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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 21 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DXPE DXP ENTERPRISES INC Industrials 7,282.0 $798K 0.01% +69.0 +1.0% $109.59 +31.5%
402 LKFN LAKELAND FINL CORP Financial Services 13,982.0 $797K 0.01% +114.0 +0.8% $57.00 +5.6%
403 JJSF J & J SNACK FOODS CORP Consumer Defensive 8,823.0 $796K 0.01% +141.0 +1.6% $90.22 -18.3%
404 MXL MAXLINEAR INC Technology 45,677.0 $795K 0.01% +632.0 +1.4% $17.40 +472.7%
405 NSP INSPERITY INC Industrials 20,519.0 $794K 0.01% +14K +240.8% $38.70 -20.2%
406 STEL STELLAR BANCORP INC Financial Services 25,611.0 $791K 0.01% +193.0 +0.8% $30.89 +21.2%
407 NBHC NATIONAL BK HLDGS CORP Financial Services 20,776.0 $788K 0.01% +113.0 +0.6% $37.93 +10.5%
408 GBCI GLACIER BANCORP INC NEW Financial Services 17,892.0 $787K 0.01% +640.0 +3.7% $43.99 +8.7%
409 MBC MASTERBRAND INC Consumer Cyclical 71,241.0 $785K 0.01% +785.0 +1.1% $11.02 -31.0%
410 HROW HARROW INC Healthcare 15,807.0 $774K 0.01% +14K +807.4% $48.97 -32.7%
411 AHCO ADAPTHEALTH CORP Healthcare 77,739.0 $773K 0.01% +16K +25.9% $9.94 +5.9%
412 NEOG NEOGEN CORP Healthcare 110,645.0 $773K 0.01% +1K +1.2% $6.99 +26.8%
413 ABR ARBOR REALTY TRUST INC Real Estate 99,528.0 $772K 0.01% +3K +2.9% $7.76 -23.8%
414 HOPE HOPE BANCORP INC Financial Services 70,271.0 $769K 0.01% +714.0 +1.0% $10.94 +13.8%
415 AZTA AZENTA INC Healthcare 23,094.0 $767K 0.01% +237.0 +1.0% $33.21 -41.2%
416 WEN WENDYS CO Consumer Cyclical 91,885.0 $765K 0.01% +1K +1.5% $8.33 -6.9%
417 ASTRANA HEALTH INC 30,546.0 $757K 0.01% +6K +24.8% $24.78
418 LW LAMB WESTON HLDGS INC Consumer Defensive 18,063.0 $756K 0.01% +4K +24.0% $41.85 +2.3%
419 SILA SILA REALTY TRUST INC Real Estate 32,281.0 $751K 0.01% +5K +19.6% $23.26 +30.0%
420 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 56,599.0 $751K 0.01% +3K +6.1% $13.27 -19.4%
Page 21 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%