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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 16 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PATHWARD FINANCIAL INC 16,844.0 $1.2M 0.01% +4K +34.8% $70.95
302 CSGS CSG SYS INTL INC Technology 15,512.0 $1.2M 0.01% +107.0 +0.7% $76.59 +5.4%
303 PGNY PROGYNY INC Healthcare 46,132.0 $1.2M 0.01% +780.0 +1.7% $25.67 -0.1%
304 BEACON FINANCIAL CORP. 44,730.0 $1.2M 0.01% +878.0 +2.0% $26.36
305 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 23,348.0 $1.2M 0.01% +289.0 +1.2% $50.45 +20.0%
306 CSR CENTERSPACE Real Estate 17,657.0 $1.2M 0.01% +212.0 +1.2% $66.60 +1.2%
307 SM SM ENERGY CO Energy 62,335.0 $1.2M 0.01% +423.0 +0.7% $18.69 +86.3%
308 KSS KOHLS CORP Consumer Cyclical 57,016.0 $1.2M 0.01% +639.0 +1.1% $20.40 -37.8%
309 CVLT COMMVAULT SYS INC Technology 9,283.0 $1.2M 0.01% +4K +93.6% $125.28 -15.4%
310 FBNC FIRST BANCORP N C Financial Services 22,841.0 $1.2M 0.01% +238.0 +1.1% $50.74 +15.6%
311 ATR APTARGROUP INC Healthcare 9,493.0 $1.2M 0.01% +2K +34.9% $121.88 -5.2%
312 NTST NETSTREIT CORP Real Estate 65,638.0 $1.2M 0.01% +20K +42.7% $17.63 +17.0%
313 HE HAWAIIAN ELEC INDUSTRIES Utilities 93,573.0 $1.1M 0.01% +88K +1548.0% $12.29 +11.4%
314 CHEF CHEFS WHSE INC Consumer Defensive 18,437.0 $1.1M 0.01% +183.0 +1.0% $62.32 +25.3%
315 SRPT SAREPTA THERAPEUTICS INC Healthcare 53,280.0 $1.1M 0.01% +4K +8.5% $21.51 -20.4%
316 ACMR ACM RESH INC Technology 28,980.0 $1.1M 0.01% +3K +12.1% $39.44 +81.5%
317 CRY ARTIVION INC 25,017.0 $1.1M 0.01% +2K +7.4% $45.57 -60.8%
318 TILE INTERFACE INC Consumer Cyclical 40,835.0 $1.1M 0.01% +8K +25.6% $27.87 +3.2%
319 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 43,944.0 $1.1M 0.01% +667.0 +1.5% $25.78 -34.2%
320 WD WALKER & DUNLOP INC Financial Services 18,787.0 $1.1M 0.01% +202.0 +1.1% $60.09 -17.2%
Page 16 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%