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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 30 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EL LAUDER ESTEE COS INC Consumer Defensive 24,595.0 $2.6M 0.03% -595.0 -2.4% $104.70 -15.6%
582 FCPT FOUR CORNERS PPTY TR INC Real Estate 111,727.0 $2.6M 0.03% +5K +5.0% $23.04 +8.8%
583 DXCM DEXCOM INC Healthcare 38,777.0 $2.6M 0.03% -3K -7.9% $66.35 +8.7%
584 KRC KILROY RLTY CORP Real Estate 68,796.0 $2.6M 0.03% -405.0 -0.6% $37.34 -9.0%
585 BSY BENTLEY SYS INC Technology 67,334.0 $2.6M 0.03% +19K +38.1% $38.15 -13.1%
586 UE URBAN EDGE PPTYS Real Estate 133,857.0 $2.6M 0.03% +2K +1.4% $19.18 +16.1%
587 PPL PPL CORP Utilities 73,295.0 $2.6M 0.03% -6K -7.4% $35.01 +3.7%
588 NTRS NORTHERN TR CORP Financial Services 18,765.0 $2.6M 0.03% -2K -8.9% $136.58 +22.8%
589 GVA GRANITE CONSTR INC Industrials 22,224.0 $2.6M 0.03% +191.0 +0.9% $115.33 +12.7%
590 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 10,983.0 $2.6M 0.03% $232.45 -19.2%
591 NPO ENPRO INC Industrials 11,875.0 $2.5M 0.03% +135.0 +1.1% $214.06 +44.0%
592 PI IMPINJ INC Technology 14,592.0 $2.5M 0.03% +2K +12.0% $173.93 -13.9%
593 CINF CINCINNATI FINL CORP Financial Services 15,541.0 $2.5M 0.03% -1K -7.1% $163.31 +2.9%
594 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 9,769.0 $2.5M 0.03% -3K -24.1% $258.57 +36.9%
595 AWK AMERICAN WTR WKS CO INC NEW Utilities 19,329.0 $2.5M 0.03% -1K -7.2% $130.48 -4.0%
596 CNC CENTENE CORP DEL Healthcare 61,180.0 $2.5M 0.03% -49K -44.6% $41.14 +43.7%
597 IWM ISHARES TR 10,191.0 $2.5M 0.03% NEW $246.10 +15.9%
598 ES EVERSOURCE ENERGY Utilities 37,210.0 $2.5M 0.03% -2K -6.2% $67.32 +4.0%
599 PNW PINNACLE WEST CAP CORP Utilities 28,143.0 $2.5M 0.03% -840.0 -2.9% $88.65 +16.1%
600 CFG CITIZENS FINL GROUP INC Financial Services 42,669.0 $2.5M 0.03% -4K -8.1% $58.40 +7.7%
Page 30 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%