Fund Holdings

State of Alaska, Department of Revenue

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)2,050,7581,966,315-84,443420,753500,6825.11%+79,929
NVIDIA CORPORATION(NVDA)3,092,9402,963,928-129,012488,652553,0095.65%+64,357
ALPHABET INC(GOOG)742,930716,671-26,259130,925174,2221.78%+43,297
ALPHABET INC(GOOG)730,758707,187-23,571129,628172,2351.76%+42,607
TESLA INC(TSLA)362,150347,076-15,074115,040154,3501.58%+39,310
BROADCOM INC(AVGO)617,909593,388-24,521170,326195,7632.00%+25,437
APPLOVIN CORP(APP)028,945+28,945020,7980.21%+20,798
ROBINHOOD MKTS INC(HOOD)083,250+83,250011,9190.12%+11,919
PALANTIR TECHNOLOGIES INC(PLTR)239,630243,665+4,03532,66644,4490.45%+11,783
WELLTOWER INC(WELL)390,532399,291+8,75960,03471,1280.73%+11,094
ORACLE CORP(ORCL)230,428212,330-18,09850,37759,7150.61%+9,338
JOHNSON & JOHNSON(JNJ)340,473327,287-13,18652,00660,6850.62%+8,679
ABBVIE INC(ABBV)272,515254,549-17,96650,58358,9370.60%+8,354
MICRON TECHNOLOGY INC(MU)162,527163,164+63720,03127,3000.28%+7,269
ADVANCED MICRO DEVICES INC(AMD)196,379215,750+19,37127,86534,9060.36%+7,041
CHEVRON CORP NEW(CVX)224,759248,419+23,66032,18238,5760.39%+6,394
INTERNATIONAL BUSINESS MACHS(IBM)104,305129,712+25,40730,74736,5980.37%+5,851
SIMON PPTY GROUP INC NEW(SPG)193,104193,709+60531,04236,3520.37%+5,310
SYNOPSYS INC(SNPS)17,36728,222+10,8558,90313,9240.14%+5,021
INTEL CORP(INTC)489,711470,491-19,22010,96915,7840.16%+4,815
PROLOGIS INC.(PLD)558,241553,414-4,82758,68163,3750.65%+4,694
WALMART INC(WMT)511,842528,831+16,98950,04754,5000.56%+4,453
HECLA MNG CO(HL)0359,178+359,17804,3450.04%+4,345
ARISTA NETWORKS INC(ANET)115,831110,971-4,86011,85016,1690.17%+4,319
BLOCK INC(XYZ)059,182+59,18204,2770.04%+4,277
ELI LILLY & CO(LLY)92,571100,112+7,54172,16176,3850.78%+4,224
JPMORGAN CHASE & CO.(JPM)312,506300,509-11,99790,59894,7890.97%+4,191
LAM RESEARCH CORP(LRCX)143,800135,373-8,42713,99718,1260.19%+4,129
DATADOG INC(DDOG)7,23634,658+27,4229724,9350.05%+3,963
GRAHAM HLDGS CO(GHC)15,55115,725+17414,71318,5120.19%+3,799
ISHARES TR13,31543,352+30,0371,4545,1500.05%+3,696
CATERPILLAR INC(CAT)52,81850,343-2,47520,50424,0210.25%+3,517
GE AEROSPACE(GE)119,867113,634-6,23330,85234,1830.35%+3,331
SMITHFIELD FOODS INC(SFD)0140,000+140,00003,2870.03%+3,287
GARMIN LTD(GRMN)30,24838,882+8,6346,3139,5720.10%+3,259
MIRION TECHNOLOGIES INC(MIR)0125,407+125,40702,9160.03%+2,916
LOWES COS INC(LOW)122,024119,135-2,88927,07329,9390.31%+2,866
BANK AMERICA CORP737,578731,988-5,59034,90237,7630.39%+2,861
TJX COS INC NEW(TJX)175,527169,412-6,11521,67524,4860.25%+2,811
AMPHENOL CORP NEW135,926130,957-4,96913,42216,2050.17%+2,783
PEABODY ENERGY CORP(BTU)222,266214,342-7,9242,9815,6830.06%+2,702
KEMPER CORP(KMPB)6,76159,750+52,9894363,0790.03%+2,643
PINNACLE FINL PARTNERS INC8,62738,282+29,6559523,5890.04%+2,637
UNITEDHEALTH GROUP INC(UNH)129,485124,615-4,87040,39443,0290.44%+2,635
NEWMONT CORP(NEM)124,973117,389-7,5847,2809,8970.10%+2,617
WESTERN DIGITAL CORP(WDC)49,21246,794-2,4183,1485,6170.06%+2,469
THERMO FISHER SCIENTIFIC INC(TMO)42,50740,446-2,06117,23419,6170.20%+2,383
AT&T INC(T)938,5241,045,403+106,87927,16029,5210.30%+2,361
THE TRADE DESK INC(TTD)048,076+48,07602,3560.02%+2,356
