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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 28 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TXT TEXTRON INC Industrials 17,540.0 $1.5M 0.02% -2K -10.0% $87.12 +2.8%
542 CG CARLYLE GROUP INC Financial Services 25,647.0 $1.5M 0.02% -3K -8.9% $59.07 -23.6%
543 ANNALY CAPITAL MANAGEMENT IN 67,798.0 $1.5M 0.02% -1K -1.8% $22.35
544 DECK DECKERS OUTDOOR CORP Consumer Cyclical 14,574.0 $1.5M 0.02% -1K -8.3% $103.61 -1.0%
545 GEN GEN DIGITAL INC Technology 55,468.0 $1.5M 0.02% -5K -7.7% $27.19 -8.6%
546 FOXA FOX CORP Communication Services 20,631.0 $1.5M 0.02% -2K -7.7% $73.05 -12.0%
547 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 99,380.0 $1.5M 0.02% -2K -2.2% $15.05 -33.3%
548 JBHT HUNT J B TRANS SVCS INC Industrials 7,456.0 $1.4M 0.01% -905.0 -10.8% $194.21 +33.5%
549 SMCI SUPER MICRO COMPUTER INC Technology 49,364.0 $1.4M 0.01% -5K -8.6% $29.25 +14.4%
550 OKTA OKTA INC Technology 16,651.0 $1.4M 0.01% -1K -7.2% $86.42 +3.5%
551 PSN PARSONS CORP DEL Industrials 23,241.0 $1.4M 0.01% -490.0 -2.1% $61.74 -16.3%
552 VTRS VIATRIS INC Healthcare 114,678.0 $1.4M 0.01% -10K -8.2% $12.44 +33.3%
553 BALL BALL CORP Consumer Cyclical 26,687.0 $1.4M 0.01% -2K -8.1% $52.95 +6.4%
554 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 9,965.0 $1.4M 0.01% -645.0 -6.1% $141.80 +9.7%
555 APG API GROUP CORP Industrials 36,929.0 $1.4M 0.01% -4K -8.7% $38.24 +8.5%
556 BL BLACKLINE INC Technology 25,466.0 $1.4M 0.01% -693.0 -2.6% $55.29 -47.7%
557 XHR XENIA HOTELS & RESORTS INC Real Estate 99,507.0 $1.4M 0.01% -2K -1.7% $14.12 +19.7%
558 RBC RBC BEARINGS INC Industrials 3,130.0 $1.4M 0.01% -310.0 -9.0% $448.24 +27.4%
559 INSP INSPIRE MED SYS INC Healthcare 15,096.0 $1.4M 0.01% -99.0 -0.7% $92.14 -51.4%
560 IAC IAC INC Technology 35,565.0 $1.4M 0.01% -896.0 -2.5% $39.08 +5.3%
Page 28 of 44  ·  871 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%