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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 38 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SNDR SCHNEIDER NATIONAL INC Industrials 25,361.0 $672K 0.01% -184K -87.9% $26.50 +26.8%
742 SSD SIMPSON MFG INC Industrials 4,144.0 $669K 0.01% -295.0 -6.7% $161.44 +14.6%
743 EXLS EXLSERVICE HOLDINGS INC Technology 15,741.0 $668K 0.01% -2K -10.9% $42.44 -31.1%
744 MP MP MATERIALS CORP Basic Materials 13,205.0 $667K 0.01% -1K -8.5% $50.51 +22.2%
745 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 6,080.0 $666K 0.01% -545.0 -8.2% $109.54 -24.2%
746 PCTY PAYLOCITY HLDG CORP Technology 4,337.0 $661K 0.01% -550.0 -11.2% $152.41 -26.7%
747 MTG MGIC INVT CORP WIS Financial Services 22,383.0 $654K 0.01% -153K -87.2% $29.22 -10.4%
748 PB PROSPERITY BANCSHARES INC Financial Services 9,472.0 $654K 0.01% -915.0 -8.8% $69.05 +0.1%
749 WING WINGSTOP INC Consumer Cyclical 2,744.0 $654K 0.01% -260.0 -8.7% $238.34 -46.2%
750 MSM MSC INDL DIRECT INC Industrials 7,755.0 $651K 0.01% -95K -92.5% $83.95 +26.2%
751 EXP EAGLE MATLS INC Basic Materials 3,142.0 $649K 0.01% -14K -81.5% $206.56 -3.6%
752 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 10,570.0 $643K 0.01% -1K -10.2% $60.83 -20.4%
753 NOVT NOVANTA INC Technology 5,403.0 $642K 0.01% -239.0 -4.2% $118.82 +30.3%
754 AGCO AGCO CORP Industrials 6,154.0 $641K 0.01% -485.0 -7.3% $104.16 +7.6%
755 SR SPIRE INC Utilities 7,767.0 $641K 0.01% -352.0 -4.3% $82.53 +5.1%
756 FLR FLUOR CORP NEW Industrials 16,024.0 $635K 0.01% -2K -9.4% $39.63 +12.5%
757 SLAB SILICON LABORATORIES INC Technology 4,799.0 $626K 0.01% -267.0 -5.3% $130.44 +66.3%
758 ESNT ESSENT GROUP LTD Financial Services 9,644.0 $626K 0.01% -28K -74.3% $64.91 -4.6%
759 FAF FIRST AMERN FINL CORP Financial Services 10,111.0 $621K 0.01% -790.0 -7.2% $61.42 +10.5%
760 STWD STARWOOD PPTY TR INC Real Estate 34,509.0 $621K 0.01% -3K -7.1% $18.00 -4.8%
Page 38 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%