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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 34 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CASS CASS INFORMATION SYS INC Industrials 2,457.0 $101K 0.00% +2K +365.3% $41.11 +13.1%
662 EBF ENNIS INC Industrials 5,588.0 $100K 0.00% +4K +297.4% $17.90 +12.0%
663 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 4,529.0 $98K 0.00% +240.0 +5.6% $21.64 -19.4%
664 NUS NU SKIN ENTERPRISES INC Consumer Defensive 10,187.0 $97K 0.00% +8K +465.6% $9.52 -37.9%
665 BUR BURFORD CAP LTD Financial Services 10,900.0 $97K 0.00% +522.0 +5.0% $8.90 -47.2%
666 FRME FIRST MERCHANTS CORP Financial Services 2,542.0 $95K 0.00% +97.0 +4.0% $37.37 +7.6%
667 STNG SCORPIO TANKERS INC Energy 1,869.0 $95K 0.00% +74.0 +4.1% $50.83 +60.7%
668 BUSE FIRST BUSEY CORP Financial Services 3,973.0 $94K 0.00% +223.0 +6.0% $23.66 +13.4%
669 REPX RILEY EXPLORATION PERMIAN IN Energy 3,579.0 $94K 0.00% +3K +346.3% $26.26 +47.6%
670 SD SANDRIDGE ENERGY INC Energy 6,604.0 $94K 0.00% +5K +391.0% $14.23 +9.0%
671 NATH NATHANS FAMOUS INC NEW Consumer Cyclical 1,007.0 $93K 0.00% +784.0 +351.6% $92.35 +9.5%
672 CMPR CIMPRESS PLC Communication Services 1,406.0 $93K 0.00% +86.0 +6.5% $66.15 +43.9%
673 ODC OIL DRI CORP AMER Basic Materials 1,879.0 $91K 0.00% +1K +361.7% $48.43 +55.3%
674 EFSC ENTERPRISE FINL SVCS CORP Financial Services 1,672.0 $90K 0.00% +74.0 +4.6% $53.83 +12.7%
675 HUN HUNTSMAN CORP Basic Materials 9,051.0 $90K 0.00% +403.0 +4.7% $9.94 +44.6%
676 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 1,821.0 $90K 0.00% +86.0 +5.0% $49.42 +13.5%
677 PAGS PAGSEGURO DIGITAL LTD Technology 9,402.0 $90K 0.00% +418.0 +4.7% $9.57 -2.6%
678 SYBT STOCK YDS BANCORP INC Financial Services 1,378.0 $89K 0.00% +57.0 +4.3% $64.59 +10.0%
679 MCS MARCUS CORP DEL Communication Services 5,761.0 $88K 0.00% +5K +656.0% $15.28 +19.9%
680 LIONSGATE STUDIOS CORP 9,570.0 $87K 0.00% +422.0 +4.6% $9.09
Page 34 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%