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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 101 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 NBBK NB BANCORP INC Financial Services 1,630.0 $32K $19.63 +1.3%
2002 BFST BUSINESS FIRST BANCSHARES IN Financial Services 1,189.0 $31K $26.07 +7.4%
2003 EHAB ENHABIT INC Healthcare 3,384.0 $31K $9.16 +50.6%
2004 FC FRANKLIN COVEY CO Industrials 1,902.0 $31K NEW $16.30 +37.6%
2005 HNRG HALLADOR ENERGY COMPANY Energy 1,645.0 $31K $18.84 -5.7%
2006 MBWM MERCANTILE BK CORP Financial Services 651.0 $31K $47.62 +10.4%
2007 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 1,444.0 $31K NEW $21.47 +1.8%
2008 ORGO ORGANOGENESIS HLDGS INC Healthcare 6,120.0 $31K $5.07 -47.5%
2009 OFIX ORTHOFIX MED INC Healthcare 2,102.0 $31K $14.75 -29.4%
2010 TRNS TRANSCAT INC Industrials 555.0 $31K $55.86 +21.5%
2011 OPY OPPENHEIMER HLDGS INC Financial Services 425.0 $30K $70.59 +36.9%
2012 CGNT COGNYTE SOFTWARE LTD Technology 3,286.0 $30K $9.13 +8.7%
2013 BZH BEAZER HOMES USA INC Consumer Cyclical 1,524.0 $30K $19.69 +22.0%
2014 KFRC KFORCE INC Industrials 985.0 $30K $30.46 +35.0%
2015 NGS NATURAL GAS SVCS GROUP INC Energy 909.0 $30K NEW $33.00 +28.4%
2016 ANGO ANGIODYNAMICS INC Healthcare 2,299.0 $29K $12.61 -5.2%
2017 ARHS ARHAUS INC Consumer Cyclical 2,657.0 $29K $10.91 -41.5%
2018 CAC CAMDEN NATL CORP Financial Services 675.0 $29K $42.96 +15.0%
2019 CCBG CAPITAL CITY BK GROUP INC Financial Services 689.0 $29K $42.09 +10.9%
2020 DJCO DAILY JOURNAL CORP Technology 60.0 $29K $483.33 -3.7%
Page 101 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%