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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 39 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SON SONOCO PRODS CO Consumer Cyclical 14,206.0 $619K 0.01% -817.0 -5.4% $43.57 +10.2%
762 OGS ONE GAS INC Utilities 8,015.0 $618K 0.01% -463.0 -5.5% $77.11 +6.8%
763 HAE HAEMONETICS CORP MASS Healthcare 7,680.0 $614K 0.01% -461.0 -5.7% $79.95 -22.5%
764 NJR NEW JERSEY RES CORP Utilities 13,251.0 $610K 0.01% -819.0 -5.8% $46.03 +24.2%
765 CHE CHEMED CORP NEW Healthcare 1,406.0 $601K 0.01% -18K -92.9% $427.45 +3.3%
766 KBH KB HOME Consumer Cyclical 10,668.0 $601K 0.01% -725.0 -6.4% $56.34 -14.8%
767 KNF KNIFE RIVER CORP Basic Materials 8,530.0 $599K 0.01% -330.0 -3.7% $70.22 +4.9%
768 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 11,974.0 $598K 0.01% -1K -8.8% $49.94 -27.3%
769 MASI MASIMO CORP Healthcare 4,602.0 $598K 0.01% -445.0 -8.8% $129.94 +37.5%
770 GXO GXO LOGISTICS INCORPORATED Industrials 11,299.0 $594K 0.01% -980.0 -8.0% $52.57 -11.1%
771 CNO CNO FINL GROUP INC Financial Services 13,973.0 $593K 0.01% -934.0 -6.3% $42.44 +11.6%
772 TCBI TEXAS CAP BANCSHARES INC Financial Services 6,502.0 $588K 0.01% -295.0 -4.3% $90.43 +9.2%
773 MSA MSA SAFETY INC Industrials 3,670.0 $587K 0.01% -3K -48.2% $159.95 +5.4%
774 RLI RLI CORP Financial Services 9,187.0 $587K 0.01% -26K -73.8% $63.89 -17.6%
775 VVV VALVOLINE INC Energy 20,189.0 $586K 0.01% -980.0 -4.6% $29.03 +14.6%
776 FFIN FIRST FINL BANKSHARES INC Financial Services 19,510.0 $581K 0.01% -911.0 -4.5% $29.78 +8.1%
777 JHG JANUS HENDERSON GROUP PLC Financial Services 12,234.0 $581K 0.01% -1K -8.9% $47.49 +8.9%
778 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 11,249.0 $580K 0.01% -825.0 -6.8% $51.56 -35.9%
779 ALK ALASKA AIR GROUP INC Industrials 11,421.0 $574K 0.01% -1K -9.4% $50.26 -18.2%
780 CAVA CAVA GROUP INC Consumer Cyclical 9,779.0 $573K 0.01% -1K -10.3% $58.59 +38.7%
Page 39 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%