESFORCE INC Technology 80,154.0 $12.6M 0.12% -14K -15.0% $156.65 +25.2%
125 PGR PROGRESSIVE CORP Financial Services 57,254.0 $12.5M 0.12% -645.0 -1.1% $218.45 -5.1%
126 DELL DELL TECHNOLOGIES INC Technology 28,344.0 $12.2M 0.12% -2K -5.9% $431.45 +8.6%
127 LAZ LAZARD INC Financial Services 290,090.0 $12.2M 0.12% +109K +60.0% $41.93 +5.1%
128 OGE OGE ENERGY CORP Utilities 248,870.0 $12.1M 0.12% -27K -9.7% $48.66 -3.3%
129 SPGI S&P GLOBAL INC Financial Services 29,708.0 $12.1M 0.12% -1K -3.6% $407.23 +2.7%
130 PH PARKER-HANNIFIN CORP Industrials 12,355.0 $12.1M 0.12% -222.0 -1.8% $978.07 +6.5%
131 CB CHUBB LIMITED Financial Services 35,343.0 $12.0M 0.12% -1K -2.9% $340.72 +1.3%
132 SNX TD SYNNEX CORPORATION Technology 44,008.0 $11.8M 0.12% -4K -9.3% $267.31 -2.8%
133 DHR DANAHER CORP DEL Healthcare 61,720.0 $11.8M 0.12% -780.0 -1.2% $190.47 +4.8%
134 JBL JABIL INC Technology 30,268.0 $11.7M 0.12% -3K -8.0% $385.46 -12.2%
135 CSX CSX CORP Industrials 243,324.0 $11.6M 0.12% -10K -4.0% $47.53 +5.7%
136 AXS AXIS CAP HLDGS LTD Financial Services 105,576.0 $11.3M 0.11% -12K -10.5% $107.44 -6.2%
137 MCK MCKESSON CORP Healthcare 14,885.0 $11.2M 0.11% -836.0 -5.3% $755.53 +15.1%
138 WMS ADVANCED DRAIN SYS INC DEL Industrials 71,189.0 $11.2M 0.11% +48K +207.2% $156.95 -8.2%
139 HALO HALOZYME THERAPEUTICS INC Healthcare 142,422.0 $11.1M 0.11% +76K +112.9% $78.26 +34.0%
140 ESS ESSEX PPTY TR INC Real Estate 38,218.0 $11.1M 0.11% +276.0 +0.7% $291.56 -2.7%
Page 7 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%