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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 4 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND Technology 75,331.0 $20.2M 0.21% -5K -6.4% $268.30 -33.7%
62 DIS DISNEY WALT CO Communication Services 177,338.0 $20.2M 0.21% -15K -8.0% $113.77 -9.0%
63 ISRG INTUITIVE SURGICAL INC Healthcare 35,100.0 $19.9M 0.21% -3K -8.3% $566.35 -22.3%
64 GILD GILEAD SCIENCES INC Healthcare 160,773.0 $19.7M 0.21% -9K -5.4% $122.73 +6.3%
65 LIN LINDE PLC Basic Materials 46,202.0 $19.7M 0.21% -4K -7.9% $426.39 +20.7%
66 ADBE ADOBE INC Technology 54,191.0 $19.0M 0.20% -4K -7.3% $349.97 -30.3%
67 APP APPLOVIN CORP Technology 26,510.0 $17.9M 0.19% -2K -8.4% $673.78 -27.9%
68 KLAC KLA CORP Technology 14,600.0 $17.7M 0.19% -1K -6.4% $1215.00 +51.6%
69 GEV GE VERNOVA INC Utilities 27,080.0 $17.7M 0.19% -3K -9.0% $653.55 +59.7%
70 BA BOEING CO Industrials 80,262.0 $17.4M 0.18% -1K -1.4% $217.10 +1.2%
71 PFE PFIZER INC Healthcare 696,922.0 $17.4M 0.18% -34K -4.6% $24.90 +4.2%
72 CMCSA COMCAST CORP NEW Communication Services 575,293.0 $17.2M 0.18% -30K -5.0% $29.89 -16.1%
73 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,202.0 $17.1M 0.18% -295.0 -8.4% $5355.09 -97.0%
74 CW CURTISS WRIGHT CORP Industrials 30,747.0 $16.9M 0.18% -445.0 -1.4% $551.21 +31.9%
75 UBER UBER TECHNOLOGIES INC Technology 206,603.0 $16.9M 0.18% -18K -7.8% $81.71 -8.7%
76 NEE NEXTERA ENERGY INC Utilities 206,899.0 $16.6M 0.18% -14K -6.3% $80.28 +11.7%
77 SCHW SCHWAB CHARLES CORP Financial Services 165,748.0 $16.6M 0.18% -18K -9.6% $99.90 -9.8%
78 MO ALTRIA GROUP INC Consumer Defensive 286,170.0 $16.5M 0.17% -14K -4.5% $57.66 +27.8%
79 EXR EXTRA SPACE STORAGE INC Real Estate 125,195.0 $16.3M 0.17% -760.0 -0.6% $130.20 +10.5%
80 INTC INTEL CORP Technology 441,766.0 $16.3M 0.17% -29K -6.1% $36.90 +221.1%
Page 4 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%