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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 24 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AGO ASSURED GUARANTY LTD Financial Services 24,239.0 $2.2M 0.02% -19K -44.4% $89.81 -14.4%
462 DRI DARDEN RESTAURANTS INC Consumer Cyclical 11,591.0 $2.1M 0.02% -945.0 -7.5% $183.94 +10.6%
463 TWLO TWILIO INC Communication Services 14,980.0 $2.1M 0.02% -1K -8.7% $142.19 +32.1%
464 LUV SOUTHWEST AIRLS CO Industrials 51,324.0 $2.1M 0.02% -5K -8.5% $41.33 -1.1%
465 TSN TYSON FOODS INC Consumer Defensive 36,013.0 $2.1M 0.02% -20K -35.2% $58.59 +11.0%
466 CMS CMS ENERGY CORP Utilities 30,167.0 $2.1M 0.02% -2K -5.9% $69.91 +6.6%
467 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 23,087.0 $2.1M 0.02% -1K -4.4% $90.01 -3.7%
468 COOPER COS INC 25,226.0 $2.1M 0.02% -9K -26.6% $81.94
469 PSTG PURE STORAGE INC Technology 30,742.0 $2.1M 0.02% -3K -8.2% $67.01 +28.7%
470 SATS ECHOSTAR CORP Technology 18,840.0 $2.0M 0.02% -675.0 -3.5% $108.65 +14.3%
471 SMURFIT WESTROCK PLC 52,075.0 $2.0M 0.02% -5K -8.8% $38.66
472 CHD CHURCH & DWIGHT CO INC Consumer Defensive 23,896.0 $2.0M 0.02% -2K -8.0% $83.82 +14.8%
473 CTRA COTERRA ENERGY INC Energy 75,863.0 $2.0M 0.02% -6K -7.6% $26.31 +23.8%
474 GNW GENWORTH FINL INC Financial Services 220,768.0 $2.0M 0.02% -2K -1.1% $9.03 +0.5%
475 EXPD EXPEDITORS INTL WASH INC Industrials 13,278.0 $2.0M 0.02% -1K -8.6% $148.97 +6.4%
476 NI NISOURCE INC Utilities 47,376.0 $2.0M 0.02% -3K -6.0% $41.75 +14.6%
477 LVS LAS VEGAS SANDS CORP Consumer Cyclical 30,365.0 $2.0M 0.02% -3K -8.9% $65.07 -24.0%
478 WST WEST PHARMACEUTICAL SVSC INC Healthcare 7,175.0 $2.0M 0.02% -685.0 -8.7% $275.12 +15.0%
479 PODD INSULET CORP Healthcare 6,938.0 $2.0M 0.02% -620.0 -8.2% $284.23 -45.5%
480 ILMN ILLUMINA INC Healthcare 14,994.0 $2.0M 0.02% -1K -8.4% $131.12 +10.1%
Page 24 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%