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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 36 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 YORW YORK WTR CO Utilities 2,252.0 $70K 0.00% +2K +416.5% $31.08 -5.2%
702 WMK WEIS MKTS INC Consumer Defensive 1,091.0 $69K 0.00% +55.0 +5.3% $63.24 +13.9%
703 CLBK COLUMBIA FINL INC Financial Services 4,433.0 $68K 0.00% +234.0 +5.6% $15.34 +31.9%
704 BWB BRIDGEWATER BANCSHARES INC Financial Services 3,851.0 $67K 0.00% +3K +253.6% $17.40 +8.1%
705 LEGH LEGACY HOUSING CORP Consumer Cyclical 3,470.0 $67K 0.00% +2K +179.6% $19.31 +19.0%
706 LFMD LIFEMD INC Healthcare 20,022.0 $67K 0.00% +18K +694.2% $3.35 +21.6%
707 SIGA SIGA TECHNOLOGIES INC Healthcare 11,018.0 $67K 0.00% +7K +192.5% $6.08 -26.2%
708 MBIN MERCHANTS BANCORP IND Financial Services 1,967.0 $66K 0.00% +165.0 +9.2% $33.55 +38.7%
709 RRBI RED RIVER BANCSHARES INC Financial Services 945.0 $66K 0.00% +681.0 +257.9% $69.84 +28.0%
710 TCBK TRICO BANCSHARES Financial Services 1,398.0 $66K 0.00% +84.0 +6.4% $47.21 +7.2%
711 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 17,342.0 $65K 0.00% +718.0 +4.3% $3.75 +33.7%
712 AMERICAN COASTAL INS CORP 5,168.0 $65K 0.00% +3K +148.5% $12.58
713 FMNB FARMERS NATIONAL BANC CORP Financial Services 4,827.0 $64K 0.00% +3K +220.1% $13.26 +7.4%
714 CARE CARTER BANKSHARES INC Financial Services 3,233.0 $63K 0.00% +2K +243.2% $19.49 +38.3%
715 KELYA KELLY SVCS INC Industrials 7,220.0 $63K 0.00% +5K +284.2% $8.73 +22.3%
716 EGY VAALCO ENERGY INC Energy 16,987.0 $61K 0.00% +13K +364.5% $3.59 +63.5%
717 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 1,760.0 $61K 0.00% +1K +319.1% $34.66 +33.0%
718 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 1,571.0 $60K 0.00% +913.0 +138.8% $38.19 +5.0%
719 GRNT GRANITE RIDGE RESOURCES INC Energy 12,739.0 $59K 0.00% +8K +156.6% $4.63 +18.8%
720 PAYS PAYSIGN INC Technology 11,498.0 $59K 0.00% +9K +434.3% $5.13 +23.6%
Page 36 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%