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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 16 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VST VISTRA CORP Utilities 31,998.0 $5.2M 0.06% -2K -6.7% $161.32 -10.7%
302 PSX PHILLIPS 66 Energy 40,005.0 $5.2M 0.06% -3K -7.7% $129.03 +39.0%
303 SITM SITIME CORP Technology 14,590.0 $5.2M 0.06% +3K +21.6% $353.12 +97.4%
304 AMG AFFILIATED MANAGERS GROUP IN Financial Services 17,795.0 $5.1M 0.06% -320.0 -1.8% $288.23 +5.0%
305 COIN COINBASE GLOBAL INC Financial Services 22,457.0 $5.1M 0.05% -2K -7.4% $226.12 -14.4%
306 F FORD MTR CO Consumer Cyclical 386,435.0 $5.1M 0.05% -35K -8.4% $13.12 +4.2%
307 FRT FEDERAL RLTY INVT TR NEW Real Estate 49,865.0 $5.0M 0.05% -380.0 -0.8% $100.77 +17.7%
308 AMKR AMKOR TECHNOLOGY INC Technology 126,843.0 $5.0M 0.05% -26K -17.0% $39.47 +67.0%
309 WSM WILLIAMS SONOMA INC Consumer Cyclical 28,006.0 $5.0M 0.05% -1K -4.1% $178.57 +0.9%
310 FORTINET INC 62,908.0 $5.0M 0.05% -7K -9.7% $79.40
311 MAC MACERICH CO Real Estate 269,604.0 $5.0M 0.05% +5K +1.9% $18.46 +21.2%
312 D DOMINION ENERGY INC Utilities 84,799.0 $5.0M 0.05% -6K -6.9% $58.59 +16.6%
313 EBAY EBAY INC. Consumer Cyclical 56,762.0 $4.9M 0.05% +8K +15.7% $87.08 +34.5%
314 IJR ISHARES TR 41,058.0 $4.9M 0.05% -2K -5.3% $120.15 +13.4%
315 DG DOLLAR GEN CORP NEW Consumer Defensive 37,080.0 $4.9M 0.05% -1K -3.8% $132.74 -20.9%
316 EW EDWARDS LIFESCIENCES CORP Healthcare 57,699.0 $4.9M 0.05% -5K -7.6% $85.24 -2.4%
317 VLO VALERO ENERGY CORP Energy 30,197.0 $4.9M 0.05% -3K -9.5% $162.76 +55.9%
318 DTM DT MIDSTREAM INC Energy 40,831.0 $4.9M 0.05% -870.0 -2.1% $119.64 +24.7%
319 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 99,775.0 $4.9M 0.05% -950.0 -0.9% $48.93 -2.2%
320 ADC AGREE RLTY CORP Real Estate 67,343.0 $4.8M 0.05% +2K +3.5% $72.00 +5.1%
Page 16 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%