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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 9 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WM WASTE MGMT INC DEL Industrials 36,934.0 $8.1M 0.09% -3K -6.9% $219.69 -0.0%
162 BK BANK NEW YORK MELLON CORP Financial Services 69,389.0 $8.1M 0.09% -6K -8.4% $116.08 +19.7%
163 ROST ROSS STORES INC Consumer Cyclical 44,484.0 $8.0M 0.09% -3K -5.6% $180.11 +18.1%
164 FDX FEDEX CORP Industrials 27,693.0 $8.0M 0.09% -16K -35.9% $288.85 +34.6%
165 PRI PRIMERICA INC Financial Services 30,854.0 $8.0M 0.09% -370.0 -1.2% $258.31 +8.8%
166 LHX L3HARRIS TECHNOLOGIES INC Industrials 26,547.0 $7.8M 0.08% -1K -5.2% $293.52 +4.4%
167 ROL ROLLINS INC Consumer Cyclical 129,693.0 $7.8M 0.08% -885.0 -0.7% $60.02 -11.2%
168 MCO MOODYS CORP Financial Services 15,235.0 $7.8M 0.08% -2K -9.7% $510.80 -12.8%
169 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 84,021.0 $7.7M 0.08% -7K -7.4% $91.20 +1.2%
170 SRE SEMPRA Utilities 86,614.0 $7.6M 0.08% -7K -7.2% $88.28 +3.6%
171 NKE NIKE INC Consumer Cyclical 119,794.0 $7.6M 0.08% -7K -5.9% $63.71 -30.3%
172 GRMN GARMIN LTD Technology 37,202.0 $7.5M 0.08% -2K -4.3% $202.81 +18.2%
173 SUI SUN CMNTYS INC Real Estate 60,581.0 $7.5M 0.08% -1K -2.0% $123.88 -0.7%
174 JBL JABIL INC Technology 32,908.0 $7.5M 0.08% -855.0 -2.5% $228.00 +56.3%
175 WDC WESTERN DIGITAL CORP Technology 43,539.0 $7.5M 0.08% -3K -7.0% $172.24 +166.9%
176 EMR EMERSON ELEC CO Industrials 56,036.0 $7.4M 0.08% -5K -8.9% $132.72 +1.6%
177 HCA HCA HEALTHCARE INC Healthcare 15,911.0 $7.4M 0.08% -2K -9.1% $466.85 -15.9%
178 TDG TRANSDIGM GROUP INC Industrials 5,575.0 $7.4M 0.08% -585.0 -9.5% $1329.69 -9.9%
179 SHW SHERWIN WILLIAMS CO Basic Materials 22,877.0 $7.4M 0.08% -2K -7.7% $323.99 -5.0%
180 EOG EOG RES INC Energy 70,440.0 $7.4M 0.08% -5K -6.4% $105.00 +33.3%
Page 9 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%