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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 5 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMCSA COMCAST CORP NEW Communication Services 575,293.0 $17.2M 0.18% -30K -5.0% $29.89 -16.1%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,202.0 $17.1M 0.18% -295.0 -8.4% $5355.09 -97.0%
83 CW CURTISS WRIGHT CORP Industrials 30,747.0 $16.9M 0.18% -445.0 -1.4% $551.21 +31.9%
84 UBER UBER TECHNOLOGIES INC Technology 206,603.0 $16.9M 0.18% -18K -7.8% $81.71 -8.7%
85 NEE NEXTERA ENERGY INC Utilities 206,899.0 $16.6M 0.18% -14K -6.3% $80.28 +11.7%
86 SCHW SCHWAB CHARLES CORP Financial Services 165,748.0 $16.6M 0.18% -18K -9.6% $99.90 -9.8%
87 MO ALTRIA GROUP INC Consumer Defensive 286,170.0 $16.5M 0.17% -14K -4.5% $57.66 +27.8%
88 EXR EXTRA SPACE STORAGE INC Real Estate 125,195.0 $16.3M 0.17% -760.0 -0.6% $130.20 +10.5%
89 INTC INTEL CORP Technology 441,766.0 $16.3M 0.17% -29K -6.1% $36.90 +221.1%
90 APH AMPHENOL CORP NEW Technology 120,462.0 $16.3M 0.17% -10K -8.0% $135.14 -7.6%
91 SPGI S&P GLOBAL INC Financial Services 30,804.0 $16.1M 0.17% -3K -8.7% $522.56 -20.2%
92 MDT MEDTRONIC PLC Healthcare 167,223.0 $16.1M 0.17% -10K -5.6% $96.06 -18.6%
93 AMP AMERIPRISE FINL INC Financial Services 32,191.0 $15.8M 0.17% -1K -3.2% $490.32 -8.1%
94 TXN TEXAS INSTRS INC Technology 90,138.0 $15.6M 0.17% -9K -9.3% $173.49 +75.7%
95 NOW SERVICENOW INC Technology 101,945.0 $15.6M 0.17% +80K +355.9% $153.18 -34.9%
96 BLK BLACKROCK INC Financial Services 14,368.0 $15.4M 0.16% -1K -8.7% $1070.30 -0.6%
97 VNT VONTIER CORPORATION Technology 411,958.0 $15.3M 0.16% $37.18 -23.6%
98 AVB AVALONBAY CMNTYS INC Real Estate 84,338.0 $15.3M 0.16% -857.0 -1.0% $181.28 +1.6%
99 VRTX VERTEX PHARMACEUTICALS INC Healthcare 32,915.0 $14.9M 0.16% -3K -8.2% $453.35 -5.1%
100 COP CONOCOPHILLIPS Energy 158,980.0 $14.9M 0.16% -81K -33.9% $93.61 +28.8%
Page 5 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%