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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 24 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 REX REX AMERICAN RES CORP Basic Materials 19,165.0 $617K 0.01% +4K +24.2% $32.19 +51.5%
462 ENR ENERGIZER HLDGS INC NEW Industrials 30,922.0 $615K 0.01% +349.0 +1.1% $19.89 -13.0%
463 DAVE INC 2,761.0 $610K 0.01% +2K +463.5% $220.93
464 COHU COHU INC Technology 25,767.0 $599K 0.01% +285.0 +1.1% $23.25 +96.4%
465 WINA WINMARK CORP Consumer Cyclical 1,478.0 $597K 0.01% +1K +669.8% $403.92 -11.0%
466 KW KENNEDY-WILSON HOLDINGS INC Real Estate 61,090.0 $590K 0.01% +722.0 +1.2% $9.66 +13.9%
467 TR TOOTSIE ROLL INDS INC Consumer Defensive 16,147.0 $590K 0.01% +5K +40.6% $36.54 +10.5%
468 WLDN WILLDAN GROUP INC Industrials 5,703.0 $590K 0.01% +5K +633.0% $103.45 -10.5%
469 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 14,995.0 $585K 0.01% +2K +12.2% $39.01 +7.2%
470 STAA STAAR SURGICAL CO Healthcare 25,327.0 $584K 0.01% +393.0 +1.6% $23.06 +43.3%
471 TREEHOUSE FOODS INC 24,748.0 $583K 0.01% +266.0 +1.1% $23.56
472 CLEARWAY ENERGY INC 18,520.0 $581K 0.01% +1K +6.3% $31.37
473 DHC DIVERSIFIED HEALTHCARE TR Real Estate 119,431.0 $578K 0.01% +702.0 +0.6% $4.84 +83.9%
474 SKYWARD SPECIALTY INS GROUP 11,336.0 $578K 0.01% +9K +504.3% $50.99
475 CRMD CORMEDIX INC Healthcare 49,358.0 $573K 0.01% +45K +951.5% $11.61 -30.6%
476 EZPW EZCORP INC Financial Services 29,461.0 $572K 0.01% +315.0 +1.1% $19.42 +72.2%
477 VRTS VIRTUS INVT PARTNERS INC Financial Services 3,495.0 $569K 0.01% +40.0 +1.2% $162.80 -15.3%
478 SCL STEPAN CO Basic Materials 11,858.0 $561K 0.01% +130.0 +1.1% $47.31 +7.2%
479 PDM PIEDMONT REALTY TRUST INC Real Estate 67,128.0 $559K 0.01% +470.0 +0.7% $8.33 -3.0%
480 ASTE ASTEC INDS INC Industrials 12,910.0 $558K 0.01% +137.0 +1.1% $43.22 +12.5%
Page 24 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%