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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 25 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 XNCR XENCOR INC Healthcare 36,407.0 $557K 0.01% +519.0 +1.4% $15.30 -26.0%
482 PMT PENNYMAC MTG INVT TR Real Estate 44,307.0 $556K 0.01% +522.0 +1.2% $12.55 -16.3%
483 TWO HBRS INVT CORP 52,987.0 $556K 0.01% +590.0 +1.1% $10.49
484 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 25,523.0 $550K 0.01% +254.0 +1.0% $21.55 -14.8%
485 W WAYFAIR INC Consumer Cyclical 5,418.0 $544K 0.01% +124.0 +2.3% $100.41 -35.5%
486 CPF CENTRAL PAC FINL CORP Financial Services 17,444.0 $543K 0.01% +3K +18.9% $31.13 +11.8%
487 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 8,770.0 $542K 0.01% +97.0 +1.1% $61.80 +19.2%
488 CXM SPRINKLR INC Technology 68,035.0 $528K 0.01% +553.0 +0.8% $7.76 -32.0%
489 UPBOUND GROUP INC 29,721.0 $520K 0.01% +327.0 +1.1% $17.50
490 UFCS UNITED FIRE GROUP INC Financial Services 14,273.0 $517K 0.01% +2K +17.7% $36.22 +32.6%
491 COUR COURSERA INC Consumer Defensive 70,210.0 $515K 0.01% +61K +683.2% $7.34 -28.6%
492 HFWA HERITAGE FINL CORP WASH Financial Services 21,839.0 $515K 0.01% +3K +18.4% $23.58 +15.1%
493 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 16,103.0 $513K 0.01% +342.0 +2.2% $31.86 +11.1%
494 SDGR SCHRODINGER INC Healthcare 28,573.0 $510K 0.01% +362.0 +1.3% $17.85 -31.0%
495 TMP TOMPKINS FINL CORP Financial Services 7,048.0 $510K 0.01% +75.0 +1.1% $72.36 +18.1%
496 ROOT INC 7,045.0 $508K 0.01% +6K +1155.8% $72.11
497 VTOL BRISTOW GROUP INC Energy 13,865.0 $507K 0.01% +197.0 +1.4% $36.57 +18.0%
498 GO GROCERY OUTLET HLDG CORP Consumer Defensive 49,969.0 $504K 0.01% +605.0 +1.2% $10.09 -20.6%
499 ESRT EMPIRE ST RLTY TR INC Real Estate 76,999.0 $501K 0.01% +1K +1.9% $6.51 -13.3%
500 PDFS PDF SOLUTIONS INC Technology 17,587.0 $501K 0.01% +188.0 +1.1% $28.49 +56.5%
Page 25 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%