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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 21 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AVY AVERY DENNISON CORP Industrials 15,471.0 $2.8M 0.03% -775.0 -4.8% $181.82 -12.2%
402 CHTR CHARTER COMMUNICATIONS INC N Communication Services 13,445.0 $2.8M 0.03% -1K -7.5% $208.70 -30.5%
403 RJF RAYMOND JAMES FINL INC Financial Services 17,459.0 $2.8M 0.03% -2K -8.9% $160.55 -5.7%
404 KEX KIRBY CORP Industrials 25,411.0 $2.8M 0.03% -595.0 -2.3% $110.15 +30.1%
405 FSLR FIRST SOLAR INC Energy 10,704.0 $2.8M 0.03% -1K -8.7% $261.21 -1.3%
406 FANG DIAMONDBACK ENERGY INC Energy 18,468.0 $2.8M 0.03% -2K -10.2% $150.31 +33.5%
407 CHRD CHORD ENERGY CORPORATION Energy 29,653.0 $2.7M 0.03% -545.0 -1.8% $92.67 +55.4%
408 EME EMCOR GROUP INC Industrials 4,467.0 $2.7M 0.03% -430.0 -8.8% $611.60 +38.8%
409 THG HANOVER INS GROUP INC Financial Services 14,932.0 $2.7M 0.03% -370.0 -2.4% $182.76 +6.8%
410 EHC ENCOMPASS HEALTH CORP Healthcare 25,259.0 $2.7M 0.03% -950.0 -3.6% $106.10 -1.1%
411 ATO ATMOS ENERGY CORP Utilities 15,955.0 $2.7M 0.03% -2K -9.1% $167.60 +6.1%
412 DOV DOVER CORP Industrials 13,677.0 $2.7M 0.03% -1K -7.3% $195.22 +7.5%
413 DTE DTE ENERGY CO Utilities 20,559.0 $2.7M 0.03% -2K -7.4% $128.95 +12.7%
414 COKE COCA COLA CONS INC Consumer Defensive 17,275.0 $2.6M 0.03% -22K -56.2% $153.23 +14.6%
415 EFX EQUIFAX INC Industrials 12,152.0 $2.6M 0.03% -1K -8.0% $216.92 -24.4%
416 TSCO TRACTOR SUPPLY CO Consumer Cyclical 52,509.0 $2.6M 0.03% -4K -7.6% $49.99 -36.7%
417 CBOE CBOE GLOBAL MKTS INC Financial Services 10,438.0 $2.6M 0.03% -995.0 -8.7% $250.91 +42.4%
418 KHC KRAFT HEINZ CO Consumer Defensive 107,825.0 $2.6M 0.03% -11K -9.0% $24.24 -1.9%
419 TPR TAPESTRY INC Consumer Cyclical 20,401.0 $2.6M 0.03% -2K -9.9% $127.74 +8.4%
420 EXPAND ENERGY CORPORATION 23,608.0 $2.6M 0.03% -2K -8.1% $110.34
Page 21 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%