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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 28 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FROG JFROG LTD Technology 5,729.0 $357K 0.00% +153.0 +2.7% $62.31 +14.6%
542 GDEN GOLDEN ENTMT INC Consumer Cyclical 13,033.0 $353K 0.00% +2K +14.5% $27.09 +5.4%
543 PRCH PORCH GROUP INC Technology 38,742.0 $353K 0.00% +34K +703.8% $9.11 +6.9%
544 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,821.0 $351K 0.00% +133.0 +5.0% $124.42 -8.4%
545 OXM OXFORD INDS INC Consumer Cyclical 10,032.0 $342K 0.00% +3K +42.0% $34.09 +14.5%
546 EE EXCELERATE ENERGY INC Utilities 12,047.0 $337K 0.00% +11K +901.4% $27.97 +26.2%
547 USLM UNITED STS LIME & MINERALS I Basic Materials 2,802.0 $334K 0.00% +2K +131.2% $119.20 -12.7%
548 CCB COASTAL FINL CORP WA Financial Services 2,868.0 $327K 0.00% +2K +384.5% $114.02 -38.4%
549 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 11,056.0 $322K 0.00% +10K +660.9% $29.12 -19.5%
550 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 19,424.0 $317K 0.00% +5K +32.6% $16.32 +8.6%
551 CTO CTO RLTY GROWTH INC NEW Real Estate 16,953.0 $311K 0.00% +575.0 +3.5% $18.34 +11.6%
552 APPS DIGITAL TURBINE INC Technology 60,550.0 $302K 0.00% +56K +1127.0% $4.99 -10.6%
553 HRI HERC HLDGS INC Industrials 2,028.0 $300K 0.00% +29.0 +1.4% $147.93 -12.4%
554 EVER EVERQUOTE INC Communication Services 10,921.0 $293K 0.00% +10K +954.1% $26.83 -30.6%
555 UA UNDER ARMOUR INC Consumer Cyclical 60,265.0 $289K 0.00% +47K +354.7% $4.80 +4.9%
556 FWRD FORWARD AIR CORP Industrials 11,296.0 $282K 0.00% +296.0 +2.7% $24.96 -66.6%
557 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 6,687.0 $277K 0.00% +5K +322.7% $41.42 -11.4%
558 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 13,973.0 $276K 0.00% +275.0 +2.0% $19.75 +98.0%
559 BFC BANK FIRST CORP Financial Services 2,204.0 $268K 0.00% +2K +456.6% $121.60 +17.1%
560 LOB LIVE OAK BANCSHARES INC Financial Services 7,786.0 $266K 0.00% +6K +335.2% $34.16 +9.5%
Page 28 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%