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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 18 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AIG AMERICAN INTL GROUP INC Financial Services 53,573.0 $4.6M 0.05% -6K -9.6% $85.55 -8.1%
342 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 199,937.0 $4.6M 0.05% +2K +1.2% $22.91 -5.1%
343 SANM SANMINA CORPORATION Technology 30,430.0 $4.6M 0.05% -25K -45.5% $150.05 +54.1%
344 LEN LENNAR CORP Consumer Cyclical 44,314.0 $4.6M 0.05% -3K -6.2% $102.79 -13.6%
345 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 50,623.0 $4.6M 0.05% -1K -2.1% $89.90 +5.3%
346 APA APA CORPORATION Energy 185,228.0 $4.5M 0.05% -3K -1.7% $24.46 +56.8%
347 GPC GENUINE PARTS CO Consumer Cyclical 36,839.0 $4.5M 0.05% -1K -2.8% $122.94 -20.6%
348 HALO HALOZYME THERAPEUTICS INC Healthcare 66,909.0 $4.5M 0.05% +6K +10.5% $67.27 +1.9%
349 CPRT COPART INC Industrials 114,835.0 $4.5M 0.05% -7K -6.0% $39.14 -12.1%
350 HIW HIGHWOODS PPTYS INC Real Estate 174,128.0 $4.5M 0.05% +3K +2.0% $25.80 -1.0%
351 ARW ARROW ELECTRS INC Technology 40,650.0 $4.5M 0.05% -545.0 -1.3% $110.16 +93.2%
352 DAL DELTA AIR LINES INC DEL Industrials 64,250.0 $4.5M 0.05% -5K -7.6% $69.39 +9.0%
353 GWW WW GRAINGER INC Industrials 4,385.0 $4.4M 0.05% -425.0 -8.8% $1008.89 +22.8%
354 KRYS KRYSTAL BIOTECH INC Healthcare 17,902.0 $4.4M 0.05% +4K +25.4% $246.40 +23.5%
355 BYD BOYD GAMING CORP Consumer Cyclical 51,706.0 $4.4M 0.05% +5K +11.2% $85.23 -6.5%
356 DDOG DATADOG INC Technology 32,343.0 $4.4M 0.05% -2K -6.7% $135.98 +60.3%
357 AXON AXON ENTERPRISE INC Industrials 7,735.0 $4.4M 0.05% -710.0 -8.4% $567.81 -31.3%
358 EXC EXELON CORP Utilities 100,465.0 $4.4M 0.05% -7K -6.8% $43.59 +4.0%
359 ACIW ACI WORLDWIDE INC Technology 91,409.0 $4.4M 0.05% +647.0 +0.7% $47.80 -11.0%
360 SEB SEABOARD CORP DEL Industrials 983.0 $4.4M 0.05% -48.0 -4.7% $4444.56 +12.4%
Page 18 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%