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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 7 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SBUX STARBUCKS CORP Consumer Cyclical 132,914.0 $11.2M 0.12% -9K -6.5% $84.20 +26.5%
122 PH PARKER-HANNIFIN CORP Industrials 12,577.0 $11.1M 0.12% -1K -9.9% $878.91 -2.2%
123 NEM NEWMONT CORP Basic Materials 107,704.0 $10.8M 0.11% -10K -8.2% $99.85 +8.5%
124 SNPS SYNOPSYS INC Technology 22,747.0 $10.7M 0.11% -5K -19.4% $469.69 +6.2%
125 DCI DONALDSON INC Industrials 119,692.0 $10.6M 0.11% -1K -1.0% $88.65 -6.8%
126 GD GENERAL DYNAMICS CORP Industrials 31,264.0 $10.5M 0.11% -2K -5.4% $336.62 +0.6%
127 PTC PTC INC Technology 59,746.0 $10.4M 0.11% -1K -2.0% $174.19 -15.1%
128 ADP AUTOMATIC DATA PROCESSING IN Industrials 40,128.0 $10.3M 0.11% -3K -7.7% $257.23 -14.4%
129 WY WEYERHAEUSER CO MTN BE Real Estate 429,982.0 $10.2M 0.11% -3K -0.6% $23.69 -1.9%
130 GM GENERAL MTRS CO Consumer Cyclical 123,353.0 $10.0M 0.11% -40K -24.5% $81.31 -5.0%
131 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 28,188.0 $9.9M 0.10% -9K -23.7% $350.50 +11.2%
132 CME CME GROUP INC Financial Services 35,743.0 $9.8M 0.10% -3K -7.5% $273.06 +5.9%
133 TMUS T-MOBILE US INC Communication Services 47,905.0 $9.7M 0.10% -4K -7.3% $203.03 -6.3%
134 MAA MID-AMER APT CMNTYS INC Real Estate 69,139.0 $9.6M 0.10% -376.0 -0.5% $138.89 -6.4%
135 AON AON PLC Financial Services 27,065.0 $9.6M 0.10% -2K -7.5% $352.85 -8.1%
136 SO SOUTHERN CO Utilities 109,506.0 $9.5M 0.10% -8K -6.8% $87.19 +7.4%
137 G GENPACT LIMITED Technology 203,627.0 $9.5M 0.10% -1K -0.7% $46.77 -31.6%
138 UPS UNITED PARCEL SERVICE INC Industrials 94,136.0 $9.3M 0.10% -24K -20.3% $99.18 -0.3%
139 CI THE CIGNA GROUP Healthcare 33,497.0 $9.2M 0.10% -3K -7.1% $275.19 +2.5%
140 CSX CSX CORP Industrials 253,569.0 $9.2M 0.10% -15K -5.6% $36.25 +26.6%
Page 7 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%