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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $10.1B AUM 3,580 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 270 Added 1285 Reduced 71 Exited
Page 8 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SBAC SBA COMMUNICATIONS CORP Real Estate 62,980.0 $11.1M 0.11% -665.0 -1.0% $176.44 +4.9%
142 TKR TIMKEN CO Industrials 75,164.0 $10.9M 0.11% -8K -9.4% $145.30 -15.5%
143 SPY STATE STR SPDR S&P 500 ETF T Financial Services 14,564.0 $10.9M 0.11% -2K -12.0% $746.70 +2.2%
144 VNT VONTIER CORPORATION Technology 370,261.0 $10.7M 0.11% -42K -10.1% $29.00 +14.6%
145 REGN REGENERON PHARMACEUTICALS Healthcare 17,215.0 $10.7M 0.11% -1K -5.9% $623.53 +32.9%
146 GD GENERAL DYNAMICS CORP Industrials 30,290.0 $10.7M 0.11% -974.0 -3.1% $354.18 +8.4%
147 MPC MARATHON PETE CORP Energy 41,663.0 $10.7M 0.11% -3K -7.1% $255.65 +41.8%
148 SYK STRYKER CORPORATION Healthcare 33,806.0 $10.6M 0.11% -229.0 -0.7% $314.83 +4.1%
149 TT TRANE TECHNOLOGIES PLC Industrials 21,660.0 $10.6M 0.11% -408.0 -1.9% $491.14 -7.8%
150 PWR QUANTA SVCS INC Industrials 14,704.0 $10.6M 0.10% $720.01 -14.3%
151 SO SOUTHERN CO Utilities 110,455.0 $10.6M 0.10% +949.0 +0.9% $95.70 -5.9%
152 INVH INVITATION HOMES INC Real Estate 349,200.0 $10.5M 0.10% -10K -2.7% $30.20 +0.8%
153 HWM HOWMET AEROSPACE INC Industrials 39,203.0 $10.5M 0.10% -662.0 -1.7% $268.86 -2.1%
154 ADBE ADOBE INC Technology 51,156.0 $10.5M 0.10% -3K -5.6% $205.00 +34.8%
155 MRSH MARSH & MCLENNAN COS INC Financial Services 62,523.0 $10.4M 0.10% -3K -4.9% $166.64 +16.8%
156 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 26,734.0 $10.3M 0.10% -1K -5.2% $386.66 +4.1%
157 WY WEYERHAEUSER CO Real Estate 429,996.0 $10.3M 0.10% $23.94 +1.9%
158 AJG GALLAGHER ARTHUR J & CO Financial Services 44,742.0 $10.3M 0.10% -3K -5.5% $229.54 +18.5%
159 ON ON SEMICONDUCTOR CORP Technology 108,160.0 $10.2M 0.10% -25K -18.7% $94.54 -23.9%
160 ADSK AUTODESK INC Technology 52,164.0 $10.1M 0.10% +31K +147.1% $194.41 +30.9%
Page 8 of 109  ·  2,173 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 34.4%
Financial Services 10.3%
Real Estate 10.1%
Consumer Cyclical 9.3%
Industrials 9.0%
Healthcare 8.7%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.3%