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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 20 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 STAG STAG INDL INC Real Estate 110,928.0 $4.1M 0.04% $36.74 +5.3%
382 LUMN LUMEN TECHNOLOGIES INC Communication Services 516,222.0 $4.0M 0.04% +8K +1.6% $7.77 +13.8%
383 SKT TANGER INC Real Estate 119,819.0 $4.0M 0.04% +2K +2.1% $33.36 +21.2%
384 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 48,088.0 $4.0M 0.04% -4K -8.3% $82.99 -37.1%
385 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 49,670.0 $4.0M 0.04% -4K -7.0% $80.29 -0.4%
386 JBT MAREL CORPORATION 26,463.0 $4.0M 0.04% +313.0 +1.2% $150.66
387 FICO FAIR ISAAC CORP Technology 2,353.0 $4.0M 0.04% -270.0 -10.3% $1690.61 -29.9%
388 BWA BORGWARNER INC Consumer Cyclical 88,280.0 $4.0M 0.04% -48K -35.0% $45.05 +66.1%
389 MTH MERITAGE HOMES CORP Consumer Cyclical 60,040.0 $3.9M 0.04% $65.77 +13.6%
390 LKQ LKQ CORP Consumer Cyclical 130,333.0 $3.9M 0.04% +103K +372.1% $30.20 -12.8%
391 PRU PRUDENTIAL FINL INC Financial Services 34,856.0 $3.9M 0.04% -3K -7.7% $112.86 -4.4%
392 TTMI TTM TECHNOLOGIES INC Technology 56,999.0 $3.9M 0.04% +814.0 +1.4% $68.98 +181.7%
393 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 80,821.0 $3.9M 0.04% NEW $48.58 +70.3%
394 LULU LULULEMON ATHLETICA INC Consumer Cyclical 18,848.0 $3.9M 0.04% -8K -30.8% $207.71 -42.2%
395 TDY TELEDYNE TECHNOLOGIES INC Technology 7,651.0 $3.9M 0.04% -365.0 -4.5% $510.65 +22.4%
396 HUM HUMANA INC Healthcare 15,141.0 $3.9M 0.04% -2K -9.7% $256.06 +45.9%
397 WRB BERKLEY W R CORP Financial Services 55,303.0 $3.9M 0.04% -2K -3.8% $70.10 -3.1%
398 A AGILENT TECHNOLOGIES INC Healthcare 28,222.0 $3.8M 0.04% -2K -7.0% $136.06 -4.9%
399 IQVIA HLDGS INC 17,015.0 $3.8M 0.04% -2K -8.4% $225.39
400 LNC LINCOLN NATL CORP IND Financial Services 86,020.0 $3.8M 0.04% +1K +1.3% $44.52 -16.1%
Page 20 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%