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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 18 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 STT STATE STR CORP Financial Services 27,822.0 $3.6M 0.04% -3K -8.7% $129.00 +19.3%
342 AVT AVNET INC Technology 74,569.0 $3.6M 0.04% -832.0 -1.1% $48.06 +78.7%
343 PAYX PAYCHEX INC Industrials 31,869.0 $3.6M 0.04% -3K -7.9% $112.18 -13.5%
344 MLI MUELLER INDS INC Industrials 31,055.0 $3.6M 0.04% -1K -3.3% $114.80 +16.2%
345 BLOCK INC 54,757.0 $3.6M 0.04% -4K -7.5% $65.09
346 CROX CROCS INC Consumer Cyclical 41,214.0 $3.5M 0.04% -670.0 -1.6% $85.50 +29.2%
347 SYY SYSCO CORP Consumer Defensive 47,689.0 $3.5M 0.04% -3K -6.4% $73.69 +3.5%
348 NDSN NORDSON CORP Industrials 14,575.0 $3.5M 0.04% -545.0 -3.6% $240.34 +20.6%
349 KEYS KEYSIGHT TECHNOLOGIES INC Technology 17,208.0 $3.5M 0.04% -2K -8.5% $203.16 +70.6%
350 RMD RESMED INC Healthcare 14,481.0 $3.5M 0.04% -1K -7.7% $240.87 -13.6%
351 BR BROADRIDGE FINL SOLUTIONS IN Technology 15,615.0 $3.5M 0.04% -915.0 -5.5% $223.12 -32.6%
352 CF CF INDS HLDGS INC Basic Materials 44,657.0 $3.5M 0.04% -2K -4.6% $77.30 +57.4%
353 ACGL ARCH CAP GROUP LTD Financial Services 35,972.0 $3.5M 0.04% -5K -11.5% $95.91 +0.4%
354 HSY HERSHEY CO Consumer Defensive 18,888.0 $3.4M 0.04% -1K -5.8% $181.91 +7.1%
355 MCHP MICROCHIP TECHNOLOGY INC. Technology 53,870.0 $3.4M 0.04% -4K -7.1% $63.71 +46.7%
356 VNO VORNADO RLTY TR Real Estate 103,148.0 $3.4M 0.04% -570.0 -0.6% $33.26 -3.9%
357 FIS FIDELITY NATL INFORMATION SV Technology 51,467.0 $3.4M 0.04% -6K -9.9% $66.45 -34.5%
358 WEC WEC ENERGY GROUP INC Utilities 32,195.0 $3.4M 0.04% -2K -6.5% $105.45 +7.5%
359 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 72,727.0 $3.4M 0.04% -2K -2.3% $46.67 -8.8%
360 KRG KITE RLTY GROUP TR Real Estate 140,771.0 $3.4M 0.04% -3K -1.8% $23.95 +12.8%
Page 18 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%