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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 17 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IQVIA HLDGS INC 17,015.0 $3.8M 0.04% -2K -8.4% $225.39
322 HIG HARTFORD INSURANCE GROUP INC Financial Services 27,743.0 $3.8M 0.04% -3K -9.7% $137.76 -1.3%
323 ULTA ULTA BEAUTY INC Consumer Cyclical 6,319.0 $3.8M 0.04% -455.0 -6.7% $604.84 -14.8%
324 DOCU DOCUSIGN INC Technology 55,545.0 $3.8M 0.04% -2K -3.5% $68.38 -27.6%
325 DELL DELL TECHNOLOGIES INC Technology 30,131.0 $3.8M 0.04% -3K -9.0% $125.85 +134.6%
326 KDP KEURIG DR PEPPER INC Consumer Defensive 134,772.0 $3.8M 0.04% -10K -7.2% $28.00 +4.0%
327 ESAB ESAB CORPORATION Industrials 33,668.0 $3.8M 0.04% -570.0 -1.7% $111.71 -17.8%
328 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 41,777.0 $3.8M 0.04% -1K -3.3% $89.91 -5.1%
329 VMC VULCAN MATLS CO Basic Materials 13,134.0 $3.7M 0.04% -1K -7.3% $285.21 -8.6%
330 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,985.0 $3.7M 0.04% -465.0 -7.2% $622.56 -13.8%
331 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 45,338.0 $3.7M 0.04% -4K -7.2% $82.01 -21.7%
332 WFRD WEATHERFORD INTL PLC Energy 47,460.0 $3.7M 0.04% -760.0 -1.6% $78.23 +39.1%
333 NUE NUCOR CORP Basic Materials 22,655.0 $3.7M 0.04% -2K -9.7% $163.10 +42.2%
334 JXN JACKSON FINANCIAL INC Financial Services 34,610.0 $3.7M 0.04% -490.0 -1.4% $106.65 +0.3%
335 MORN MORNINGSTAR INC Financial Services 16,948.0 $3.7M 0.04% -300.0 -1.7% $217.25 -17.3%
336 GNRC GENERAC HLDGS INC Industrials 26,863.0 $3.7M 0.04% -425.0 -1.6% $136.32 +98.2%
337 WAB WABTEC Industrials 17,133.0 $3.7M 0.04% -2K -8.3% $213.45 +20.1%
338 JKHY HENRY JACK & ASSOC INC Technology 19,989.0 $3.6M 0.04% -570.0 -2.8% $182.45 -23.2%
339 UAL UNITED AIRLS HLDGS INC Industrials 32,136.0 $3.6M 0.04% -3K -7.4% $111.81 -10.6%
340 PNFP PINNACLE FINL PARTNERS INC Financial Services 37,642.0 $3.6M 0.04% -640.0 -1.7% $95.40 +1.8%
Page 17 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%