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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 7 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VRRM VERRA MOBILITY CORP Technology 110,552.0 $2.5M 0.03% +21K +23.9% $22.40 -40.7%
122 ECG EVERUS CONSTR GROUP Industrials 28,913.0 $2.5M 0.03% +361.0 +1.3% $85.53 +76.2%
123 CNR CORE NATURAL RESOURCES INC Energy 27,842.0 $2.5M 0.03% +266.0 +1.0% $88.50 -5.1%
124 AZZ AZZ INC Industrials 22,905.0 $2.5M 0.03% +6K +36.4% $107.09 +28.0%
125 SNEX STONEX GROUP INC Financial Services 25,771.0 $2.5M 0.03% +355.0 +1.4% $95.11 +18.7%
126 FMC FMC CORP Basic Materials 176,800.0 $2.5M 0.03% +43K +32.2% $13.86 -6.2%
127 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 45,067.0 $2.4M 0.03% +901.0 +2.0% $54.16 -11.9%
128 BOX BOX INC Technology 81,141.0 $2.4M 0.03% +1K +1.5% $29.90 -15.0%
129 RRR RED ROCK RESORTS INC Consumer Cyclical 38,815.0 $2.4M 0.03% +36K +1111.8% $61.91 -15.3%
130 RGLD ROYAL GOLD INC Basic Materials 10,787.0 $2.4M 0.03% +4K +53.5% $222.21 +0.4%
131 CURB CURBLINE PPTYS CORP Real Estate 102,812.0 $2.4M 0.03% +1K +1.3% $23.19 +23.7%
132 BNL BROADSTONE NET LEASE INC Real Estate 137,086.0 $2.4M 0.03% +34K +33.6% $17.36 +17.6%
133 VSAT VIASAT INC Technology 68,853.0 $2.4M 0.03% +1K +1.9% $34.45 +118.5%
134 HCC WARRIOR MET COAL INC Energy 26,768.0 $2.4M 0.03% +316.0 +1.2% $88.16 -3.1%
135 CE CELANESE CORP DEL Basic Materials 55,839.0 $2.4M 0.03% +739.0 +1.3% $42.26 +25.2%
136 FORM FORMFACTOR INC Technology 42,187.0 $2.4M 0.03% +586.0 +1.4% $55.78 +129.5%
137 CARG CARGURUS INC Consumer Cyclical 60,760.0 $2.3M 0.03% +15K +33.6% $38.33 -28.0%
138 ENPH ENPHASE ENERGY INC Energy 72,351.0 $2.3M 0.03% +762.0 +1.1% $32.02 +94.7%
139 QTWO Q2 HLDGS INC Technology 31,840.0 $2.3M 0.02% +398.0 +1.3% $72.14 -34.7%
140 SKYW SKYWEST INC Industrials 22,878.0 $2.3M 0.02% +145.0 +0.6% $100.36 -17.0%
Page 7 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%