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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 22 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 27,916.0 $747K 0.01% +7K +34.3% $26.76 -32.1%
422 HLIT HARMONIC INC Technology 75,343.0 $744K 0.01% +13K +20.9% $9.87 +28.6%
423 EFC ELLINGTON FINANCIAL INC Real Estate 54,643.0 $742K 0.01% +4K +8.7% $13.58 -0.1%
424 TPB TURNING PT BRANDS INC Consumer Defensive 6,792.0 $736K 0.01% +6K +804.4% $108.36 -15.8%
425 ENVIRI CORP 41,067.0 $735K 0.01% +486.0 +1.2% $17.90
426 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 51,358.0 $728K 0.01% +477.0 +0.9% $14.18 +62.4%
427 WRBY WARBY PARKER INC Healthcare 33,154.0 $722K 0.01% +27K +484.2% $21.78 +12.3%
428 UVV UNIVERSAL CORP VA Consumer Defensive 13,688.0 $721K 0.01% +166.0 +1.2% $52.67 +4.0%
429 VYX NCR VOYIX CORPORATION Technology 70,520.0 $719K 0.01% +964.0 +1.4% $10.20 -36.5%
430 TFIN TRIUMPH FINANCIAL INC Financial Services 11,494.0 $719K 0.01% +148.0 +1.3% $62.55 +4.7%
431 XPEL XPEL INC Consumer Cyclical 14,413.0 $719K 0.01% +154.0 +1.1% $49.89 -9.4%
432 PZZA PAPA JOHNS INTL INC Consumer Cyclical 18,642.0 $716K 0.01% +328.0 +1.8% $38.41 -15.8%
433 MLKN MILLERKNOLL INC Consumer Cyclical 38,972.0 $711K 0.01% +767.0 +2.0% $18.24 -15.4%
434 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 23,396.0 $702K 0.01% +146.0 +0.6% $30.01 -1.7%
435 UMH UMH PPTYS INC Real Estate 43,865.0 $697K 0.01% +995.0 +2.3% $15.89 -3.2%
436 SNCY SUN CTRY AIRLS HLDGS INC Industrials 48,413.0 $695K 0.01% +18K +61.3% $14.36 +12.6%
437 PRA PROASSURANCE CORP Financial Services 28,292.0 $683K 0.01% +308.0 +1.1% $24.14 +1.9%
438 JBLU JETBLUE AWYS CORP Industrials 148,156.0 $674K 0.01% +2K +1.2% $4.55 +10.1%
439 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 34,674.0 $673K 0.01% +30K +572.1% $19.41 +42.5%
440 ALGT ALLEGIANT TRAVEL CO Industrials 7,888.0 $671K 0.01% +62.0 +0.8% $85.07 -4.3%
Page 22 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%