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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 33 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CNM CORE & MAIN INC Industrials 18,960.0 $985K 0.01% -1K -7.0% $51.95 -9.2%
642 BAX BAXTER INTL INC Healthcare 51,197.0 $978K 0.01% -4K -7.0% $19.10 -0.4%
643 UNIT UNITI GROUP LLC Real Estate 139,761.0 $978K 0.01% -19K -12.2% $7.00 +56.5%
644 CRL CHARLES RIV LABS INTL INC Healthcare 4,881.0 $973K 0.01% -395.0 -7.5% $199.34 -20.3%
645 DY DYCOM INDS INC Industrials 2,880.0 $973K 0.01% -12K -80.2% $337.85 +22.7%
646 NWSA NEWS CORP NEW Communication Services 37,287.0 $973K 0.01% -3K -7.8% $26.09 +0.6%
647 BBWI BATH & BODY WORKS INC Consumer Cyclical 48,430.0 $972K 0.01% -2K -4.6% $20.07 -13.7%
648 PR PERMIAN RESOURCES CORP Energy 69,131.0 $969K 0.01% -3K -3.6% $14.02 +49.0%
649 ARMK ARAMARK Industrials 26,200.0 $965K 0.01% -2K -7.2% $36.83 +40.2%
650 GLOBUS MED INC 11,057.0 $965K 0.01% -965.0 -8.0% $87.28
651 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,755.0 $964K 0.01% -410.0 -9.8% $256.72 +19.1%
652 PENN PENN ENTERTAINMENT INC Consumer Cyclical 65,046.0 $959K 0.01% -6K -8.0% $14.74 +13.3%
653 FRONTIER COMMUNICATIONS PARE 24,911.0 $948K 0.01% -2K -7.1% $38.06
654 HLI HOULIHAN LOKEY INC Financial Services 5,415.0 $943K 0.01% -530.0 -8.9% $174.15 -13.0%
655 SOUTHSTATE BK CORP 10,027.0 $943K 0.01% -860.0 -7.9% $94.05
656 STRL STERLING INFRASTRUCTURE INC Industrials 3,070.0 $940K 0.01% -12K -79.9% $306.19 +145.6%
657 ROIV ROIVANT SCIENCES LTD Healthcare 43,352.0 $940K 0.01% -3K -5.6% $21.68 +49.5%
658 RRX REGAL REXNORD CORPORATION Industrials 6,639.0 $931K 0.01% -615.0 -8.5% $140.23 +39.2%
659 WTFC WINTRUST FINL CORP Financial Services 6,653.0 $930K 0.01% -665.0 -9.1% $139.79 +7.2%
660 HXL HEXCEL CORP NEW Industrials 12,584.0 $929K 0.01% -508.0 -3.9% $73.82 +14.8%
Page 33 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%