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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 22 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NXST NEXSTAR MEDIA GROUP INC Communication Services 12,790.0 $2.6M 0.03% -196.0 -1.5% $202.97 -7.0%
422 LITE LUMENTUM HLDGS INC Technology 7,033.0 $2.6M 0.03% -505.0 -6.7% $368.55 +156.9%
423 EL LAUDER ESTEE COS INC Consumer Defensive 24,595.0 $2.6M 0.03% -595.0 -2.4% $104.70 -15.6%
424 DXCM DEXCOM INC Healthcare 38,777.0 $2.6M 0.03% -3K -7.9% $66.35 +8.7%
425 KRC KILROY RLTY CORP Real Estate 68,796.0 $2.6M 0.03% -405.0 -0.6% $37.34 -9.0%
426 PPL PPL CORP Utilities 73,295.0 $2.6M 0.03% -6K -7.4% $35.01 +3.7%
427 NTRS NORTHERN TR CORP Financial Services 18,765.0 $2.6M 0.03% -2K -8.9% $136.58 +22.8%
428 CINF CINCINNATI FINL CORP Financial Services 15,541.0 $2.5M 0.03% -1K -7.1% $163.31 +2.9%
429 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 9,769.0 $2.5M 0.03% -3K -24.1% $258.57 +36.9%
430 AWK AMERICAN WTR WKS CO INC NEW Utilities 19,329.0 $2.5M 0.03% -1K -7.2% $130.48 -4.0%
431 CNC CENTENE CORP DEL Healthcare 61,180.0 $2.5M 0.03% -49K -44.6% $41.14 +43.7%
432 ES EVERSOURCE ENERGY Utilities 37,210.0 $2.5M 0.03% -2K -6.2% $67.32 +4.0%
433 PNW PINNACLE WEST CAP CORP Utilities 28,143.0 $2.5M 0.03% -840.0 -2.9% $88.65 +16.1%
434 CFG CITIZENS FINL GROUP INC Financial Services 42,669.0 $2.5M 0.03% -4K -8.1% $58.40 +7.7%
435 CNP CENTERPOINT ENERGY INC Utilities 64,813.0 $2.5M 0.03% -5K -7.4% $38.33 +11.8%
436 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6,299.0 $2.5M 0.03% -81.0 -1.3% $393.24 -17.1%
437 STE STERIS PLC Healthcare 9,741.0 $2.5M 0.03% -740.0 -7.1% $253.46 -14.6%
438 GIS GENERAL MLS INC Consumer Defensive 52,970.0 $2.5M 0.03% -4K -7.5% $46.50 -27.5%
439 VLTO VERALTO CORP Industrials 24,609.0 $2.5M 0.03% -2K -7.3% $99.76 -13.0%
440 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 103,972.0 $2.4M 0.03% -684.0 -0.7% $23.38 +21.8%
Page 22 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%