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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.4B AUM 3,587 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 170 New 732 Added 871 Reduced 47 Exited
Page 10 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HPE HEWLETT PACKARD ENTERPRISE C Technology 305,081.0 $7.3M 0.08% -11K -3.3% $24.02 +41.4%
182 WMB WILLIAMS COS INC Energy 121,593.0 $7.3M 0.08% -10K -7.4% $60.10 +29.6%
183 MPC MARATHON PETE CORP Energy 44,855.0 $7.3M 0.08% -3K -6.0% $162.61 +52.8%
184 SNX TD SYNNEX CORPORATION Technology 48,498.0 $7.3M 0.08% -710.0 -1.4% $150.21 +53.6%
185 JCI JOHNSON CTLS INTL PLC Industrials 60,837.0 $7.3M 0.08% -9K -13.5% $119.75 +13.1%
186 ON ON SEMICONDUCTOR CORP Technology 133,105.0 $7.2M 0.08% -4K -3.1% $54.15 +102.4%
187 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 42,012.0 $7.1M 0.08% -16K -27.1% $170.00 +40.8%
188 WBD WARNER BROS DISCOVERY INC Communication Services 247,649.0 $7.1M 0.08% -17K -6.6% $28.82 -4.9%
189 CASY CASEYS GEN STORES INC Consumer Cyclical 12,865.0 $7.1M 0.08% -260.0 -2.0% $552.66 +49.2%
190 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 25,299.0 $7.1M 0.07% -2K -6.4% $278.90 -9.0%
191 CMI CUMMINS INC Industrials 13,756.0 $7.0M 0.07% -1K -7.1% $510.40 +25.2%
192 TKR TIMKEN CO Industrials 82,946.0 $7.0M 0.07% -507.0 -0.6% $84.11 +39.3%
193 CPT CAMDEN PPTY TR Real Estate 62,609.0 $6.9M 0.07% -1K -2.3% $110.05 -3.5%
194 MDLZ MONDELEZ INTL INC Consumer Defensive 127,763.0 $6.9M 0.07% -11K -7.8% $53.83 +14.3%
195 MAR MARRIOTT INTL INC NEW Consumer Cyclical 22,153.0 $6.9M 0.07% -2K -8.3% $310.21 +19.5%
196 URI UNITED RENTALS INC Industrials 8,427.0 $6.8M 0.07% -610.0 -6.8% $809.18 +15.7%
197 GLW CORNING INC Technology 77,486.0 $6.8M 0.07% -6K -7.1% $87.55 +119.2%
198 CRUS CIRRUS LOGIC INC Technology 56,759.0 $6.7M 0.07% -368.0 -0.6% $118.48 +40.6%
199 THC TENET HEALTHCARE CORP Healthcare 33,784.0 $6.7M 0.07% -645.0 -1.9% $198.70 -5.7%
200 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13,732.0 $6.7M 0.07% -675.0 -4.7% $487.18 +15.8%
Page 10 of 44  ·  871 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 30.1%
Financial Services 11.6%
Consumer Cyclical 10.4%
Real Estate 9.6%
Communication Services 9.1%
Healthcare 9.0%
Industrials 8.3%
Consumer Defensive 4.5%
Energy 3.2%
Utilities 2.2%