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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.8B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2081 New
Page 3 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 O REALTY INCOME CORP Real Estate 540,950.0 $32.9M 0.34% NEW $60.79 +2.4%
42 ABT ABBOTT LABS Healthcare 229,973.0 $30.8M 0.32% NEW $133.94 -34.5%
43 LOW LOWES COS INC Consumer Cyclical 119,135.0 $29.9M 0.31% NEW $251.30 -13.5%
44 T AT&T INC Communication Services 1,045,403.0 $29.5M 0.30% NEW $28.24 -11.7%
45 GS GOLDMAN SACHS GROUP INC Financial Services 36,954.0 $29.4M 0.30% NEW $796.31 +24.1%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 662,148.0 $29.1M 0.30% NEW $43.95 +8.8%
47 KO COCA COLA CO Consumer Defensive 414,102.0 $27.5M 0.28% NEW $66.32 +22.4%
48 MU MICRON TECHNOLOGY INC Technology 163,164.0 $27.3M 0.28% NEW $167.32 +355.5%
49 PSA PUBLIC STORAGE OPER CO Real Estate 94,324.0 $27.2M 0.28% NEW $288.83 +4.9%
50 PEP PEPSICO INC Consumer Defensive 186,576.0 $26.2M 0.27% NEW $140.43 +6.0%
51 MRK MERCK & CO INC Healthcare 310,665.0 $26.1M 0.27% NEW $83.93 +38.1%
52 CCI CROWN CASTLE INC Real Estate 259,919.0 $25.1M 0.26% NEW $96.48 -4.6%
53 AXP AMERICAN EXPRESS CO Financial Services 74,600.0 $24.8M 0.25% NEW $332.14 -6.8%
54 INTU INTUIT Technology 36,052.0 $24.6M 0.25% NEW $682.87 -55.0%
55 TJX TJX COS INC NEW Consumer Cyclical 169,412.0 $24.5M 0.25% NEW $144.54 +10.2%
56 CRM SALESFORCE INC Technology 102,837.0 $24.4M 0.25% NEW $237.00 -25.6%
57 CAT CATERPILLAR INC Industrials 50,343.0 $24.0M 0.24% NEW $477.15 +81.5%
58 RTX RTX CORPORATION Industrials 142,947.0 $23.9M 0.24% NEW $167.33 +4.5%
59 LIN LINDE PLC Basic Materials 50,162.0 $23.8M 0.24% NEW $474.98 +8.3%
60 MCD MCDONALDS CORP Consumer Cyclical 76,475.0 $23.2M 0.24% NEW $303.88 -6.5%
Page 3 of 105  ·  2,081 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 30.6%
Financial Services 11.7%
Consumer Cyclical 10.3%
Real Estate 9.5%
Communication Services 8.7%
Industrials 8.6%
Healthcare 8.4%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.2%