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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 7 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CLH CLEAN HARBORS INC Industrials 53,010.0 $12.4M 0.13% -540.0 -1.0% $234.45 +20.5%
122 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 63,645.0 $12.3M 0.13% -370.0 -0.6% $193.40 +7.4%
123 HON HONEYWELL INTL INC Industrials 63,058.0 $12.3M 0.13% -5K -7.2% $195.07 +14.7%
124 ETN EATON CORP PLC Industrials 38,610.0 $12.3M 0.13% -3K -7.9% $318.49 +19.8%
125 FCX FREEPORT-MCMORAN INC Basic Materials 241,782.0 $12.3M 0.13% -12K -4.6% $50.79 +22.7%
126 AJG GALLAGHER ARTHUR J & CO Financial Services 47,367.0 $12.3M 0.13% -2K -3.8% $258.77 -19.8%
127 HOLOGIC INC 164,366.0 $12.2M 0.13% -2K -1.3% $74.49
128 MRSH MARSH & MCLENNAN COS INC Financial Services 65,747.0 $12.2M 0.13% -4K -5.5% $185.50 -11.0%
129 SYK STRYKER CORPORATION Healthcare 34,035.0 $12.0M 0.13% -3K -7.5% $351.46 -8.5%
130 CTAS CINTAS CORP Industrials 62,630.0 $11.8M 0.12% -2K -3.8% $188.06 -8.3%
131 OGE OGE ENERGY CORP Utilities 275,585.0 $11.8M 0.12% -2K -0.7% $42.69 +12.7%
132 DE DEERE & CO Industrials 25,049.0 $11.7M 0.12% -2K -7.2% $465.57 +14.1%
133 CRWD CROWDSTRIKE HLDGS INC Technology 24,832.0 $11.6M 0.12% -2K -8.8% $468.75 +38.3%
134 SLGN SILGAN HLDGS INC Consumer Cyclical 287,552.0 $11.6M 0.12% $40.36 -5.6%
135 BX BLACKSTONE INC Financial Services 73,901.0 $11.4M 0.12% -6K -7.2% $154.14 -23.1%
136 CB CHUBB LIMITED Financial Services 36,397.0 $11.4M 0.12% -3K -8.1% $312.11 +5.8%
137 SPY SPDR S&P 500 ETF TR Financial Services 16,545.0 $11.3M 0.12% +11K +187.1% $681.84 +8.9%
138 FNF FIDELITY NATIONAL FINANCIAL Financial Services 205,255.0 $11.2M 0.12% -2K -1.0% $54.59 -9.6%
139 SBUX STARBUCKS CORP Consumer Cyclical 132,914.0 $11.2M 0.12% -9K -6.5% $84.20 +26.5%
140 PH PARKER-HANNIFIN CORP Industrials 12,577.0 $11.1M 0.12% -1K -9.9% $878.91 -2.2%
Page 7 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%