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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 37 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 WEX WEX INC Technology 4,958.0 $738K 0.01% -314.0 -6.0% $148.85 -3.1%
722 SIGI SELECTIVE INS GROUP INC Financial Services 8,742.0 $731K 0.01% -538.0 -5.8% $83.62 +6.7%
723 BEN FRANKLIN RESOURCES INC Financial Services 30,499.0 $728K 0.01% -2K -7.5% $23.87 +29.3%
724 ERIE ERIE INDTY CO Financial Services 2,530.0 $725K 0.01% -185.0 -6.8% $286.56 -21.6%
725 WKC WORLD KINECT CORPORATION Energy 30,325.0 $709K 0.01% -53K -63.5% $23.38 +24.4%
726 POR PORTLAND GEN ELEC CO Utilities 14,774.0 $708K 0.01% -308.0 -2.0% $47.92 +3.7%
727 OZK BANK OZK LITTLE ROCK ARK Financial Services 15,365.0 $706K 0.01% -806.0 -5.0% $45.95 +4.8%
728 SWX SOUTHWEST GAS HLDGS INC Utilities 8,806.0 $704K 0.01% -505.0 -5.4% $79.95 +12.2%
729 VOYA VOYA FINANCIAL INC Financial Services 9,451.0 $704K 0.01% -905.0 -8.7% $74.49 +10.6%
730 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,957.0 $701K 0.01% -643.0 -6.1% $70.40 -7.8%
731 QLYS QUALYS INC Technology 5,227.0 $694K 0.01% -287.0 -5.2% $132.77 -24.3%
732 WLY WILEY JOHN & SONS INC Communication Services 22,685.0 $694K 0.01% -49K -68.3% $30.59 +35.2%
733 SYNOVUS FINL CORP 13,790.0 $690K 0.01% -1K -7.7% $50.04
734 DUOL DUOLINGO INC Technology 3,930.0 $689K 0.01% -410.0 -9.4% $175.32 -39.7%
735 MIDD MIDDLEBY CORP Industrials 4,628.0 $688K 0.01% -470.0 -9.2% $148.66 -2.3%
736 MUSA MURPHY USA INC Consumer Cyclical 1,704.0 $687K 0.01% -215.0 -11.2% $403.17 +35.1%
737 AXTA AXALTA COATING SYS LTD Basic Materials 21,134.0 $682K 0.01% -2K -9.0% $32.27 -9.7%
738 BKH BLACK HILLS CORP Utilities 9,773.0 $678K 0.01% -267.0 -2.7% $69.37 +6.9%
739 CBSH COMMERCE BANCSHARES INC Financial Services 12,887.0 $674K 0.01% -410.0 -3.1% $52.30 -0.2%
740 ACI ALBERTSONS COS INC Consumer Defensive 39,235.0 $673K 0.01% -4K -9.2% $17.15 -5.1%
Page 37 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%