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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 11 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GRMN GARMIN LTD Technology 37,202.0 $7.5M 0.08% -2K -4.3% $202.81 +18.2%
202 SUI SUN CMNTYS INC Real Estate 60,581.0 $7.5M 0.08% -1K -2.0% $123.88 -0.7%
203 JBL JABIL INC Technology 32,908.0 $7.5M 0.08% -855.0 -2.5% $228.00 +56.3%
204 WDC WESTERN DIGITAL CORP Technology 43,539.0 $7.5M 0.08% -3K -7.0% $172.24 +166.9%
205 EMR EMERSON ELEC CO Industrials 56,036.0 $7.4M 0.08% -5K -8.9% $132.72 +1.6%
206 HCA HCA HEALTHCARE INC Healthcare 15,911.0 $7.4M 0.08% -2K -9.1% $466.85 -15.9%
207 TDG TRANSDIGM GROUP INC Industrials 5,575.0 $7.4M 0.08% -585.0 -9.5% $1329.69 -9.9%
208 SHW SHERWIN WILLIAMS CO Basic Materials 22,877.0 $7.4M 0.08% -2K -7.7% $323.99 -5.0%
209 EOG EOG RES INC Energy 70,440.0 $7.4M 0.08% -5K -6.4% $105.00 +33.3%
210 HPE HEWLETT PACKARD ENTERPRISE C Technology 305,081.0 $7.3M 0.08% -11K -3.3% $24.02 +41.4%
211 WMB WILLIAMS COS INC Energy 121,593.0 $7.3M 0.08% -10K -7.4% $60.10 +29.6%
212 MPC MARATHON PETE CORP Energy 44,855.0 $7.3M 0.08% -3K -6.0% $162.61 +52.8%
213 REGCO REGENCY CTRS CORP Real Estate 105,630.0 $7.3M 0.08% $69.01 -66.9%
214 JCI JOHNSON CTLS INTL PLC Industrials 60,837.0 $7.3M 0.08% -9K -13.5% $119.75 +13.1%
215 SNX TD SYNNEX CORPORATION Technology 48,498.0 $7.3M 0.08% -710.0 -1.4% $150.21 +53.6%
216 NEU NEWMARKET CORP Basic Materials 10,584.0 $7.3M 0.08% +579.0 +5.8% $687.07 +4.8%
217 ON ON SEMICONDUCTOR CORP Technology 133,105.0 $7.2M 0.08% -4K -3.1% $54.15 +102.4%
218 HST HOST HOTELS & RESORTS INC Real Estate 403,511.0 $7.2M 0.08% $17.73 +26.4%
219 FISV FISERV INC Technology 106,338.0 $7.1M 0.08% +21K +24.8% $67.16 -16.9%
220 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 42,012.0 $7.1M 0.08% -16K -27.1% $170.00 +40.8%
Page 11 of 111  ·  2,204 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%