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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 9 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 56,726.0 $9.2M 0.10% -5K -7.4% $161.95 -6.5%
162 DOX AMDOCS LTD Technology 113,180.0 $9.1M 0.10% $80.51 -22.5%
163 DUK DUKE ENERGY CORP NEW Utilities 77,272.0 $9.1M 0.10% -6K -6.9% $117.21 +6.4%
164 AZO AUTOZONE INC Consumer Cyclical 2,666.0 $9.0M 0.10% -125.0 -4.5% $3391.22 +1.4%
165 CTRE CARETRUST REIT INC Real Estate 244,811.0 $8.8M 0.09% +31K +14.3% $36.15 +13.4%
166 LAZ LAZARD INC Financial Services 181,368.0 $8.8M 0.09% +10K +6.0% $48.55 -1.8%
167 CORPAY INC 29,176.0 $8.8M 0.09% -695.0 -2.3% $300.90
168 CL COLGATE PALMOLIVE CO Consumer Defensive 110,425.0 $8.7M 0.09% -6K -5.2% $79.01 +14.5%
169 HOOD ROBINHOOD MKTS INC Financial Services 76,915.0 $8.7M 0.09% -6K -7.6% $113.10 -32.9%
170 ORI OLD REP INTL CORP Financial Services 190,232.0 $8.7M 0.09% -2K -0.9% $45.63 -13.1%
171 KKR KKR & CO INC Financial Services 68,027.0 $8.7M 0.09% -6K -8.0% $127.48 -25.7%
172 TT TRANE TECHNOLOGIES PLC Industrials 22,068.0 $8.6M 0.09% -2K -8.3% $389.16 +16.1%
173 CDNS CADENCE DESIGN SYSTEM INC Technology 27,106.0 $8.5M 0.09% -2K -7.2% $312.55 +14.7%
174 NFG NATIONAL FUEL GAS CO Energy 105,674.0 $8.5M 0.09% -845.0 -0.8% $80.06 +1.5%
175 MMM 3M CO Industrials 52,805.0 $8.5M 0.09% -4K -7.6% $160.10 -5.3%
176 DASH DOORDASH INC Communication Services 37,238.0 $8.4M 0.09% -3K -7.0% $226.46 -29.7%
177 CRH PLC 66,670.0 $8.3M 0.09% NEW $124.79
178 WPC WP CAREY INC Real Estate 128,864.0 $8.3M 0.09% -865.0 -0.7% $64.35 +16.6%
179 USB US BANCORP DEL Financial Services 154,900.0 $8.3M 0.09% -13K -7.5% $53.36 +2.1%
180 MSI MOTOROLA SOLUTIONS INC Technology 21,531.0 $8.3M 0.09% -2K -7.2% $383.26 +4.4%
Page 9 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%