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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 103 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 IBCP INDEPENDENT BK CORP MICH Financial Services 832.0 $27K $32.45 +4.9%
2042 ORRF ORRSTOWN FINL SVCS INC Financial Services 779.0 $27K $34.66 +6.1%
2043 XOMA XOMA ROYALTY CORPORATION Healthcare 1,050.0 $27K NEW $25.71 +63.3%
2044 SMBC SOUTHERN MO BANCORP INC Financial Services 456.0 $26K $57.02 +20.3%
2045 SPT SPROUT SOCIAL INC Technology 2,371.0 $26K $10.97 -38.0%
2046 TCI TRANSCONTINENTAL RLTY INVS Real Estate 449.0 $26K $57.91 -37.7%
2047 WEAV WEAVE COMMUNICATIONS INC Technology 3,495.0 $26K $7.44 -20.8%
2048 LXFR LUXFER HLDGS PLC Industrials 1,929.0 $26K NEW $13.48 +18.0%
2049 EVH EVOLENT HEALTH INC Healthcare 6,662.0 $26K $3.90 -1.6%
2050 MPTI M-TRON INDS INC Technology 503.0 $26K NEW $51.69 +53.9%
2051 BVS BIOVENTUS INC Healthcare 3,469.0 $25K $7.21 +31.8%
2052 CMCO COLUMBUS MCKINNON CORP N Y Industrials 1,505.0 $25K $16.61 -11.7%
2053 LXU LSB INDS INC Basic Materials 3,000.0 $25K $8.33 +55.6%
2054 RM REGIONAL MGMT CORP Financial Services 667.0 $25K NEW $37.48 -6.7%
2055 TZOO TRAVELZOO Communication Services 3,605.0 $25K NEW $6.93 +34.5%
2056 VREX VAREX IMAGING CORP Healthcare 2,192.0 $25K $11.41 -11.2%
2057 VMD VIEMED HEALTHCARE INC Healthcare 3,434.0 $25K NEW $7.28 +33.0%
2058 GBANK FINL HLDGS INC 738.0 $25K NEW $33.88
2059 REPOSITRAK INC 2,127.0 $25K +1K +152.6% $11.75
2060 BCAL CALIFORNIA BANCORP Financial Services 1,309.0 $24K $18.33 +3.6%
Page 103 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%