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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 52 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CRGY CRESCENT ENERGY COMPANY Energy 131,364.0 $1.1M 0.01% +29K +28.9% $8.38 +48.3%
1022 DAYFORCE INC 15,912.0 $1.1M 0.01% -2K -8.8% $69.13
1023 POWI POWER INTEGRATIONS INC Technology 30,924.0 $1.1M 0.01% +22K +248.4% $35.51 +136.8%
1024 RVTY REVVITY INC Healthcare 11,319.0 $1.1M 0.01% -1K -8.6% $96.74 +0.1%
1025 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 6,592.0 $1.1M 0.01% -530.0 -7.4% $165.96 +9.8%
1026 QDEL QUIDELORTHO CORP Healthcare 38,333.0 $1.1M 0.01% +424.0 +1.1% $28.51 -57.9%
1027 MUR MURPHY OIL CORP Energy 34,936.0 $1.1M 0.01% +20K +138.2% $31.20 +16.9%
1028 AYI ACUITY INC Industrials 3,026.0 $1.1M 0.01% -230.0 -7.1% $359.88 -17.3%
1029 STC STEWART INFORMATION SVCS COR Financial Services 15,479.0 $1.1M 0.01% +234.0 +1.5% $70.22 -3.1%
1030 HAS HASBRO INC Consumer Cyclical 13,239.0 $1.1M 0.01% -1K -7.5% $81.95 +7.4%
1031 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 6,324.0 $1.1M 0.01% -680.0 -9.7% $171.25 +139.2%
1032 VITL VITAL FARMS INC Consumer Defensive 33,848.0 $1.1M 0.01% NEW $31.91 -69.1%
1033 TRN TRINITY INDS INC Industrials 40,826.0 $1.1M 0.01% $26.43 +22.0%
1034 AM ANTERO MIDSTREAM CORP Energy 60,475.0 $1.1M 0.01% -131K -68.4% $17.78 +22.9%
1035 WTRG ESSENTIAL UTILS INC Utilities 28,045.0 $1.1M 0.01% -2K -6.3% $38.33 -2.3%
1036 KWR QUAKER HOUGHTON Basic Materials 7,782.0 $1.1M 0.01% +99.0 +1.3% $137.11 +6.5%
1037 MKSI MKS INC. Technology 6,666.0 $1.1M 0.01% -675.0 -9.2% $159.77 +109.1%
1038 STRA STRATEGIC ED INC Consumer Defensive 13,227.0 $1.1M 0.01% $80.14 -2.9%
1039 ONTO ONTO INNOVATION INC Technology 6,692.0 $1.1M 0.01% -490.0 -6.8% $157.80 +73.7%
1040 CAG CONAGRA BRANDS INC Consumer Defensive 61,101.0 $1.1M 0.01% -14K -18.8% $17.28 -23.9%
Page 52 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%