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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 27 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TTD THE TRADE DESK INC Technology 43,511.0 $1.7M 0.02% -5K -9.5% $37.94 -44.6%
522 DOW DOW INC Basic Materials 70,414.0 $1.6M 0.02% -7K -9.1% $23.38 +53.6%
523 TRU TRANSUNION Industrials 19,165.0 $1.6M 0.02% -2K -8.4% $85.73 -19.6%
524 APTIV PLC 21,485.0 $1.6M 0.02% -2K -8.4% $76.05
525 NVT NVENT ELECTRIC PLC Industrials 16,024.0 $1.6M 0.02% -1K -7.5% $101.91 +60.5%
526 H HYATT HOTELS CORP Consumer Cyclical 10,170.0 $1.6M 0.02% -460.0 -4.3% $160.18 +9.6%
527 LBRT LIBERTY ENERGY INC Energy 87,496.0 $1.6M 0.02% -72K -45.1% $18.45 +78.2%
528 UNF UNIFIRST CORP MASS Industrials 8,362.0 $1.6M 0.02% -127.0 -1.5% $192.78 +37.1%
529 DAN DANA INC Consumer Cyclical 67,789.0 $1.6M 0.02% -6K -8.6% $23.75 +42.6%
530 INCY INCYTE CORP Healthcare 16,299.0 $1.6M 0.02% -1K -7.1% $98.72 -1.3%
531 MAT MATTEL INC Consumer Cyclical 81,149.0 $1.6M 0.02% -4K -4.8% $19.83 -24.5%
532 CIVITAS RESOURCES INC 58,640.0 $1.6M 0.02% -1K -2.3% $27.06
533 JLL JONES LANG LASALLE INC Real Estate 4,690.0 $1.6M 0.02% -490.0 -9.5% $336.46 -12.9%
534 J JACOBS SOLUTIONS INC Industrials 11,898.0 $1.6M 0.02% -965.0 -7.5% $132.46 -13.9%
535 TDC TERADATA CORP DEL Technology 51,534.0 $1.6M 0.02% -66K -56.2% $30.43 +8.8%
536 BWXT BWX TECHNOLOGIES INC Industrials 9,050.0 $1.6M 0.02% -755.0 -7.7% $172.82 +17.2%
537 XPO XPO INC Industrials 11,512.0 $1.6M 0.02% -1K -10.6% $135.86 +55.1%
538 ATI ATI INC Industrials 13,496.0 $1.5M 0.02% -1K -8.9% $114.70 +39.9%
539 LII LENNOX INTL INC Industrials 3,186.0 $1.5M 0.02% -245.0 -7.1% $485.56 -1.0%
540 CRS CARPENTER TECHNOLOGY CORP Industrials 4,900.0 $1.5M 0.02% -430.0 -8.1% $314.69 +39.3%
Page 27 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%