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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 15 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BANF BANCFIRST CORP Financial Services 11,997.0 $1.3M 0.01% +215.0 +1.8% $105.94 +5.1%
282 HILLENBRAND INC 39,941.0 $1.3M 0.01% +589.0 +1.5% $31.70
283 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 69,777.0 $1.3M 0.01% +24K +53.7% $18.13 -15.7%
284 DIOD DIODES INC Technology 25,574.0 $1.3M 0.01% +231.0 +0.9% $49.31 +95.3%
285 OI O-I GLASS INC Consumer Cyclical 84,929.0 $1.3M 0.01% +975.0 +1.2% $14.75 -38.9%
286 APPF APPFOLIO INC Technology 5,379.0 $1.2M 0.01% +2K +50.7% $232.39 -30.1%
287 PRDO PERDOCEO ED CORP Consumer Defensive 42,146.0 $1.2M 0.01% +8K +23.5% $29.30 +15.4%
288 CNK CINEMARK HLDGS INC Communication Services 52,567.0 $1.2M 0.01% +1K +2.0% $23.23 +14.5%
289 ADEA ADEIA INC Technology 70,822.0 $1.2M 0.01% +11K +19.0% $17.24 +52.9%
290 LINE LINEAGE INC Real Estate 34,840.0 $1.2M 0.01% +250.0 +0.7% $34.99 +14.5%
291 PRK PARK NATL CORP Financial Services 7,997.0 $1.2M 0.01% +127.0 +1.6% $152.06 +11.0%
292 KMT KENNAMETAL INC Industrials 42,796.0 $1.2M 0.01% +492.0 +1.2% $28.39 +24.1%
293 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 84,792.0 $1.2M 0.01% +35K +70.3% $14.25 -11.7%
294 IVT INVENTRUST PPTYS CORP Real Estate 42,682.0 $1.2M 0.01% +789.0 +1.9% $28.16 +16.4%
295 HIMS HIMS & HERS HEALTH INC Healthcare 37,029.0 $1.2M 0.01% +14K +63.6% $32.46 -26.0%
296 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 30,554.0 $1.2M 0.01% +371.0 +1.2% $39.27 +49.3%
297 NBTB NBT BANCORP INC Financial Services 28,929.0 $1.2M 0.01% +397.0 +1.4% $41.48 +10.6%
298 CENX CENTURY ALUM CO Basic Materials 30,604.0 $1.2M 0.01% +441.0 +1.5% $39.15 +54.5%
299 LNN LINDSAY CORP Industrials 10,169.0 $1.2M 0.01% +4K +67.6% $117.71 -7.2%
300 SONO SONOS INC Technology 68,257.0 $1.2M 0.01% +1K +1.7% $17.54 -14.4%
Page 15 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%