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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 10 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CRC CALIFORNIA RES CORP Energy 43,216.0 $1.9M 0.02% +3K +8.7% $44.71 +39.3%
182 FULT FULTON FINL CORP PA Financial Services 99,907.0 $1.9M 0.02% +678.0 +0.7% $19.32 +10.8%
183 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 47,165.0 $1.9M 0.02% +9K +22.6% $40.73 -8.9%
184 WAY WAYSTAR HLDG CORP Technology 58,450.0 $1.9M 0.02% +1K +2.3% $32.75 -41.3%
185 DEI DOUGLAS EMMETT INC Real Estate 174,243.0 $1.9M 0.02% +2K +1.3% $10.98 +4.4%
186 LTC LTC PPTYS INC Real Estate 55,669.0 $1.9M 0.02% +8K +17.0% $34.35 +12.5%
187 MYRG MYR GROUP INC DEL Industrials 8,745.0 $1.9M 0.02% +115.0 +1.3% $218.41 +101.0%
188 MHO M/I HOMES INC Consumer Cyclical 14,839.0 $1.9M 0.02% +96.0 +0.7% $127.84 +0.9%
189 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 35,188.0 $1.9M 0.02% +251.0 +0.7% $53.91 +29.8%
190 MCY MERCURY GENL CORP NEW Financial Services 20,148.0 $1.9M 0.02% +4K +28.5% $94.00 +8.9%
191 DOCN DIGITALOCEAN HLDGS INC Technology 39,119.0 $1.9M 0.02% +607.0 +1.6% $48.11 +229.1%
192 SPSC SPS COMM INC Technology 20,986.0 $1.9M 0.02% +126.0 +0.6% $89.11 -39.7%
193 VCYT VERACYTE INC Healthcare 44,264.0 $1.9M 0.02% +552.0 +1.3% $42.07 +7.4%
194 RNST RENASANT CORP Financial Services 52,591.0 $1.9M 0.02% +742.0 +1.4% $35.20 +16.8%
195 BKU BANKUNITED INC Financial Services 41,447.0 $1.8M 0.02% +516.0 +1.3% $44.56 +4.0%
196 PATK PATRICK INDS INC Consumer Cyclical 17,014.0 $1.8M 0.02% +268.0 +1.6% $108.38 -16.8%
197 NATL NCR ATLEOS CORPORATION Technology 48,111.0 $1.8M 0.02% +8K +19.7% $38.08 +17.7%
198 FN FABRINET Technology 3,997.0 $1.8M 0.02% +127.0 +3.3% $455.09 +54.5%
199 ACLS AXCELIS TECHNOLOGIES INC Technology 22,568.0 $1.8M 0.02% +7K +42.8% $80.29 +89.9%
200 FUL FULLER H B CO Basic Materials 30,198.0 $1.8M 0.02% +589.0 +2.0% $59.41 -5.1%
Page 10 of 37  ·  732 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%