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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 5 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP NEW Technology 120,462.0 $16.3M 0.17% -10K -8.0% $135.14 -7.6%
82 SPGI S&P GLOBAL INC Financial Services 30,804.0 $16.1M 0.17% -3K -8.7% $522.56 -20.2%
83 MDT MEDTRONIC PLC Healthcare 167,223.0 $16.1M 0.17% -10K -5.6% $96.06 -18.6%
84 AMP AMERIPRISE FINL INC Financial Services 32,191.0 $15.8M 0.17% -1K -3.2% $490.32 -8.1%
85 TXN TEXAS INSTRS INC Technology 90,138.0 $15.6M 0.17% -9K -9.3% $173.49 +75.7%
86 BLK BLACKROCK INC Financial Services 14,368.0 $15.4M 0.16% -1K -8.7% $1070.30 -0.6%
87 AVB AVALONBAY CMNTYS INC Real Estate 84,338.0 $15.3M 0.16% -857.0 -1.0% $181.28 +1.6%
88 VRTX VERTEX PHARMACEUTICALS INC Healthcare 32,915.0 $14.9M 0.16% -3K -8.2% $453.35 -5.1%
89 COP CONOCOPHILLIPS Energy 158,980.0 $14.9M 0.16% -81K -33.9% $93.61 +28.8%
90 TRV TRAVELERS COMPANIES INC Financial Services 50,205.0 $14.6M 0.15% -2K -3.5% $290.03 +5.8%
91 IRM IRON MTN INC DEL Real Estate 174,179.0 $14.4M 0.15% -1K -0.6% $82.94 +53.5%
92 DHR DANAHER CORPORATION Healthcare 62,500.0 $14.3M 0.15% -6K -8.2% $228.91 -24.3%
93 REGN REGENERON PHARMACEUTICALS Healthcare 18,303.0 $14.1M 0.15% -950.0 -4.9% $771.84 -15.8%
94 BSX BOSTON SCIENTIFIC CORP Healthcare 147,493.0 $14.1M 0.15% -11K -6.9% $95.35 -40.1%
95 BMY BRISTOL-MYERS SQUIBB CO Healthcare 258,405.0 $13.9M 0.15% -59K -18.7% $53.94 +10.4%
96 UNP UNION PAC CORP Industrials 58,712.0 $13.6M 0.14% -5K -7.8% $231.32 +14.9%
97 ANET ARISTA NETWORKS INC Technology 101,916.0 $13.4M 0.14% -9K -8.2% $131.03 +13.4%
98 ADI ANALOG DEVICES INC Technology 48,914.0 $13.3M 0.14% -5K -9.8% $271.19 +41.7%
99 PGR PROGRESSIVE CORP Financial Services 57,899.0 $13.2M 0.14% -5K -7.7% $227.71 -11.0%
100 MCK MCKESSON CORP Healthcare 15,721.0 $12.9M 0.14% -6K -28.8% $820.24 -6.6%
Page 5 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%