MARKETAXESS HLDGS INC(MKTX)4,21518,800+14,5859413,2750.03%+2,334
VONTIER CORPORATION(VNT)407,055413,353+6,29815,02017,3470.18%+2,327
PERRIGO CO PLC(PRGO)15,439122,855+107,4164122,7350.03%+2,323
CORNING INC(GLW)86,57483,401-3,1734,5526,8410.07%+2,289
WARNER BROS DISCOVERY INC(WBD)252,880265,049+12,1692,8985,1760.05%+2,278
Q2 HLDGS INC(QTWO)031,442+31,44202,2760.02%+2,276
HOME DEPOT INC(HD)111,608106,583-5,02540,91943,1860.44%+2,267
VENTAS INC(VTR)264,287270,617+6,33016,68918,9400.19%+2,251
KLA CORP(KLAC)16,33115,605-72614,62716,8300.17%+2,203
CITIGROUP INC(C)210,114197,581-12,53317,88420,0540.20%+2,170
WAYSTAR HLDG CORP(WAY)057,150+57,15002,1670.02%+2,167
CAESARS ENTERTAINMENT INC NE(CZR)23,331104,656+81,3256622,8280.03%+2,166
NUTANIX INC(NTNX)028,765+28,76502,1390.02%+2,139
GE VERNOVA INC(GEV)30,61029,755-85516,19718,2960.19%+2,099
TALEN ENERGY CORP(TLN)04,928+4,92802,0960.02%+2,096
TELEDYNE TECHNOLOGIES INC(TDY)5,2708,016+2,7462,6994,6970.05%+1,998
RTX CORPORATION(RTX)150,189142,947-7,24221,93023,9190.24%+1,989
MICROSOFT CORP(MSFT)1,041,8851,004,385-37,500518,243520,2205.31%+1,977
NOBLE CORP PLC(NE)069,179+69,17901,9550.02%+1,955
ENPHASE ENERGY INC(ENPH)14,77171,589+56,8185852,5330.03%+1,948
GOLDMAN SACHS GROUP INC(GS)38,87936,954-1,92527,51629,4270.30%+1,911
SEAGATE TECHNOLOGY HLDNGS PL23,84122,621-1,2203,4405,3390.05%+1,899
REALTY INCOME CORP(O)538,537540,950+2,41331,02332,8830.34%+1,860
PTC INC(PTC)61,36960,991-37810,57512,3810.13%+1,806
VICTORY CAP HLDGS INC(VCTR)027,847+27,84701,8030.02%+1,803
ENCOMPASS HEALTH CORP(EHC)12,51126,209+13,6981,5343,3280.03%+1,794
TRANSUNION(TRU)020,925+20,92501,7530.02%+1,753
TECHNIPFMC PLC(FTI)044,196+44,19601,7430.02%+1,743
UNUM GROUP(UNM)45,02769,128+24,1013,6355,3760.05%+1,741
ALTRIA GROUP INC(MO)308,878299,680-9,19818,10819,7960.20%+1,688
GENERAL MTRS CO(GM)168,807163,313-5,4948,3069,9560.10%+1,650
TWILIO INC(TWLO)016,410+16,41001,6420.02%+1,642
CURTISS WRIGHT CORP(CW)31,30731,192-11515,29516,9340.17%+1,639
UNITED RENTALS INC(URI)9,4059,037-3687,0858,6260.09%+1,541
VERACYTE INC(VCYT)043,712+43,71201,4990.02%+1,499
ADVANCED DRAIN SYS INC DEL(WMS)15,92023,823+7,9031,8273,3040.03%+1,477
DONALDSON INC(DCI)121,601120,937-6648,4329,8980.10%+1,466
PLEXUS CORP(PLXS)16,13125,181+9,0502,1823,6410.04%+1,459
KIRBY CORP(KEX)6,30126,006+19,7057142,1700.02%+1,456
JAZZ PHARMACEUTICALS PLC(JAZZ)57,93357,632-3016,1477,5950.08%+1,448
LOCKHEED MARTIN CORP(LMT)31,28431,820+53614,48815,8840.16%+1,396
DOORDASH INC(DASH)38,56540,033+1,4689,50610,8880.11%+1,382
NEWMARKET CORP(NEU)10,01710,005-126,9198,2860.08%+1,367
CIRRUS LOGIC INC(CRUS)55,60257,127+1,5255,7957,1560.07%+1,361
TD SYNNEX CORPORATION(SNX)49,38449,208-1766,7008,0570.08%+1,357
TE CONNECTIVITY PLC(TEL)33,31431,721-1,5935,6196,9630.07%+1,344
BLACKSTONE INC(BX)82,05579,661-2,39412,27313,6100.14%+1,337
KODIAK GAS SVCS INC(KGS)036,147+36,14701,3360.01%+1,336
REYNOLDS CONSUMER PRODS INC(REYN)163,367197,529+34,1623,4994,8320.05%+1,333
RESIDEO TECHNOLOGIES INC(REZI)88,42875,885-12,5431,9503,2760.03%+1,326
D R HORTON INC(DHI)35,64834,905-7434,5955,9140.06%+1,319
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