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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 15 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BDX BECTON DICKINSON & CO Healthcare 28,467.0 $5.5M 0.06% -2K -7.3% $194.05 -24.6%
282 ZTS ZOETIS INC Healthcare 43,685.0 $5.5M 0.06% -4K -7.5% $125.81 -36.6%
283 HPQ HP INC Technology 245,779.0 $5.5M 0.06% -8K -3.1% $22.28 -1.7%
284 APD AIR PRODS & CHEMS INC Basic Materials 22,050.0 $5.4M 0.06% -2K -7.2% $246.98 +17.5%
285 YUM YUM BRANDS INC Consumer Cyclical 35,949.0 $5.4M 0.06% -2K -5.4% $151.24 +1.0%
286 PYPL PAYPAL HLDGS INC Financial Services 93,054.0 $5.4M 0.06% -11K -10.9% $58.37 -24.0%
287 DXC DXC TECHNOLOGY CO Technology 369,367.0 $5.4M 0.06% $14.65 -37.0%
288 AME AMETEK INC Industrials 26,354.0 $5.4M 0.06% -2K -6.3% $205.28 +8.7%
289 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 70,512.0 $5.4M 0.06% -6K -7.7% $76.67 +12.6%
290 NXPI NXP SEMICONDUCTORS N V Technology 24,854.0 $5.4M 0.06% -2K -7.9% $217.03 +37.9%
291 ALL ALLSTATE CORP Financial Services 25,907.0 $5.4M 0.06% -2K -8.1% $208.13 +3.0%
292 MILLROSE PPTYS INC 180,194.0 $5.4M 0.06% +35K +24.4% $29.86
293 BKR BAKER HUGHES COMPANY Energy 117,777.0 $5.4M 0.06% -9K -7.1% $45.53 +44.5%
294 REXR REXFORD INDL RLTY INC Real Estate 138,350.0 $5.4M 0.06% -3K -2.1% $38.71 -6.9%
295 KMI KINDER MORGAN INC DEL Energy 194,548.0 $5.3M 0.06% -15K -7.1% $27.49 +21.9%
296 IDXX IDEXX LABS INC Healthcare 7,900.0 $5.3M 0.06% -655.0 -7.7% $676.46 -18.2%
297 ED CONSOLIDATED EDISON INC Utilities 52,897.0 $5.3M 0.06% -3K -4.8% $99.31 +8.2%
298 UNM UNUM GROUP Financial Services 67,398.0 $5.2M 0.06% -2K -2.5% $77.49 +8.2%
299 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 96,759.0 $5.2M 0.06% $53.61 -4.1%
300 TRGP TARGA RES CORP Energy 28,094.0 $5.2M 0.06% -2K -5.9% $184.45 +46.8%
Page 15 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%