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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 13 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ECL ECOLAB INC Basic Materials 25,249.0 $6.6M 0.07% -2K -7.4% $262.51 -4.7%
242 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 23,060.0 $6.6M 0.07% -3K -10.3% $287.21 +12.4%
243 DOC HEALTHPEAK PROPERTIES INC Real Estate 411,381.0 $6.6M 0.07% -3K -0.6% $16.08 +22.2%
244 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 220,684.0 $6.5M 0.07% +25K +12.6% $29.65 +5.8%
245 L LOEWS CORP Financial Services 61,722.0 $6.5M 0.07% -1K -2.1% $105.29 +3.7%
246 LAMR LAMAR ADVERTISING CO NEW Real Estate 51,264.0 $6.5M 0.07% -1K -2.2% $126.54 +20.6%
247 ITW ILLINOIS TOOL WKS INC Industrials 26,275.0 $6.5M 0.07% -2K -7.5% $246.28 +1.5%
248 AMH AMERICAN HOMES 4 RENT Real Estate 201,342.0 $6.5M 0.07% $32.09 +0.1%
249 NSC NORFOLK SOUTHN CORP Industrials 22,226.0 $6.4M 0.07% -2K -9.4% $288.72 +7.9%
250 QIAGEN NV 142,186.0 $6.4M 0.07% $44.97
251 BTU PEABODY ENERGY CORP Energy 215,214.0 $6.4M 0.07% $29.69 -17.8%
252 EMN EASTMAN CHEM CO Basic Materials 100,129.0 $6.4M 0.07% +46K +84.2% $63.82 +14.7%
253 LECO LINCOLN ELEC HLDGS INC Industrials 26,456.0 $6.3M 0.07% -595.0 -2.2% $239.61 +8.5%
254 OSK OSHKOSH CORP Industrials 50,279.0 $6.3M 0.07% -615.0 -1.2% $125.60 +1.2%
255 BXP BXP INC Real Estate 93,288.0 $6.3M 0.07% $67.47 -10.9%
256 EA ELECTRONIC ARTS INC Communication Services 30,779.0 $6.3M 0.07% -2K -6.9% $204.30 -1.2%
257 TFC TRUIST FINL CORP Financial Services 127,238.0 $6.3M 0.07% -14K -9.7% $49.21 -2.5%
258 ADSK AUTODESK INC Technology 21,110.0 $6.2M 0.07% -2K -9.8% $295.97 -18.8%
259 CAH CARDINAL HEALTH INC Healthcare 30,372.0 $6.2M 0.07% -24K -44.5% $205.45 -2.4%
260 PWR QUANTA SVCS INC Industrials 14,772.0 $6.2M 0.07% -2K -9.3% $422.01 +68.2%
Page 13 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%