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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 17 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 17,976.0 $1.1M 0.01% +289.0 +1.6% $62.58 +6.3%
322 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 14,038.0 $1.1M 0.01% +167.0 +1.2% $79.78 +10.8%
323 ADUS ADDUS HOMECARE CORP Healthcare 10,372.0 $1.1M 0.01% +201.0 +2.0% $107.31 -13.1%
324 ZD ZIFF DAVIS INC Communication Services 31,697.0 $1.1M 0.01% +11K +53.6% $35.11 +20.6%
325 IVV ISHARES TR 1,610.0 $1.1M 0.01% +885.0 +122.1% $684.47 +9.0%
326 CRGY CRESCENT ENERGY COMPANY Energy 131,364.0 $1.1M 0.01% +29K +28.9% $8.38 +56.3%
327 POWI POWER INTEGRATIONS INC Technology 30,924.0 $1.1M 0.01% +22K +248.4% $35.51 +94.7%
328 QDEL QUIDELORTHO CORP Healthcare 38,333.0 $1.1M 0.01% +424.0 +1.1% $28.51 -58.2%
329 MUR MURPHY OIL CORP Energy 34,936.0 $1.1M 0.01% +20K +138.2% $31.20 +21.1%
330 STC STEWART INFORMATION SVCS COR Financial Services 15,479.0 $1.1M 0.01% +234.0 +1.5% $70.22 -3.0%
331 KWR QUAKER HOUGHTON Basic Materials 7,782.0 $1.1M 0.01% +99.0 +1.3% $137.11 +1.5%
332 IOSP INNOSPEC INC Basic Materials 13,747.0 $1.1M 0.01% +120.0 +0.9% $76.45 +3.0%
333 ALG ALAMO GROUP INC Industrials 6,250.0 $1.0M 0.01% +106.0 +1.7% $167.68 -10.6%
334 NWN NORTHWEST NAT HLDG CO Utilities 22,349.0 $1.0M 0.01% +531.0 +2.4% $46.67 +6.8%
335 HMN HORACE MANN EDUCATORS CORP N Financial Services 22,535.0 $1.0M 0.01% +238.0 +1.1% $46.15 +3.2%
336 UNFI UNITED NAT FOODS INC Consumer Defensive 30,883.0 $1.0M 0.01% +407.0 +1.3% $33.64 +49.7%
337 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 22,375.0 $1.0M 0.01% +7K +41.1% $46.26 -25.6%
338 RCUS ARCUS BIOSCIENCES INC Healthcare 43,451.0 $1.0M 0.01% +9K +24.8% $23.82 -0.3%
339 NTCT NETSCOUT SYS INC Technology 38,290.0 $1.0M 0.01% +697.0 +1.9% $27.03 +45.9%
340 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 22,184.0 $1.0M 0.01% +7K +47.1% $46.61 -15.2%
Page 17 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%