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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 36 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ONB OLD NATL BANCORP IND Financial Services 34,542.0 $770K 0.01% -3K -8.3% $22.29 +6.9%
702 UBSI UNITED BANKSHARES INC WEST V Financial Services 20,077.0 $770K 0.01% -1K -5.9% $38.35 +12.5%
703 MMS MAXIMUS INC Industrials 8,900.0 $768K 0.01% -391.0 -4.2% $86.29 -28.9%
704 R RYDER SYS INC Industrials 4,006.0 $766K 0.01% -455.0 -10.2% $191.21 +22.8%
705 ST SENSATA TECHNOLOGIES HLDG PL Technology 23,000.0 $765K 0.01% -991.0 -4.1% $33.26 +43.5%
706 SEIC SEI INVTS CO Financial Services 9,308.0 $763K 0.01% -189K -95.3% $81.97 +10.7%
707 HWC HANCOCK WHITNEY CORPORATION Financial Services 11,968.0 $761K 0.01% -796.0 -6.2% $63.59 +4.8%
708 CYTK CYTOKINETICS INC Healthcare 11,945.0 $758K 0.01% -835.0 -6.5% $63.46 +23.0%
709 AOS SMITH A O CORP Industrials 11,338.0 $758K 0.01% -1K -9.2% $66.85 -14.5%
710 BCO BRINKS CO Industrials 6,465.0 $753K 0.01% -265.0 -3.9% $116.47 -10.0%
711 HSIC HENRY SCHEIN INC Healthcare 9,973.0 $753K 0.01% -1K -11.5% $75.50 -2.7%
712 BILL BILL HOLDINGS INC Technology 13,797.0 $752K 0.01% -895.0 -6.1% $54.50 -33.1%
713 CHDN CHURCHILL DOWNS INC Consumer Cyclical 6,615.0 $752K 0.01% -670.0 -9.2% $113.68 -24.8%
714 MTCH MATCH GROUP INC NEW Communication Services 23,314.0 $752K 0.01% -2K -9.7% $32.26 +10.6%
715 AVAV AEROVIRONMENT INC Industrials 3,100.0 $749K 0.01% -380.0 -10.9% $241.61 -32.5%
716 POOL POOL CORP Industrials 3,276.0 $749K 0.01% -315.0 -8.8% $228.63 -20.5%
717 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,712.0 $748K 0.01% -285.0 -9.5% $275.81 +8.5%
718 BC BRUNSWICK CORP Consumer Cyclical 10,009.0 $742K 0.01% -459.0 -4.4% $74.13 +6.2%
719 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 20,323.0 $741K 0.01% -2K -8.0% $36.46 +3.3%
720 CHWY CHEWY INC Consumer Cyclical 22,347.0 $738K 0.01% -2K -7.4% $33.02 -39.7%
Page 36 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%