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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 44 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ALX ALEXANDERS INC Real Estate 1,036.0 $224K 0.00% -266.0 -20.4% $216.22 +15.6%
862 SAM BOSTON BEER INC Consumer Defensive 1,126.0 $218K 0.00% -82.0 -6.8% $193.61 -5.3%
863 CAR AVIS BUDGET GROUP Industrials 1,663.0 $213K 0.00% -185.0 -10.0% $128.08 +23.1%
864 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,066.0 $196K 0.00% -195.0 -8.6% $94.87 +17.5%
865 SITE CTRS CORP 27,114.0 $172K 0.00% -26K -49.1% $6.34
866 PLTK PLAYTIKA HLDG CORP Technology 12,353.0 $48K 0.00% -355K -96.6% $3.89 -10.2%
867 RGR STURM RUGER & CO INC Industrials 755.0 $24K -8K -91.5% $31.79 +23.7%
868 HELE HELEN OF TROY LTD Consumer Defensive 1,075.0 $22K -12K -91.5% $20.47 +21.1%
869 ASIX ADVANSIX INC Basic Materials 1,111.0 $19K -14K -92.4% $17.10 +27.6%
870 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 783.0 $19K -7K -90.0% $24.27 -25.4%
871 THRY THRYV HLDGS INC Communication Services 1,355.0 $8K -21K -93.9% $5.90 -36.0%
Page 44 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%