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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 18 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 51,378.0 $1.0M 0.01% +348.0 +0.7% $20.07 -44.3%
342 INVA INNOVIVA INC Healthcare 51,549.0 $1.0M 0.01% +21K +71.1% $19.96 +11.2%
343 CNS COHEN & STEERS INC Financial Services 16,333.0 $1.0M 0.01% +231.0 +1.4% $62.70 +15.1%
344 EVTC EVERTEC INC Technology 35,161.0 $1.0M 0.01% +384.0 +1.1% $29.07 -15.2%
345 KALU KAISER ALUMINUM CORP Basic Materials 8,842.0 $1.0M 0.01% +109.0 +1.2% $114.68 +47.7%
346 PLYMOUTH INDL REIT INC 46,143.0 $1.0M 0.01% +24K +107.7% $21.82
347 WOR WORTHINGTON ENTERPRISES INC Industrials 19,385.0 $999K 0.01% +240.0 +1.2% $51.53 +6.1%
348 AAT AMERICAN ASSETS TR INC Real Estate 52,626.0 $995K 0.01% +483.0 +0.9% $18.91 +17.2%
349 CRK COMSTOCK RES INC Energy 42,589.0 $986K 0.01% +3K +7.0% $23.15 -39.1%
350 NHC NATIONAL HEALTHCARE CORP Healthcare 7,161.0 $981K 0.01% +152.0 +2.2% $136.99 +43.1%
351 LMAT LEMAITRE VASCULAR INC Healthcare 11,986.0 $971K 0.01% +147.0 +1.2% $81.01 +22.8%
352 DEA EASTERLY GOVT PPTYS INC Real Estate 45,263.0 $957K 0.01% +1K +2.8% $21.14 +12.9%
353 NWBI NORTHWEST BANCSHARES INC MD Financial Services 79,529.0 $953K 0.01% +821.0 +1.0% $11.98 +16.6%
354 CHCO CITY HLDG CO Financial Services 7,952.0 $947K 0.01% +75.0 +0.9% $119.09 +4.5%
355 SEM SELECT MED HLDGS CORP Healthcare 63,370.0 $940K 0.01% +935.0 +1.5% $14.83 +11.4%
356 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 80,619.0 $940K 0.01% +1K +1.8% $11.66 +36.2%
357 LAUR LAUREATE EDUCATION INC Consumer Defensive 27,907.0 $939K 0.01% +21K +278.1% $33.65 -2.0%
358 VECO VEECO INSTRS INC DEL Technology 32,882.0 $939K 0.01% +361.0 +1.1% $28.56 +98.3%
359 PRGS PROGRESS SOFTWARE CORP Technology 21,848.0 $938K 0.01% +157.0 +0.7% $42.93 -32.0%
360 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 78,603.0 $938K 0.01% +50K +172.7% $11.93 +15.1%
Page 18 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%