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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 2 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAREX GROUP PLC 17,330.0 $664K 0.01% NEW $38.32
22 PNRG PRIMEENERGY RESOURCES CORP Energy 3,724.0 $636K 0.01% NEW $170.78 +44.0%
23 ULS UL SOLUTIONS INC Industrials 7,480.0 $589K 0.01% NEW $78.74 +29.5%
24 HUT 8 CORP 12,352.0 $567K 0.01% NEW $45.90
25 SLDE SLIDE INS HLDGS INC Financial Services 28,769.0 $560K 0.01% NEW $19.47 -4.0%
26 ARRY ARRAY TECHNOLOGIES INC Energy 58,711.0 $541K 0.01% NEW $9.21 -11.0%
27 MGNI MAGNITE INC Communication Services 30,334.0 $492K 0.01% NEW $16.22 -18.7%
28 NIQ GLOBAL INTELLIGENCE PLC 28,864.0 $475K 0.01% NEW $16.46
29 CACC CREDIT ACCEP CORP MICH Financial Services 1,042.0 $462K 0.01% NEW $443.38 +23.4%
30 ALAB ASTERA LABS INC Technology 2,757.0 $458K 0.01% NEW $166.12 +79.3%
31 GRPN GROUPON INC Communication Services 24,023.0 $423K 0.00% NEW $17.61 +3.5%
32 BLBD BLUE BIRD CORP Consumer Cyclical 8,919.0 $419K 0.00% NEW $46.98 +38.0%
33 AEHR AEHR TEST SYS Technology 18,675.0 $377K 0.00% NEW $20.19 +352.3%
34 INOD INNODATA INC Technology 7,104.0 $361K 0.00% NEW $50.82 +93.9%
35 LIFE360 INC 5,422.0 $347K 0.00% NEW $64.00
36 BE BLOOM ENERGY CORP Industrials 3,558.0 $309K 0.00% NEW $86.85 +254.5%
37 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,134.0 $307K 0.00% NEW $143.86 +34.4%
38 LENZ LENZ THERAPEUTICS INC Healthcare 19,159.0 $306K 0.00% NEW $15.97 -52.9%
39 UAMY UNITED STATES ANTIMONY CORP Basic Materials 60,075.0 $301K 0.00% NEW $5.01 +66.3%
40 SEMLER SCIENTIFIC INC 18,817.0 $287K 0.00% NEW $15.25
Page 2 of 9  ·  170 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%