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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 22 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 JKHY HENRY JACK & ASSOC INC Technology 19,989.0 $3.6M 0.04% -570.0 -2.8% $182.45 -23.2%
422 QRVO QORVO INC Technology 42,813.0 $3.6M 0.04% +387.0 +0.9% $84.51 +25.9%
423 VSH VISHAY INTERTECHNOLOGY INC Technology 248,135.0 $3.6M 0.04% $14.49 +226.1%
424 UAL UNITED AIRLS HLDGS INC Industrials 32,136.0 $3.6M 0.04% -3K -7.4% $111.81 -10.6%
425 PNFP PINNACLE FINL PARTNERS INC Financial Services 37,642.0 $3.6M 0.04% -640.0 -1.7% $95.40 +1.8%
426 STT STATE STR CORP Financial Services 27,822.0 $3.6M 0.04% -3K -8.7% $129.00 +19.3%
427 AVT AVNET INC Technology 74,569.0 $3.6M 0.04% -832.0 -1.1% $48.06 +78.7%
428 PAYX PAYCHEX INC Industrials 31,869.0 $3.6M 0.04% -3K -7.9% $112.18 -13.5%
429 MLI MUELLER INDS INC Industrials 31,055.0 $3.6M 0.04% -1K -3.3% $114.80 +16.2%
430 BLOCK INC 54,757.0 $3.6M 0.04% -4K -7.5% $65.09
431 SMTC SEMTECH CORP Technology 48,326.0 $3.6M 0.04% +590.0 +1.2% $73.67 +112.8%
432 MOOG INC 14,471.0 $3.5M 0.04% +168.0 +1.2% $243.52
433 CROX CROCS INC Consumer Cyclical 41,214.0 $3.5M 0.04% -670.0 -1.6% $85.50 +29.2%
434 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 75,791.0 $3.5M 0.04% +757.0 +1.0% $46.48 +3.3%
435 SYY SYSCO CORP Consumer Defensive 47,689.0 $3.5M 0.04% -3K -6.4% $73.69 +3.5%
436 NDSN NORDSON CORP Industrials 14,575.0 $3.5M 0.04% -545.0 -3.6% $240.34 +20.6%
437 KEYS KEYSIGHT TECHNOLOGIES INC Technology 17,208.0 $3.5M 0.04% -2K -8.5% $203.16 +70.6%
438 RMD RESMED INC Healthcare 14,481.0 $3.5M 0.04% -1K -7.7% $240.87 -13.6%
439 BR BROADRIDGE FINL SOLUTIONS IN Technology 15,615.0 $3.5M 0.04% -915.0 -5.5% $223.12 -32.6%
440 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 60,353.0 $3.5M 0.04% +9K +16.9% $57.48 +34.9%
Page 22 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%