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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 33 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 LIBERTY GLOBAL LTD 11,680.0 $130K 0.00% +475.0 +4.2% $11.13
642 EQBK EQUITY BANCSHARES INC Financial Services 2,831.0 $126K 0.00% +2K +305.6% $44.51 +2.8%
643 TK TEEKAY CORPORATION LTD Energy 13,902.0 $124K 0.00% +10K +307.0% $8.92 +58.6%
644 COCO VITA COCO CO INC Consumer Defensive 2,290.0 $121K 0.00% +79.0 +3.6% $52.84 +49.2%
645 AVADEL PHARMACEUTICALS PLC 5,656.0 $121K 0.00% +189.0 +3.5% $21.39
646 ATKR ATKORE INC Industrials 1,875.0 $118K 0.00% +88.0 +4.9% $62.93 +21.0%
647 BH BIGLARI HLDGS INC Consumer Cyclical 353.0 $117K 0.00% +193.0 +120.6% $331.44 -17.3%
648 ETON PHARMACEUTICALS INC 6,943.0 $117K 0.00% +6K +388.6% $16.85
649 DIGITALBRIDGE GROUP INC 7,620.0 $116K 0.00% +433.0 +6.0% $15.22
650 SGRY SURGERY PARTNERS INC Healthcare 7,282.0 $112K 0.00% +259.0 +3.7% $15.38 -12.3%
651 MYE MYERS INDS INC Consumer Cyclical 6,002.0 $111K 0.00% +4K +291.8% $18.49 +18.9%
652 TIPT TIPTREE INC Financial Services 6,102.0 $110K 0.00% +4K +230.0% $18.03 -6.4%
653 RDVT RED VIOLET INC Technology 1,933.0 $109K 0.00% +1K +203.9% $56.39 -12.1%
654 OEC ORION S.A. Basic Materials 20,880.0 $109K 0.00% +18K +594.8% $5.22 +29.5%
655 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 3,768.0 $104K 0.00% +3K +431.4% $27.60 +55.0%
656 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 12,637.0 $103K 0.00% +577.0 +4.8% $8.15 -5.9%
657 EVCM EVERCOMMERCE INC Technology 8,523.0 $103K 0.00% +305.0 +3.7% $12.08 -13.5%
658 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 3,116.0 $103K 0.00% +154.0 +5.2% $33.06 +4.7%
659 IBEX IBEX LTD Technology 2,718.0 $103K 0.00% +2K +418.7% $37.90 -15.4%
660 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 3,175.0 $102K 0.00% +2K +154.4% $32.13 +36.7%
Page 33 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%