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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 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLBC PLUMAS BANCORP Financial Services 258.0 $11K NEW $42.64 +24.2%
162 SUNS SUNRISE RLTY TR INC Real Estate 1,198.0 $11K NEW $9.18 -12.0%
163 WNEB WESTERN NEW ENG BANCORP INC Financial Services 925.0 $11K NEW $11.89 +13.4%
164 BCML BAYCOM CORP Financial Services 362.0 $10K NEW $27.62 +12.8%
165 BBCP CONCRETE PUMPING HLDGS INC Industrials 1,540.0 $10K NEW $6.49 +14.6%
166 CXDO CREXENDO INC Communication Services 1,626.0 $10K NEW $6.15 +56.1%
167 FMAO FARMERS & MERCHANTS BANCORP Financial Services 423.0 $10K NEW $23.64 +17.7%
168 MDV MODIV INDUSTRIAL INC Real Estate 706.0 $10K NEW $14.16 +29.0%
169 CF BANKSHARES INC 414.0 $10K NEW $24.15
170 EVI EVI INDS INC Industrials 364.0 $8K NEW $21.98 -15.4%
Page 9 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%