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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 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASLE AERSALE CORPORATION Industrials 7,914.0 $56K 0.00% NEW $7.08 -13.1%
82 JILL J JILL INC Consumer Cyclical 4,108.0 $56K 0.00% NEW $13.63 -10.0%
83 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 2,293.0 $54K 0.00% NEW $23.55 +2.8%
84 PBYI PUMA BIOTECHNOLOGY INC Healthcare 8,445.0 $50K 0.00% NEW $5.92 +19.1%
85 NVEC NVE CORP Technology 818.0 $48K 0.00% NEW $58.68 +49.2%
86 SSP SCRIPPS E W CO OHIO Communication Services 11,954.0 $47K NEW $3.93 -15.6%
87 VIRC VIRCO MFG CO Consumer Cyclical 7,505.0 $47K NEW $6.26 -5.3%
88 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 2,142.0 $46K NEW $21.48 +30.1%
89 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 1,950.0 $45K NEW $23.08 -3.6%
90 KINS KINGSTONE COS INC Financial Services 2,714.0 $45K NEW $16.58 -3.6%
91 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 2,264.0 $42K NEW $18.55 +25.6%
92 RMR RMR GROUP INC Real Estate 2,758.0 $41K NEW $14.87 +33.3%
93 AEBI SCHMIDT HLDG AG 3,287.0 $41K NEW $12.47
94 NORTHPOINTE BANCSHARES INC. 2,408.0 $40K NEW $16.61
95 ACCO ACCO BRANDS CORP Industrials 10,605.0 $39K NEW $3.68 +4.7%
96 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 21,831.0 $39K NEW $1.79 +12.5%
97 FLXS FLEXSTEEL INDS INC Consumer Cyclical 984.0 $38K NEW $38.62 +45.6%
98 CURI CURIOSITYSTREAM INC Communication Services 9,365.0 $35K NEW $3.74 -31.0%
99 HLLY HOLLEY INC Consumer Cyclical 8,633.0 $35K NEW $4.05 -39.8%
100 RCKY ROCKY BRANDS INC Consumer Cyclical 1,216.0 $35K NEW $28.78 +23.8%
Page 5 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%