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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.8B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2081 New
Page 28 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HRB BLOCK H & R INC Consumer Cyclical 57,633.0 $2.9M 0.03% NEW $50.54 -25.0%
542 AWK AMERICAN WTR WKS CO INC NEW Utilities 20,824.0 $2.9M 0.03% NEW $139.17 -11.0%
543 WLY WILEY JOHN & SONS INC Communication Services 71,629.0 $2.9M 0.03% NEW $40.44 +2.3%
544 GIS GENERAL MLS INC Consumer Defensive 57,245.0 $2.9M 0.03% NEW $50.41 -33.6%
545 LEA LEAR CORP Consumer Cyclical 28,638.0 $2.9M 0.03% NEW $100.57 +37.7%
546 MC MOELIS & CO Financial Services 40,368.0 $2.9M 0.03% NEW $71.32 -7.9%
547 SBRA SABRA HEALTH CARE REIT INC Real Estate 153,991.0 $2.9M 0.03% NEW $18.62 +13.1%
548 SYF SYNCHRONY FINANCIAL Financial Services 40,362.0 $2.9M 0.03% NEW $71.03 +1.4%
549 ITRI ITRON INC Technology 23,005.0 $2.9M 0.03% NEW $124.54 -34.3%
550 MHK MOHAWK INDS INC Consumer Cyclical 22,213.0 $2.9M 0.03% NEW $128.89 -20.6%
551 PHM PULTE GROUP INC Consumer Cyclical 21,566.0 $2.8M 0.03% NEW $132.11 -12.0%
552 BOOT BOOT BARN HLDGS INC Consumer Cyclical 17,107.0 $2.8M 0.03% NEW $165.66 -6.7%
553 DXCM DEXCOM INC Healthcare 42,112.0 $2.8M 0.03% NEW $67.27 +6.9%
554 EAT BRINKER INTL INC Consumer Cyclical 22,367.0 $2.8M 0.03% NEW $126.66 +7.8%
555 VLTO VERALTO CORP Industrials 26,559.0 $2.8M 0.03% NEW $106.59 -19.1%
556 INSTALLED BLDG PRODS INC 11,481.0 $2.8M 0.03% NEW $246.58
557 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 104,656.0 $2.8M 0.03% NEW $27.02 +3.2%
558 ES EVERSOURCE ENERGY Utilities 39,685.0 $2.8M 0.03% NEW $71.14 -2.1%
559 EPR EPR PPTYS Real Estate 48,640.0 $2.8M 0.03% NEW $57.98 +1.3%
560 PSTG PURE STORAGE INC Technology 33,487.0 $2.8M 0.03% NEW $83.79 +0.0%
Page 28 of 105  ·  2,081 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 30.6%
Financial Services 11.7%
Consumer Cyclical 10.3%
Real Estate 9.5%
Communication Services 8.7%
Industrials 8.6%
Healthcare 8.4%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.2%