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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 42 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BROWN FORMAN CORP 17,501.0 $456K 0.01% -1K -6.7% $26.06
822 ELF E L F BEAUTY INC Consumer Defensive 5,885.0 $447K 0.01% -410.0 -6.5% $75.96 -30.1%
823 WMG WARNER MUSIC GROUP CORP Communication Services 14,500.0 $444K 0.01% -1K -9.1% $30.62 +10.8%
824 LNTH LANTHEUS HLDGS INC Healthcare 6,580.0 $437K 0.01% -670.0 -9.2% $66.41 +42.2%
825 EEFT EURONET WORLDWIDE INC Technology 5,703.0 $433K 0.01% -245.0 -4.1% $75.92 -12.4%
826 FOUR SHIFT4 PMTS INC Technology 6,766.0 $426K 0.01% -590.0 -8.0% $62.96 -30.9%
827 AVNT AVIENT CORPORATION Basic Materials 13,560.0 $423K 0.00% -741.0 -5.2% $31.19 +9.4%
828 ASB ASSOCIATED BANC CORP Financial Services 16,320.0 $420K 0.00% -1K -7.4% $25.74 +9.0%
829 SMG SCOTTS MIRACLE-GRO CO Basic Materials 7,151.0 $416K 0.00% -262.0 -3.5% $58.17 +0.3%
830 PSKY PARAMOUNT SKYDANCE CORP Communication Services 30,773.0 $412K 0.00% -2K -6.6% $13.39 -24.3%
831 SYNA SYNAPTICS INC Technology 5,571.0 $411K 0.00% -235.0 -4.0% $73.77 +76.0%
832 WHR WHIRLPOOL CORP Consumer Cyclical 5,577.0 $402K 0.00% -400.0 -6.7% $72.08 -42.4%
833 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 45,692.0 $399K 0.00% -1K -2.6% $8.73 -32.8%
834 DVA DAVITA INC Healthcare 3,495.0 $397K 0.00% -415.0 -10.6% $113.59 +74.9%
835 VC VISTEON CORP Consumer Cyclical 4,187.0 $397K 0.00% -142.0 -3.3% $94.82 +15.2%
836 ASH ASHLAND INC Basic Materials 6,689.0 $391K 0.00% -36K -84.4% $58.45 -3.8%
837 CVI CVR ENERGY INC Energy 15,356.0 $390K 0.00% -3K -16.1% $25.40 +25.4%
838 BLKB BLACKBAUD INC Technology 6,110.0 $386K 0.00% -246.0 -3.9% $63.18 -53.1%
839 GTM ZOOMINFO TECHNOLOGIES INC Technology 37,891.0 $384K 0.00% -3K -7.4% $10.13 -64.8%
840 TREX TREX CO INC Industrials 10,711.0 $375K 0.00% -800.0 -7.0% $35.01 +9.3%
Page 42 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%