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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 33 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 DVN DEVON ENERGY CORP NEW Energy 62,405.0 $2.3M 0.02% -6K -8.8% $36.62 +29.0%
642 INDIVIOR PLC 63,538.0 $2.3M 0.02% NEW $35.87
643 PHM PULTE GROUP INC Consumer Cyclical 19,376.0 $2.3M 0.02% -2K -10.2% $117.26 -0.7%
644 VIRT VIRTU FINL INC Financial Services 68,011.0 $2.3M 0.02% +859.0 +1.3% $33.30 +57.6%
645 AMTM AMENTUM HOLDINGS INC Industrials 78,110.0 $2.3M 0.02% +974.0 +1.3% $29.00 -19.9%
646 WAT WATERS CORP Healthcare 5,945.0 $2.3M 0.02% -405.0 -6.4% $379.81 -9.9%
647 NHI NATIONAL HEALTH INVS INC Real Estate 29,466.0 $2.2M 0.02% +5K +18.4% $76.29 +0.2%
648 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 25,623.0 $2.2M 0.02% $87.38 -23.3%
649 TROW PRICE T ROWE GROUP INC Financial Services 21,818.0 $2.2M 0.02% -2K -7.6% $102.35 +1.0%
650 FLEX FLEX LTD Technology 36,872.0 $2.2M 0.02% -4K -10.0% $60.40 +119.3%
651 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 23,623.0 $2.2M 0.02% +353.0 +1.5% $93.93 +21.8%
652 RGA REINSURANCE GRP OF AMERICA I Financial Services 10,905.0 $2.2M 0.02% -725.0 -6.2% $203.39 +5.2%
653 LYV LIVE NATION ENTERTAINMENT IN Communication Services 15,541.0 $2.2M 0.02% -1K -8.5% $142.46 +16.2%
654 OPLN OPENLANE INC Consumer Cyclical 74,303.0 $2.2M 0.02% +15K +24.6% $29.76 +19.0%
655 PLXS PLEXUS CORP Technology 14,982.0 $2.2M 0.02% -10K -40.5% $146.98 +80.8%
656 VIAV VIAVI SOLUTIONS INC Technology 123,579.0 $2.2M 0.02% +1K +1.1% $17.81 +178.0%
657 TDS TELEPHONE & DATA SYS INC Communication Services 53,646.0 $2.2M 0.02% +590.0 +1.1% $40.97 -4.1%
658 MATX MATSON INC Industrials 17,769.0 $2.2M 0.02% $123.47 +47.3%
659 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 50,550.0 $2.2M 0.02% -2K -4.0% $43.28 +61.1%
660 AGO ASSURED GUARANTY LTD Financial Services 24,239.0 $2.2M 0.02% -19K -44.4% $89.81 -14.4%
Page 33 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%