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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 24 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SANDISK CORP 14,120.0 $3.4M 0.04% -55K -79.7% $237.25
462 ESE ESCO TECHNOLOGIES INC Technology 17,139.0 $3.3M 0.04% +3K +18.7% $195.29 +50.2%
463 HR HEALTHCARE RLTY TR Real Estate 196,965.0 $3.3M 0.04% -1K -0.7% $16.94 +20.2%
464 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 38,099.0 $3.3M 0.04% +9K +29.5% $87.33 +15.5%
465 NTAP NETAPP INC Technology 31,014.0 $3.3M 0.04% -2K -5.3% $107.05 +15.8%
466 EQT EQT CORP Energy 61,779.0 $3.3M 0.04% -6K -8.5% $53.59 +7.7%
467 GKOS GLAUKOS CORP Healthcare 29,313.0 $3.3M 0.04% +459.0 +1.6% $112.89 +23.2%
468 EVRG EVERGY INC Utilities 45,631.0 $3.3M 0.04% -2K -3.6% $72.47 +15.4%
469 KVUE KENVUE INC Consumer Defensive 191,327.0 $3.3M 0.04% -16K -7.6% $17.25 +1.2%
470 ARES ARES MANAGEMENT CORPORATION Financial Services 20,420.0 $3.3M 0.04% NEW $161.61 -23.3%
471 CCL CARNIVAL CORP Consumer Cyclical 107,986.0 $3.3M 0.04% -9K -7.6% $30.53 -14.3%
472 FIX COMFORT SYS USA INC Industrials 3,526.0 $3.3M 0.04% -270.0 -7.1% $933.07 +96.6%
473 SCI SERVICE CORP INTL Consumer Cyclical 42,137.0 $3.3M 0.04% -1K -2.5% $77.94 -0.5%
474 XYL XYLEM INC Industrials 24,064.0 $3.3M 0.04% -2K -7.5% $136.18 -20.5%
475 CIEN CIENA CORP Technology 13,950.0 $3.3M 0.04% -1K -8.2% $233.84 +151.1%
476 AEE AMEREN CORP Utilities 32,595.0 $3.3M 0.04% -2K -6.0% $99.83 +10.0%
477 EAT BRINKER INTL INC Consumer Cyclical 22,624.0 $3.2M 0.04% +257.0 +1.1% $143.48 -4.8%
478 AX AXOS FINANCIAL INC Financial Services 37,686.0 $3.2M 0.04% +7K +22.9% $86.11 -0.2%
479 LEA LEAR CORP Consumer Cyclical 28,218.0 $3.2M 0.03% -420.0 -1.5% $114.57 +20.8%
480 MIR MIRION TECHNOLOGIES INC Industrials 137,152.0 $3.2M 0.03% +12K +9.4% $23.41 -24.8%
Page 24 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%