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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 31 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PERIMETER SOLUTIONS INC 6,555.0 $180K 0.00% +298.0 +4.8% $27.46
602 CBZ CBIZ INC Industrials 3,540.0 $178K 0.00% +141.0 +4.2% $50.28 -36.2%
603 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 6,146.0 $176K 0.00% +4K +192.8% $28.64 +72.6%
604 GBDC GOLUB CAP BDC INC Financial Services 12,826.0 $174K 0.00% +555.0 +4.5% $13.57 -4.4%
605 HURN HURON CONSULTING GROUP INC Industrials 1,005.0 $173K 0.00% +44.0 +4.6% $172.14 -38.8%
606 TNET TRINET GROUP INC Industrials 2,930.0 $173K 0.00% +111.0 +3.9% $59.04 -27.8%
607 NBN NORTHEAST BK PORTLAND ME Financial Services 1,638.0 $170K 0.00% +1K +428.4% $103.79 +19.7%
608 GRC GORMAN RUPP CO Industrials 3,543.0 $168K 0.00% +2K +149.9% $47.42 +52.8%
609 GLNG GOLAR LNG LTD Energy 4,540.0 $168K 0.00% +274.0 +6.4% $37.00 +41.4%
610 BRIGHTSTAR LOTTERY PLC 10,904.0 $168K 0.00% +462.0 +4.4% $15.41
611 TFSL TFS FINL CORP Financial Services 12,549.0 $167K 0.00% +626.0 +5.2% $13.31 +18.2%
612 LFST LIFESTANCE HEALTH GROUP INC Healthcare 23,443.0 $165K 0.00% +739.0 +3.2% $7.04 +6.0%
613 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,606.0 $163K 0.00% +1K +376.6% $101.49 +9.4%
614 STNE STONECO LTD Technology 11,076.0 $163K 0.00% +606.0 +5.8% $14.72 -24.9%
615 STGW STAGWELL INC Communication Services 33,060.0 $160K 0.00% +25K +294.5% $4.84 +28.5%
616 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 10,740.0 $159K 0.00% +309.0 +3.0% $14.80 -8.9%
617 PHI PLDT INC Communication Services 7,222.0 $157K 0.00% +244.0 +3.5% $21.74 -13.4%
618 LILAK LIBERTY LATIN AMERICA LTD Communication Services 21,146.0 $157K 0.00% +15K +251.8% $7.42 +12.2%
619 CLVT CLARIVATE PLC Technology 46,836.0 $156K 0.00% +2K +4.3% $3.33 -27.3%
620 RELY REMITLY GLOBAL INC Technology 11,204.0 $154K 0.00% +453.0 +4.2% $13.75 +57.0%
Page 31 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%