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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 30 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RNR RENAISSANCERE HLDGS LTD Financial Services 4,556.0 $1.3M 0.01% -440.0 -8.8% $280.95 +7.9%
582 ALLY ALLY FINL INC Financial Services 27,798.0 $1.3M 0.01% -2K -8.2% $45.26 -5.5%
583 FBK FB FINL CORP Financial Services 22,483.0 $1.3M 0.01% -511.0 -2.2% $55.73 -5.6%
584 ENTG ENTEGRIS INC Technology 14,820.0 $1.2M 0.01% -1K -9.1% $84.21 +56.0%
585 ACM AECOM Industrials 13,043.0 $1.2M 0.01% -1K -9.9% $95.30 -26.4%
586 AKAM AKAMAI TECHNOLOGIES INC Technology 14,237.0 $1.2M 0.01% -1K -7.6% $87.24 +67.6%
587 VRE VERIS RESIDENTIAL INC Real Estate 83,694.0 $1.2M 0.01% -863.0 -1.0% $14.84 +28.0%
588 MEDP MEDPACE HLDGS INC Healthcare 2,207.0 $1.2M 0.01% -220.0 -9.1% $561.40 -23.4%
589 CLX CLOROX CO DEL Consumer Defensive 12,141.0 $1.2M 0.01% -900.0 -6.9% $100.82 -5.6%
590 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 5,029.0 $1.2M 0.01% -460.0 -8.4% $242.79 +0.3%
591 CPB THE CAMPBELLS COMPANY Consumer Defensive 43,398.0 $1.2M 0.01% -2K -3.7% $27.84 -28.0%
592 PEN PENUMBRA INC Healthcare 3,830.0 $1.2M 0.01% -435.0 -10.2% $310.70 +5.5%
593 RXO RXO INC Industrials 93,879.0 $1.2M 0.01% -163K -63.5% $12.62 +88.9%
594 WCC WESCO INTL INC Industrials 4,837.0 $1.2M 0.01% -485.0 -9.1% $244.57 +43.1%
595 FHN FIRST HORIZON CORPORATION Financial Services 49,048.0 $1.2M 0.01% -6K -10.6% $23.89 +0.9%
596 CACI CACI INTL INC Technology 2,197.0 $1.2M 0.01% -26K -92.3% $532.54 -8.0%
597 WSO WATSCO INC Industrials 3,467.0 $1.2M 0.01% -350.0 -9.2% $336.89 +14.7%
598 CCK CROWN HLDGS INC Consumer Cyclical 11,330.0 $1.2M 0.01% -965.0 -7.8% $102.91 -6.3%
599 SOLV SOLVENTUM CORP Healthcare 14,704.0 $1.2M 0.01% -1K -6.8% $79.23 -3.9%
600 BLD TOPBUILD CORP Industrials 2,790.0 $1.2M 0.01% -270.0 -8.8% $416.85 -1.4%
Page 30 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%