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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 14 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IDA IDACORP INC Utilities 49,191.0 $6.2M 0.07% -400.0 -0.8% $126.53 +11.9%
262 BBY BEST BUY INC Consumer Cyclical 91,592.0 $6.1M 0.07% -2K -2.0% $66.92 -8.6%
263 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 62,462.0 $6.1M 0.07% $97.90 +11.4%
264 EXPE EXPEDIA GROUP INC Consumer Cyclical 21,550.0 $6.1M 0.07% -1K -5.1% $283.29 -23.0%
265 AEP AMERICAN ELEC PWR CO INC Utilities 52,938.0 $6.1M 0.07% -4K -7.2% $115.30 +12.4%
266 TRNO TERRENO RLTY CORP Real Estate 102,726.0 $6.0M 0.06% +1K +1.1% $58.70 +12.7%
267 CVNA CARVANA CO Consumer Cyclical 14,050.0 $5.9M 0.06% NEW $421.99 -84.7%
268 PCG PG&E CORP Utilities 368,518.0 $5.9M 0.06% -19K -4.9% $16.07 +2.3%
269 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 62,345.0 $5.9M 0.06% +670.0 +1.1% $94.60 +17.3%
270 WDAY WORKDAY INC Technology 27,443.0 $5.9M 0.06% -2K -7.3% $214.74 -41.0%
271 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 21,236.0 $5.8M 0.06% -1K -6.1% $275.38 +172.7%
272 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 157,953.0 $5.8M 0.06% -28K -14.8% $37.00 -11.3%
273 MSCI MSCI INC Financial Services 10,043.0 $5.8M 0.06% -990.0 -9.0% $573.63 +1.5%
274 PCAR PACCAR INC Industrials 52,413.0 $5.7M 0.06% -4K -7.4% $109.50 -0.1%
275 TGT TARGET CORP Consumer Defensive 58,564.0 $5.7M 0.06% -18K -23.6% $97.74 +25.2%
276 SLB SLB LIMITED Energy 148,544.0 $5.7M 0.06% -13K -7.9% $38.38 +49.2%
277 ABNB AIRBNB INC Consumer Cyclical 41,953.0 $5.7M 0.06% -4K -8.8% $135.70 -1.1%
278 IT GARTNER INC Technology 22,367.0 $5.6M 0.06% -1K -5.0% $252.25 -37.7%
279 EGP EASTGROUP PPTYS INC Real Estate 31,470.0 $5.6M 0.06% -160.0 -0.5% $178.11 +15.2%
280 NVR NVR INC Consumer Cyclical 759.0 $5.5M 0.06% -30.0 -3.8% $7291.17 -17.1%
Page 14 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%