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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 29 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PEB PEBBLEBROOK HOTEL TR Real Estate 121,718.0 $1.4M 0.01% -1K -0.9% $11.31 +31.4%
562 TKO TKO GROUP HOLDINGS INC Communication Services 6,579.0 $1.4M 0.01% -965.0 -12.8% $209.00 -7.0%
563 NTNX NUTANIX INC Technology 26,495.0 $1.4M 0.01% -2K -7.9% $51.67 -13.5%
564 ALLE ALLEGION PLC Industrials 8,564.0 $1.4M 0.01% -640.0 -7.0% $159.15 -17.9%
565 EQH EQUITABLE HLDGS INC Financial Services 28,584.0 $1.4M 0.01% -4K -11.3% $47.65 -10.8%
566 AA ALCOA CORP Basic Materials 25,585.0 $1.4M 0.01% -2K -8.3% $53.12 +24.8%
567 NXT NEXTPOWER INC Technology 15,379.0 $1.3M 0.01% -521.0 -3.3% $87.07 +39.0%
568 ITT ITT INC Industrials 7,716.0 $1.3M 0.01% -810.0 -9.5% $173.41 +11.1%
569 IEX IDEX CORP Industrials 7,481.0 $1.3M 0.01% -585.0 -7.2% $177.92 +15.6%
570 CSL CARLISLE COS INC Industrials 4,154.0 $1.3M 0.01% -510.0 -10.9% $319.69 +4.0%
571 RPM RPM INTL INC Basic Materials 12,734.0 $1.3M 0.01% -1K -7.8% $103.97 -5.3%
572 SJM SMUCKER J M CO Consumer Defensive 13,535.0 $1.3M 0.01% -17K -56.0% $97.75 +2.8%
573 MTZ MASTEC INC Industrials 6,078.0 $1.3M 0.01% -505.0 -7.7% $217.34 +78.9%
574 MAS MASCO CORP Industrials 20,794.0 $1.3M 0.01% -2K -9.2% $63.43 +5.9%
575 EVR EVERCORE INC Financial Services 3,848.0 $1.3M 0.01% -320.0 -7.7% $340.18 +1.8%
576 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,577.0 $1.3M 0.01% -610.0 -8.5% $197.96 +12.0%
577 TOL TOLL BROTHERS INC Consumer Cyclical 9,598.0 $1.3M 0.01% -1K -10.6% $135.13 +0.9%
578 TTC TORO CO Industrials 16,348.0 $1.3M 0.01% -945.0 -5.5% $78.66 +13.3%
579 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,078.0 $1.3M 0.01% -340.0 -9.9% $416.50 -24.0%
580 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 16,901.0 $1.3M 0.01% -1K -6.1% $75.85 -27.9%
Page 29 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%