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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 100 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 HLLY HOLLEY INC Consumer Cyclical 8,633.0 $35K NEW $4.05 -39.8%
1982 PUMP PROPETRO HLDG CORP Energy 3,706.0 $35K $9.44 +80.3%
1983 RCKY ROCKY BRANDS INC Consumer Cyclical 1,216.0 $35K NEW $28.78 +23.8%
1984 SSYS STRATASYS LTD Technology 4,042.0 $35K $8.66 -3.5%
1985 OSBC OLD SECOND BANCORP INC ILL Financial Services 1,771.0 $34K $19.20 +9.8%
1986 TALK TALKSPACE INC Healthcare 9,377.0 $34K $3.63 +43.1%
1987 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 1,161.0 $34K $29.29 +31.0%
1988 INNV INNOVAGE HLDG CORP Healthcare 6,555.0 $34K $5.19 +42.1%
1989 SNDA SONIDA SENIOR LIVING INC Healthcare 1,016.0 $33K $32.48 +12.8%
1990 RPC P10 INC Financial Services 3,439.0 $33K $9.60 -15.1%
1991 RYZ RYERSON HLDG CORP Consumer Defensive 1,316.0 $33K $25.08 +0.2%
1992 ADTRAN HOLDINGS INC 3,872.0 $33K $8.52
1993 AIOT POWERFLEET INC Technology 6,059.0 $32K $5.28 -37.9%
1994 WTTR SELECT WATER SOLUTIONS INC Utilities 3,106.0 $32K $10.30 +93.2%
1995 GSM FERROGLOBE PLC Basic Materials 7,074.0 $32K $4.52 -9.1%
1996 MGTX MEIRAGTX HLDGS PLC Healthcare 4,030.0 $32K $7.94 +19.5%
1997 CTLP CANTALOUPE INC Technology 3,040.0 $32K $10.53 +6.4%
1998 CMP COMPASS MINERALS INTL INC Basic Materials 1,649.0 $32K $19.41 +53.8%
1999 DH DEFINITIVE HEALTHCARE CORP Healthcare 11,433.0 $32K +6K +109.3% $2.80 -70.7%
2000 JAKK JAKKS PAC INC Consumer Cyclical 1,947.0 $32K NEW $16.44 +34.8%
Page 100 of 111  ·  2,204 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%