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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 102 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 THFF FIRST FINANCIAL CORPORATION Financial Services 480.0 $29K $60.42 +12.9%
2022 HTBK HERITAGE COMM CORP Financial Services 2,429.0 $29K $11.94 +12.7%
2023 HBNC HORIZON BANCORP INC Financial Services 1,751.0 $29K $16.56 +11.2%
2024 KE KIMBALL ELECTRONICS INC Industrials 1,065.0 $29K $27.23 -11.1%
2025 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 6,932.0 $29K $4.18 -11.3%
2026 QUAD QUAD / GRAPHICS INC Industrials 4,751.0 $29K NEW $6.10 +23.2%
2027 SENEA SENECA FOODS CORP NEW Consumer Defensive 268.0 $29K $108.21 +29.5%
2028 HOMETRUST BANCSHARES INC 698.0 $29K $41.55
2029 VTS VITESSE ENERGY INC Energy 1,505.0 $28K $18.60 -1.3%
2030 EOLS EVOLUS INC Healthcare 4,330.0 $28K $6.47 -0.3%
2031 GSBC GREAT SOUTHN BANCORP INC Financial Services 455.0 $28K $61.54 +15.6%
2032 GDOT GREEN DOT CORP Financial Services 2,232.0 $28K $12.54 +2.5%
2033 HDSN HUDSON TECHNOLOGIES INC Basic Materials 4,145.0 $28K NEW $6.76 -23.5%
2034 MPB MID PENN BANCORP INC Financial Services 916.0 $28K $30.57 +6.8%
2035 BSVN BANK7 CORP Financial Services 672.0 $27K +294.0 +77.8% $40.18 +7.7%
2036 CPS COOPER STD HLDGS INC Consumer Cyclical 839.0 $27K $32.18 -13.0%
2037 DGICA DONEGAL GROUP INC Financial Services 1,359.0 $27K $19.87 -11.6%
2038 EEX EMERALD HOLDING INC Communication Services 6,132.0 $27K $4.40 +13.1%
2039 FDUS FIDUS INVT CORP Financial Services 1,431.0 $27K $18.87 -0.7%
2040 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 279.0 $27K $96.77 +19.3%
Page 102 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%