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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 12 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AVA AVISTA CORP Utilities 44,068.0 $1.7M 0.02% +772.0 +1.8% $38.51 +6.3%
222 EXEL EXELIXIS INC Healthcare 38,703.0 $1.7M 0.02% +10K +35.7% $43.82 +13.3%
223 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 33,918.0 $1.7M 0.02% +468.0 +1.4% $49.94 +2.2%
224 YOU CLEAR SECURE INC Technology 48,269.0 $1.7M 0.02% +5K +10.5% $35.05 +76.9%
225 HCI HCI GROUP INC Financial Services 8,724.0 $1.7M 0.02% +3K +47.5% $191.54 -17.3%
226 GFF GRIFFON CORP Industrials 22,658.0 $1.7M 0.02% +340.0 +1.5% $73.62 +15.0%
227 LCII LCI INDS Consumer Cyclical 13,751.0 $1.7M 0.02% +181.0 +1.3% $121.30 -10.0%
228 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 29,040.0 $1.7M 0.02% +309.0 +1.1% $57.40 +10.0%
229 SHAK SHAKE SHACK INC Consumer Cyclical 20,495.0 $1.7M 0.02% +243.0 +1.2% $81.14 -21.8%
230 SBCF SEACOAST BKG CORP FLA Financial Services 52,835.0 $1.7M 0.02% +6K +12.3% $31.40 -2.5%
231 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,763.0 $1.7M 0.02% +4K +179.6% $287.18 +40.2%
232 HWKN HAWKINS INC Basic Materials 11,492.0 $1.6M 0.02% +132.0 +1.2% $141.92 +7.5%
233 KLIC KULICKE & SOFFA INDS INC Technology 35,553.0 $1.6M 0.02% +9K +35.5% $45.51 +122.1%
234 ELME COMMUNITIES 92,710.0 $1.6M 0.02% +804.0 +0.9% $17.38
235 CPK CHESAPEAKE UTILS CORP Utilities 12,783.0 $1.6M 0.02% +225.0 +1.8% $124.70 +1.9%
236 ALEXANDER & BALDWIN INC NEW 76,817.0 $1.6M 0.02% +779.0 +1.0% $20.61
237 CWEN CLEARWAY ENERGY INC Utilities 46,887.0 $1.6M 0.02% +1K +2.8% $33.25 +14.8%
238 BCC BOISE CASCADE CO DEL Basic Materials 21,171.0 $1.6M 0.02% +164.0 +0.8% $73.59 -8.8%
239 PRVA PRIVIA HEALTH GROUP INC Healthcare 65,747.0 $1.6M 0.02% +823.0 +1.3% $23.70 -2.2%
240 ITGR INTEGER HLDGS CORP Healthcare 19,837.0 $1.6M 0.02% +249.0 +1.3% $78.39 +14.8%
Page 12 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%