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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 32 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CLDT CHATHAM LODGING TR Real Estate 22,594.0 $153K 0.00% +160.0 +0.7% $6.77 +57.9%
622 NMRK NEWMARK GROUP INC Real Estate 8,833.0 $153K 0.00% +358.0 +4.2% $17.32 -16.1%
623 PAX PATRIA INVESTMENTS LIMITED Financial Services 9,683.0 $153K 0.00% +7K +262.8% $15.80 -29.3%
624 MGRC MCGRATH RENTCORP Industrials 1,453.0 $152K 0.00% +57.0 +4.1% $104.61 +4.8%
625 AVPT AVEPOINT INC Technology 10,872.0 $151K 0.00% +528.0 +5.1% $13.89 -26.3%
626 CTRI CENTURI HOLDINGS INC Utilities 5,844.0 $147K 0.00% +218.0 +3.9% $25.15 +20.0%
627 HTGC HERCULES CAPITAL INC Financial Services 7,821.0 $147K 0.00% +321.0 +4.3% $18.80 -17.7%
628 NNI NELNET INC Financial Services 1,113.0 $147K 0.00% +43.0 +4.0% $132.08 -1.8%
629 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 26,620.0 $145K 0.00% +25K +2253.7% $5.45 -54.7%
630 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 26,140.0 $144K 0.00% +300.0 +1.2% $5.51 +57.6%
631 ERII ENERGY RECOVERY INC Industrials 10,642.0 $142K 0.00% +8K +252.8% $13.34 -35.4%
632 TENB TENABLE HLDGS INC Technology 5,997.0 $141K 0.00% +203.0 +3.5% $23.51 +8.5%
633 SINCLAIR INC 9,241.0 $141K 0.00% +8K +573.0% $15.26
634 LINC LINCOLN EDL SVCS CORP Consumer Defensive 5,835.0 $139K 0.00% +4K +281.1% $23.82 +96.6%
635 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 13,578.0 $139K 0.00% +472.0 +3.6% $10.24 +30.7%
636 PINE ALPINE INCOME PPTY TR INC Real Estate 8,383.0 $138K 0.00% +2K +36.7% $16.46 +16.1%
637 AUPH AURINIA PHARMACEUTICALS INC Healthcare 8,543.0 $136K 0.00% +265.0 +3.2% $15.92 -2.9%
638 GIC GLOBAL INDUSTRIAL COMPANY Industrials 4,562.0 $133K 0.00% +2K +111.4% $29.15 -0.2%
639 WSBC WESBANCO INC Financial Services 4,002.0 $133K 0.00% +187.0 +4.9% $33.23 +2.8%
640 USNA USANA HEALTH SCIENCES INC Consumer Defensive 6,666.0 $130K 0.00% +525.0 +8.6% $19.50 -7.0%
Page 32 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%