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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 4 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TMO THERMO FISHER SCIENTIFIC INC Healthcare 37,241.0 $21.6M 0.23% -3K -7.9% $579.44 -22.0%
62 VTR VENTAS INC Real Estate 278,447.0 $21.5M 0.23% +8K +2.9% $77.37 +14.5%
63 MS MORGAN STANLEY Financial Services 120,482.0 $21.4M 0.23% -10K -7.7% $177.52 +13.0%
64 LRCX LAM RESEARCH CORP Technology 124,253.0 $21.3M 0.23% -11K -8.2% $171.17 +76.6%
65 AMGN AMGEN INC Healthcare 64,375.0 $21.1M 0.22% -2K -2.4% $327.30 +3.1%
66 C CITIGROUP INC Financial Services 177,911.0 $20.8M 0.22% -20K -10.0% $116.69 +7.3%
67 AMAT APPLIED MATLS INC Technology 79,577.0 $20.4M 0.22% -6K -7.0% $256.98 +66.3%
68 ACN ACCENTURE PLC IRELAND Technology 75,331.0 $20.2M 0.21% -5K -6.4% $268.30 -33.7%
69 DIS DISNEY WALT CO Communication Services 177,338.0 $20.2M 0.21% -15K -8.0% $113.77 -9.0%
70 ISRG INTUITIVE SURGICAL INC Healthcare 35,100.0 $19.9M 0.21% -3K -8.3% $566.35 -22.3%
71 GILD GILEAD SCIENCES INC Healthcare 160,773.0 $19.7M 0.21% -9K -5.4% $122.73 +6.3%
72 LIN LINDE PLC Basic Materials 46,202.0 $19.7M 0.21% -4K -7.9% $426.39 +20.7%
73 ADBE ADOBE INC Technology 54,191.0 $19.0M 0.20% -4K -7.3% $349.97 -30.3%
74 GHC GRAHAM HLDGS CO Consumer Defensive 16,265.0 $17.9M 0.19% +540.0 +3.4% $1098.43 -0.2%
75 VICI VICI PPTYS INC Real Estate 635,420.0 $17.9M 0.19% +4K +0.6% $28.12 +1.0%
76 APP APPLOVIN CORP Technology 26,510.0 $17.9M 0.19% -2K -8.4% $673.78 -27.9%
77 KLAC KLA CORP Technology 14,600.0 $17.7M 0.19% -1K -6.4% $1215.00 +51.6%
78 GEV GE VERNOVA INC Utilities 27,080.0 $17.7M 0.19% -3K -9.0% $653.55 +59.7%
79 BA BOEING CO Industrials 80,262.0 $17.4M 0.18% -1K -1.4% $217.10 +1.2%
80 PFE PFIZER INC Healthcare 696,922.0 $17.4M 0.18% -34K -4.6% $24.90 +4.2%
Page 4 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%