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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 14 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FORTINET INC 62,908.0 $5.0M 0.05% -7K -9.7% $79.40
262 D DOMINION ENERGY INC Utilities 84,799.0 $5.0M 0.05% -6K -6.9% $58.59 +16.6%
263 IJR ISHARES TR 41,058.0 $4.9M 0.05% -2K -5.3% $120.15 +13.4%
264 DG DOLLAR GEN CORP NEW Consumer Defensive 37,080.0 $4.9M 0.05% -1K -3.8% $132.74 -20.9%
265 EW EDWARDS LIFESCIENCES CORP Healthcare 57,699.0 $4.9M 0.05% -5K -7.6% $85.24 -2.4%
266 VLO VALERO ENERGY CORP Energy 30,197.0 $4.9M 0.05% -3K -9.5% $162.76 +55.9%
267 DTM DT MIDSTREAM INC Energy 40,831.0 $4.9M 0.05% -870.0 -2.1% $119.64 +24.7%
268 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 99,775.0 $4.9M 0.05% -950.0 -0.9% $48.93 -2.2%
269 CUBE CUBESMART Real Estate 134,452.0 $4.8M 0.05% -925.0 -0.7% $36.04 +11.3%
270 KR KROGER CO Consumer Defensive 77,374.0 $4.8M 0.05% -37K -32.2% $62.46 +7.4%
271 LEIDOS HOLDINGS INC 26,697.0 $4.8M 0.05% -1K -4.8% $180.36
272 ROP ROPER TECHNOLOGIES INC Industrials 10,718.0 $4.8M 0.05% -805.0 -7.0% $445.05 -26.1%
273 BRX BRIXMOR PPTY GROUP INC Real Estate 180,998.0 $4.7M 0.05% -2K -0.9% $26.21 +17.7%
274 CTVA CORTEVA INC Basic Materials 70,462.0 $4.7M 0.05% -6K -7.2% $67.03 +17.9%
275 SNA SNAP ON INC Industrials 13,664.0 $4.7M 0.05% -540.0 -3.8% $344.56 +4.5%
276 CBRE CBRE GROUP INC Real Estate 29,175.0 $4.7M 0.05% -2K -7.6% $160.79 -18.5%
277 USFD US FOODS HLDG CORP Consumer Defensive 62,147.0 $4.7M 0.05% -2K -3.8% $75.31 +7.7%
278 GDDY GODADDY INC Technology 37,517.0 $4.7M 0.05% -2K -4.0% $124.05 -26.2%
279 FAST FASTENAL CO Industrials 114,639.0 $4.6M 0.05% -9K -7.1% $40.13 +8.5%
280 OKE ONEOK INC NEW Energy 62,565.0 $4.6M 0.05% -5K -7.3% $73.49 +26.0%
Page 14 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%