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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 14 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PFS PROVIDENT FINL SVCS INC Financial Services 72,119.0 $1.4M 0.01% +1K +1.5% $19.73 +12.3%
262 FFBC FIRST FINL BANCORP OH Financial Services 56,794.0 $1.4M 0.01% +5K +9.2% $25.00 +22.7%
263 INSW INTERNATIONAL SEAWAYS INC Energy 29,266.0 $1.4M 0.01% +9K +43.7% $48.52 +75.4%
264 MTRN MATERION CORP Basic Materials 11,356.0 $1.4M 0.01% +126.0 +1.1% $124.25 +69.1%
265 JOE ST JOE CO Real Estate 23,642.0 $1.4M 0.01% +326.0 +1.4% $59.30 +8.0%
266 DNOW DNOW INC Energy 105,747.0 $1.4M 0.01% +46K +76.2% $13.24 -2.6%
267 IIPR INNOVATIVE INDL PPTYS INC Real Estate 29,483.0 $1.4M 0.01% +398.0 +1.4% $47.28 +19.3%
268 WAFD WAFD INC Financial Services 43,570.0 $1.4M 0.01% +608.0 +1.4% $31.99 +10.8%
269 CWT CALIFORNIA WTR SVC GROUP Utilities 32,163.0 $1.4M 0.01% +376.0 +1.2% $43.31 -0.2%
270 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 16,065.0 $1.4M 0.01% +12K +301.6% $84.28 -9.4%
271 KNTK KINETIK HOLDINGS INC Energy 37,313.0 $1.3M 0.01% +15K +70.0% $36.02 +39.2%
272 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 68,280.0 $1.3M 0.01% +941.0 +1.4% $19.65 +30.2%
273 VNOM VIPER ENERGY INC Energy 34,623.0 $1.3M 0.01% +11K +48.6% $38.59 +23.6%
274 CVBF CVB FINL CORP Financial Services 71,608.0 $1.3M 0.01% +561.0 +0.8% $18.57 +9.4%
275 WT WISDOMTREE INC Financial Services 108,893.0 $1.3M 0.01% +43K +64.2% $12.19 +57.7%
276 OII OCEANEERING INTL INC Energy 54,458.0 $1.3M 0.01% +380.0 +0.7% $24.00 +60.3%
277 COLB COLUMBIA BKG SYS INC Financial Services 46,542.0 $1.3M 0.01% +6K +14.3% $27.93 +6.0%
278 CRVL CORVEL CORP Financial Services 19,198.0 $1.3M 0.01% +314.0 +1.7% $67.66 -9.0%
279 SIRIUSPOINT LTD 58,362.0 $1.3M 0.01% +649.0 +1.1% $21.86
280 CUBI CUSTOMERS BANCORP INC Financial Services 17,434.0 $1.3M 0.01% +1K +8.6% $73.02 +3.7%
Page 14 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%