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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 11 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RL RALPH LAUREN CORP Consumer Cyclical 18,888.0 $6.7M 0.07% -290.0 -1.5% $353.56 -6.9%
202 UHS UNIVERSAL HLTH SVCS INC Healthcare 30,541.0 $6.7M 0.07% -485.0 -1.6% $218.00 -24.6%
203 APOS APOLLO GLOBAL MGMT INC Financial Services 45,947.0 $6.7M 0.07% -4K -7.2% $144.75 -81.9%
204 AFL AFLAC INC Financial Services 60,210.0 $6.6M 0.07% -17K -22.3% $110.25 +6.9%
205 TEL TE CONNECTIVITY PLC Technology 29,156.0 $6.6M 0.07% -3K -8.1% $227.50 -11.5%
206 ECL ECOLAB INC Basic Materials 25,249.0 $6.6M 0.07% -2K -7.4% $262.51 -4.7%
207 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 23,060.0 $6.6M 0.07% -3K -10.3% $287.21 +12.4%
208 DOC HEALTHPEAK PROPERTIES INC Real Estate 411,381.0 $6.6M 0.07% -3K -0.6% $16.08 +22.2%
209 L LOEWS CORP Financial Services 61,722.0 $6.5M 0.07% -1K -2.1% $105.29 +3.7%
210 LAMR LAMAR ADVERTISING CO NEW Real Estate 51,264.0 $6.5M 0.07% -1K -2.2% $126.54 +20.6%
211 ITW ILLINOIS TOOL WKS INC Industrials 26,275.0 $6.5M 0.07% -2K -7.5% $246.28 +1.5%
212 NSC NORFOLK SOUTHN CORP Industrials 22,226.0 $6.4M 0.07% -2K -9.4% $288.72 +7.9%
213 LECO LINCOLN ELEC HLDGS INC Industrials 26,456.0 $6.3M 0.07% -595.0 -2.2% $239.61 +8.5%
214 OSK OSHKOSH CORP Industrials 50,279.0 $6.3M 0.07% -615.0 -1.2% $125.60 +1.2%
215 EA ELECTRONIC ARTS INC Communication Services 30,779.0 $6.3M 0.07% -2K -6.9% $204.30 -1.2%
216 TFC TRUIST FINL CORP Financial Services 127,238.0 $6.3M 0.07% -14K -9.7% $49.21 -2.5%
217 ADSK AUTODESK INC Technology 21,110.0 $6.2M 0.07% -2K -9.8% $295.97 -18.8%
218 CAH CARDINAL HEALTH INC Healthcare 30,372.0 $6.2M 0.07% -24K -44.5% $205.45 -2.4%
219 PWR QUANTA SVCS INC Industrials 14,772.0 $6.2M 0.07% -2K -9.3% $422.01 +68.2%
220 IDA IDACORP INC Utilities 49,191.0 $6.2M 0.07% -400.0 -0.8% $126.53 +11.9%
Page 11 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%