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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 3 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LOW LOWES COS INC Consumer Cyclical 114,950.0 $27.7M 0.29% -4K -3.5% $241.15 -9.9%
42 CAT CATERPILLAR INC Industrials 46,788.0 $26.8M 0.28% -4K -7.1% $572.86 +51.2%
43 AXP AMERICAN EXPRESS CO Financial Services 69,565.0 $25.7M 0.27% -5K -6.8% $369.94 -16.3%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 629,933.0 $25.7M 0.27% -32K -4.9% $40.73 +17.4%
45 CRM SALESFORCE INC Technology 94,257.0 $25.0M 0.27% -9K -8.3% $264.90 -33.4%
46 RTX RTX CORPORATION Industrials 134,902.0 $24.7M 0.26% -8K -5.6% $183.39 -4.7%
47 TJX TJX COS INC NEW Consumer Cyclical 160,782.0 $24.7M 0.26% -9K -5.1% $153.61 +3.6%
48 PEP PEPSICO INC Consumer Defensive 171,384.0 $24.6M 0.26% -15K -8.1% $143.51 +3.7%
49 T AT&T INC Communication Services 984,578.0 $24.5M 0.26% -61K -5.8% $24.84 +0.4%
50 PSA PUBLIC STORAGE OPER CO Real Estate 93,685.0 $24.3M 0.26% -639.0 -0.7% $259.48 +16.7%
51 COF CAPITAL ONE FINL CORP Financial Services 95,096.0 $23.0M 0.24% -7K -6.6% $242.36 -23.0%
52 CCI CROWN CASTLE INC Real Estate 257,740.0 $22.9M 0.24% -2K -0.8% $88.86 +3.6%
53 INTU INTUIT Technology 33,737.0 $22.3M 0.24% -2K -6.4% $662.39 -53.6%
54 MCD MCDONALDS CORP Consumer Cyclical 71,030.0 $21.7M 0.23% -5K -7.1% $305.62 -7.0%
55 TMO THERMO FISHER SCIENTIFIC INC Healthcare 37,241.0 $21.6M 0.23% -3K -7.9% $579.44 -22.0%
56 MS MORGAN STANLEY Financial Services 120,482.0 $21.4M 0.23% -10K -7.7% $177.52 +13.0%
57 LRCX LAM RESEARCH CORP Technology 124,253.0 $21.3M 0.23% -11K -8.2% $171.17 +76.6%
58 AMGN AMGEN INC Healthcare 64,375.0 $21.1M 0.22% -2K -2.4% $327.30 +3.1%
59 C CITIGROUP INC Financial Services 177,911.0 $20.8M 0.22% -20K -10.0% $116.69 +7.3%
60 AMAT APPLIED MATLS INC Technology 79,577.0 $20.4M 0.22% -6K -7.0% $256.98 +66.3%
Page 3 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%