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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 13 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PYPL PAYPAL HLDGS INC Financial Services 93,054.0 $5.4M 0.06% -11K -10.9% $58.37 -24.2%
242 AME AMETEK INC Industrials 26,354.0 $5.4M 0.06% -2K -6.3% $205.28 +9.4%
243 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 70,512.0 $5.4M 0.06% -6K -7.7% $76.67 +13.2%
244 NXPI NXP SEMICONDUCTORS N V Technology 24,854.0 $5.4M 0.06% -2K -7.9% $217.03 +45.8%
245 ALL ALLSTATE CORP Financial Services 25,907.0 $5.4M 0.06% -2K -8.1% $208.13 +4.1%
246 BKR BAKER HUGHES COMPANY Energy 117,777.0 $5.4M 0.06% -9K -7.1% $45.53 +45.1%
247 REXR REXFORD INDL RLTY INC Real Estate 138,350.0 $5.4M 0.06% -3K -2.1% $38.71 -6.5%
248 KMI KINDER MORGAN INC DEL Energy 194,548.0 $5.3M 0.06% -15K -7.1% $27.49 +22.9%
249 IDXX IDEXX LABS INC Healthcare 7,900.0 $5.3M 0.06% -655.0 -7.7% $676.46 -17.3%
250 ED CONSOLIDATED EDISON INC Utilities 52,897.0 $5.3M 0.06% -3K -4.8% $99.31 +9.3%
251 UNM UNUM GROUP Financial Services 67,398.0 $5.2M 0.06% -2K -2.5% $77.49 +9.1%
252 TRGP TARGA RES CORP Energy 28,094.0 $5.2M 0.06% -2K -5.9% $184.45 +50.0%
253 PSX PHILLIPS 66 Energy 40,005.0 $5.2M 0.06% -3K -7.7% $129.03 +37.7%
254 VST VISTRA CORP Utilities 31,998.0 $5.2M 0.06% -2K -6.7% $161.32 -3.1%
255 AMG AFFILIATED MANAGERS GROUP IN Financial Services 17,795.0 $5.1M 0.06% -320.0 -1.8% $288.23 +4.8%
256 COIN COINBASE GLOBAL INC Financial Services 22,457.0 $5.1M 0.05% -2K -7.4% $226.12 -18.2%
257 F FORD MTR CO Consumer Cyclical 386,435.0 $5.1M 0.05% -35K -8.4% $13.12 +13.8%
258 FRT FEDERAL RLTY INVT TR NEW Real Estate 49,865.0 $5.0M 0.05% -380.0 -0.8% $100.77 +18.8%
259 AMKR AMKOR TECHNOLOGY INC Technology 126,843.0 $5.0M 0.05% -26K -17.0% $39.47 +66.6%
260 WSM WILLIAMS SONOMA INC Consumer Cyclical 28,006.0 $5.0M 0.05% -1K -4.1% $178.57 +7.8%
Page 13 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%