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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 43 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 FLAGSTAR BANK NATIONAL ASSOC 29,495.0 $371K 0.00% -3K -8.3% $12.58
842 XRAY DENTSPLY SIRONA INC Healthcare 32,006.0 $365K 0.00% -1K -4.3% $11.40 -13.7%
843 EMBC EMBECTA CORP Healthcare 29,300.0 $348K 0.00% -216K -88.1% $11.88 -72.0%
844 BRBR BELLRING BRANDS INC Consumer Defensive 12,603.0 $336K 0.00% -855.0 -6.3% $26.66 -66.1%
845 PII POLARIS INC Consumer Cyclical 5,324.0 $336K 0.00% -435.0 -7.5% $63.11 -0.1%
846 FLO FLOWERS FOODS INC Consumer Defensive 30,905.0 $335K 0.00% -10K -24.8% $10.84 -35.4%
847 IPGP IPG PHOTONICS CORP Technology 4,527.0 $323K 0.00% -121.0 -2.6% $71.35 +68.9%
848 GEF GREIF INC Consumer Cyclical 4,771.0 $322K 0.00% -105.0 -2.1% $67.49 -5.0%
849 PVH PVH CORPORATION Consumer Cyclical 4,807.0 $322K 0.00% -380.0 -7.3% $66.99 +26.4%
850 VAL VALARIS LTD Energy 6,400.0 $322K 0.00% -770.0 -10.7% $50.31 +117.8%
851 ALGM ALLEGRO MICROSYSTEMS INC Technology 12,136.0 $320K 0.00% -1K -10.0% $26.37 +69.5%
852 PBF PBF ENERGY INC Energy 11,773.0 $319K 0.00% -3K -18.8% $27.10 +44.2%
853 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 5,726.0 $314K 0.00% -36K -86.2% $54.84 +11.9%
854 ASGN ASGN INC Technology 6,337.0 $305K 0.00% -550.0 -8.0% $48.13 -60.3%
855 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,825.0 $288K 0.00% -160.0 -8.1% $157.81 +2.5%
856 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 5,910.0 $264K 0.00% -745.0 -11.2% $44.67 +9.6%
857 WLK WESTLAKE CORPORATION Basic Materials 3,309.0 $244K 0.00% -340.0 -9.3% $73.74 +20.0%
858 HOG HARLEY DAVIDSON INC Consumer Cyclical 11,753.0 $240K 0.00% -2K -11.4% $20.42 +13.6%
859 CXT CRANE NXT CO Industrials 4,942.0 $232K 0.00% -77K -94.0% $46.94 -14.7%
860 SCHH SCHWAB STRATEGIC TR 10,922.0 $227K 0.00% -15K -58.0% $20.78 +13.8%
Page 43 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%