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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 25 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CNXC CONCENTRIX CORP Technology 76,955.0 $3.2M 0.03% -460.0 -0.6% $41.56 -36.6%
482 NYT NEW YORK TIMES CO Communication Services 46,071.0 $3.2M 0.03% -2K -3.4% $69.39 +8.0%
483 KMPR KEMPER CORP Financial Services 78,885.0 $3.2M 0.03% +19K +32.0% $40.51 -26.7%
484 HII HUNTINGTON INGALLS INDS INC Industrials 9,323.0 $3.2M 0.03% -370.0 -3.8% $340.02 -5.7%
485 ADMA ADMA BIOLOGICS INC Healthcare 173,767.0 $3.2M 0.03% +40K +29.9% $18.23 -54.8%
486 ESI ELEMENT SOLUTIONS INC Basic Materials 126,706.0 $3.2M 0.03% +2K +1.5% $24.98 +63.1%
487 FFIV F5 INC Technology 12,356.0 $3.2M 0.03% +2K +14.5% $255.18 +54.3%
488 SMITHFIELD FOODS INC 140,000.0 $3.1M 0.03% $22.33
489 TEGNA INC 161,114.0 $3.1M 0.03% +31K +23.8% $19.40
490 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 9,494.0 $3.1M 0.03% -915.0 -8.8% $328.52 -21.6%
491 CWST CASELLA WASTE SYS INC Industrials 31,820.0 $3.1M 0.03% NEW $97.93 -10.7%
492 VRSK VERISK ANALYTICS INC Industrials 13,778.0 $3.1M 0.03% -1K -7.7% $223.69 -23.5%
493 FITB FIFTH THIRD BANCORP Financial Services 65,745.0 $3.1M 0.03% -6K -7.8% $46.80 +5.7%
494 ALGN ALIGN TECHNOLOGY INC Healthcare 19,694.0 $3.1M 0.03% -675.0 -3.3% $156.09 +4.8%
495 MTB M & T BK CORP Financial Services 15,240.0 $3.1M 0.03% -2K -9.3% $201.44 +5.8%
496 TFX TELEFLEX INCORPORATED Healthcare 25,138.0 $3.1M 0.03% +305.0 +1.2% $122.01 +8.8%
497 LXP INDUSTRIAL TRUST 61,906.0 $3.1M 0.03% NEW $49.54
498 ETSY INC 55,313.0 $3.1M 0.03% +458.0 +0.8% $55.43
499 BOOT BOOT BARN HLDGS INC Consumer Cyclical 17,312.0 $3.1M 0.03% +205.0 +1.2% $176.41 -12.3%
500 AROC ARCHROCK INC Energy 116,996.0 $3.0M 0.03% +22K +23.4% $26.01 +43.2%
Page 25 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%