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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 9 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MOS MOSAIC CO NEW Basic Materials 84,894.0 $2.0M 0.02% +51K +149.7% $24.08 -8.9%
162 COLD AMERICOLD REALTY TRUST INC Real Estate 158,334.0 $2.0M 0.02% +2K +1.4% $12.85 +12.4%
163 CALM CAL MAINE FOODS INC Consumer Defensive 25,542.0 $2.0M 0.02% +454.0 +1.8% $79.56 -3.3%
164 TBBK BANCORP INC DEL Financial Services 30,040.0 $2.0M 0.02% +7K +29.6% $67.48 -18.6%
165 RYN RAYONIER INC Real Estate 93,343.0 $2.0M 0.02% +2K +2.2% $21.63 -6.5%
166 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 64,138.0 $2.0M 0.02% +2K +2.9% $31.42 +29.4%
167 SFBS SERVISFIRST BANCSHARES INC Financial Services 27,993.0 $2.0M 0.02% +432.0 +1.6% $71.73 +7.6%
168 ICUI ICU MED INC Healthcare 14,032.0 $2.0M 0.02% +149.0 +1.1% $142.60 -7.9%
169 OGN ORGANON & CO Healthcare 278,379.0 $2.0M 0.02% +2K +0.6% $7.17 +87.3%
170 FCFS FIRSTCASH HOLDINGS INC Financial Services 12,434.0 $2.0M 0.02% +4K +50.4% $159.32 +42.0%
171 KFY KORN FERRY Industrials 29,985.0 $2.0M 0.02% +580.0 +2.0% $66.00 +1.0%
172 NE NOBLE CORP PLC Energy 70,060.0 $2.0M 0.02% +881.0 +1.3% $28.22 +85.5%
173 INDB INDEPENDENT BK CORP MASS Financial Services 27,006.0 $2.0M 0.02% +193.0 +0.7% $73.06 +7.7%
174 LRN STRIDE INC Consumer Defensive 30,281.0 $2.0M 0.02% +9K +39.8% $64.89 +35.1%
175 DORM DORMAN PRODS INC Consumer Cyclical 15,948.0 $2.0M 0.02% +295.0 +1.9% $123.15 -3.6%
176 NOG NORTHERN OIL & GAS INC Energy 91,485.0 $2.0M 0.02% +633.0 +0.7% $21.46 +10.1%
177 CORT CORCEPT THERAPEUTICS INC Healthcare 56,312.0 $2.0M 0.02% +9K +19.4% $34.77 +71.7%
178 WSC WILLSCOT HLDGS CORP Industrials 103,421.0 $1.9M 0.02% +929.0 +0.9% $18.82 +26.3%
179 BRC BRADY CORP Industrials 24,772.0 $1.9M 0.02% +233.0 +0.9% $78.35 +7.9%
180 DRH DIAMONDROCK HOSPITALITY CO Real Estate 216,348.0 $1.9M 0.02% +2K +1.0% $8.95 +20.4%
Page 9 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%