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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 11 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CALX CALIX INC Technology 33,847.0 $1.8M 0.02% +875.0 +2.6% $52.91 -27.4%
202 AIR AAR CORP Industrials 21,647.0 $1.8M 0.02% +2K +10.3% $82.74 +31.2%
203 GEO GEO GROUP INC NEW Industrials 110,776.0 $1.8M 0.02% +33K +42.2% $16.11 +43.4%
204 HAYW HAYWARD HLDGS INC Industrials 115,532.0 $1.8M 0.02% +2K +2.1% $15.44 -11.5%
205 KTB KONTOOR BRANDS INC Consumer Cyclical 29,078.0 $1.8M 0.02% +577.0 +2.0% $61.04 +13.7%
206 EXTR EXTREME NETWORKS Technology 105,619.0 $1.8M 0.02% +33K +45.1% $16.64 +43.7%
207 TDW TIDEWATER INC NEW Energy 34,785.0 $1.8M 0.02% +12K +50.2% $50.48 +67.5%
208 NMIH NMI HLDGS INC Financial Services 42,587.0 $1.7M 0.02% +223.0 +0.5% $40.76 -7.4%
209 PSMT PRICESMART INC Consumer Defensive 14,164.0 $1.7M 0.02% +318.0 +2.3% $122.56 +35.4%
210 GTY GETTY RLTY CORP NEW Real Estate 63,164.0 $1.7M 0.02% +8K +14.7% $27.36 +22.2%
211 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 20,844.0 $1.7M 0.02% +138.0 +0.7% $82.85 -5.2%
212 MARA MARA HOLDINGS INC Financial Services 192,372.0 $1.7M 0.02% +6K +3.2% $8.98 +50.9%
213 OTTR OTTER TAIL CORP Utilities 21,338.0 $1.7M 0.02% +251.0 +1.2% $80.79 +7.3%
214 FIBK FIRST INTST BANCSYSTEM INC Financial Services 49,857.0 $1.7M 0.02% +46K +1104.9% $34.58 +1.8%
215 WHD CACTUS INC Energy 37,585.0 $1.7M 0.02% +590.0 +1.6% $45.66 +36.1%
216 KAI KADANT INC Industrials 5,998.0 $1.7M 0.02% +72.0 +1.2% $284.93 +7.7%
217 AGYS AGILYSYS INC Technology 14,326.0 $1.7M 0.02% +156.0 +1.1% $118.74 -33.0%
218 KGS KODIAK GAS SVCS INC Energy 45,452.0 $1.7M 0.02% +9K +25.7% $37.38 +93.7%
219 RMBS RAMBUS INC DEL Technology 18,476.0 $1.7M 0.02% +7K +59.6% $91.85 +45.4%
220 AVA AVISTA CORP Utilities 44,068.0 $1.7M 0.02% +772.0 +1.8% $38.51 +6.3%
Page 11 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%