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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 35 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MITK MITEK SYS INC Technology 8,075.0 $85K 0.00% +6K +305.2% $10.53 +45.9%
682 BWMN BOWMAN CONSULTING GROUP LTD Industrials 2,599.0 $84K 0.00% +2K +169.6% $32.32 -3.8%
683 ATLANTA BRAVES HLDGS INC 2,119.0 $83K 0.00% +125.0 +6.3% $39.17
684 HAMILTON INSURANCE GROUP LTD 3,007.0 $83K 0.00% +130.0 +4.5% $27.60
685 CCNE CNB FINL CORP PA Financial Services 3,160.0 $81K 0.00% +2K +276.2% $25.63 +20.2%
686 NWPX NWPX INFRASTRUCTURE INC Industrials 1,287.0 $80K 0.00% +754.0 +141.5% $62.16 +75.4%
687 CWCO CONSOLIDATED WATER CO INC Utilities 2,317.0 $80K 0.00% +2K +382.7% $34.53 -15.9%
688 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 2,858.0 $78K 0.00% +169.0 +6.3% $27.29 -0.6%
689 CVLG COVENANT LOGISTICS GROUP INC Industrials 3,515.0 $77K 0.00% +2K +204.6% $21.91 +70.6%
690 FSBC FIVE STAR BANCORP Financial Services 2,177.0 $77K 0.00% +1K +154.6% $35.37 +18.7%
691 SMBK SMARTFINANCIAL INC Financial Services 2,105.0 $77K 0.00% +1K +209.1% $36.58 +13.6%
692 TCBX THIRD COAST BANCSHARES INC Financial Services 1,993.0 $75K 0.00% +1K +257.2% $37.63 +0.4%
693 LYTS LSI INDS INC OHIO Technology 4,146.0 $74K 0.00% +3K +153.3% $17.85 +26.6%
694 FLYW FLYWIRE CORPORATION Technology 5,214.0 $73K 0.00% +251.0 +5.1% $14.00 +15.4%
695 ARDT ARDENT HEALTH INC Healthcare 8,260.0 $72K 0.00% +418.0 +5.3% $8.72 +5.7%
696 RBBN RIBBON COMMUNICATIONS INC Communication Services 25,390.0 $72K 0.00% +18K +227.2% $2.84 -6.2%
697 SHBI SHORE BANCSHARES INC Financial Services 4,138.0 $72K 0.00% +3K +207.4% $17.40 +13.2%
698 UNTY UNITY BANCORP INC Financial Services 1,412.0 $72K 0.00% +1K +261.1% $50.99 +6.7%
699 FOR FORESTAR GROUP INC Real Estate 2,918.0 $71K 0.00% +205.0 +7.6% $24.33 +7.7%
700 LWAY LIFEWAY FOODS INC Consumer Defensive 2,967.0 $71K 0.00% +2K +302.0% $23.93 +4.9%
Page 35 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%