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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 19 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ZM ZOOM COMMUNICATIONS INC Technology 39,000.0 $3.4M 0.04% -6K -13.3% $86.28 +22.4%
362 SEALED AIR CORP NEW 81,223.0 $3.4M 0.04% -45K -35.6% $41.42
363 WMS ADVANCED DRAIN SYS INC DEL Industrials 23,173.0 $3.4M 0.04% -650.0 -2.7% $144.78 -8.1%
364 SANDISK CORP 14,120.0 $3.4M 0.04% -55K -79.7% $237.25
365 HR HEALTHCARE RLTY TR Real Estate 196,965.0 $3.3M 0.04% -1K -0.7% $16.94 +20.2%
366 NTAP NETAPP INC Technology 31,014.0 $3.3M 0.04% -2K -5.3% $107.05 +30.2%
367 EQT EQT CORP Energy 61,779.0 $3.3M 0.04% -6K -8.5% $53.59 +8.1%
368 EVRG EVERGY INC Utilities 45,631.0 $3.3M 0.04% -2K -3.6% $72.47 +15.8%
369 KVUE KENVUE INC Consumer Defensive 191,327.0 $3.3M 0.04% -16K -7.6% $17.25 +1.6%
370 CCL CARNIVAL CORP Consumer Cyclical 107,986.0 $3.3M 0.04% -9K -7.6% $30.53 -14.9%
371 FIX COMFORT SYS USA INC Industrials 3,526.0 $3.3M 0.04% -270.0 -7.1% $933.07 +95.9%
372 SCI SERVICE CORP INTL Consumer Cyclical 42,137.0 $3.3M 0.04% -1K -2.5% $77.94 -0.7%
373 XYL XYLEM INC Industrials 24,064.0 $3.3M 0.04% -2K -7.5% $136.18 -19.0%
374 CIEN CIENA CORP Technology 13,950.0 $3.3M 0.04% -1K -8.2% $233.84 +149.6%
375 AEE AMEREN CORP Utilities 32,595.0 $3.3M 0.04% -2K -6.0% $99.83 +11.5%
376 LEA LEAR CORP Consumer Cyclical 28,218.0 $3.2M 0.03% -420.0 -1.5% $114.57 +22.0%
377 CNXC CONCENTRIX CORP Technology 76,955.0 $3.2M 0.03% -460.0 -0.6% $41.56 -36.6%
378 NYT NEW YORK TIMES CO Communication Services 46,071.0 $3.2M 0.03% -2K -3.4% $69.39 +8.0%
379 HII HUNTINGTON INGALLS INDS INC Industrials 9,323.0 $3.2M 0.03% -370.0 -3.8% $340.02 -5.7%
380 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 9,494.0 $3.1M 0.03% -915.0 -8.8% $328.52 -21.6%
Page 19 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%