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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 105 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 KIDS ORTHOPEDIATRICS CORP Healthcare 1,294.0 $22K $17.00 +8.4%
2082 ACDC PROFRAC HLDG CORP Energy 5,867.0 $22K $3.75 +97.3%
2083 RMAX RE MAX HLDGS INC Real Estate 3,011.0 $22K NEW $7.31 +30.6%
2084 SKYT SKYWATER TECHNOLOGY INC Technology 1,233.0 $22K $17.84 +96.9%
2085 HELE HELEN OF TROY LTD Consumer Defensive 1,075.0 $22K -12K -91.5% $20.47 +21.1%
2086 HIMALAYA SHIPPING LTD 2,490.0 $22K NEW $8.84
2087 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 4,070.0 $22K $5.41 -28.2%
2088 CRD-B CRAWFORD & CO 2,026.0 $22K $10.86 -4.9%
2089 ELMD ELECTROMED INC Healthcare 785.0 $22K NEW $28.03 +37.7%
2090 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 6,126.0 $22K NEW $3.59 +62.1%
2091 FCCO FIRST CMNTY CORP S C Financial Services 753.0 $22K NEW $29.22 +4.2%
2092 GPRE GREEN PLAINS INC Basic Materials 2,245.0 $22K $9.80 +53.8%
2093 HY HYSTER-YALE INC Industrials 755.0 $22K $29.14 +14.2%
2094 ISTR INVESTAR HLDG CORP Financial Services 851.0 $22K NEW $25.85 +10.6%
2095 MTW MANITOWOC CO INC Industrials 1,882.0 $22K $11.69 +0.0%
2096 MG MISTRAS GROUP INC Industrials 1,765.0 $22K NEW $12.46 +38.0%
2097 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 911.0 $22K $24.15 +20.2%
2098 AROW ARROW FINL CORP Financial Services 675.0 $21K $31.11 +18.2%
2099 MLAB MESA LABS INC Technology 278.0 $21K $75.54 +44.4%
2100 OSPN ONESPAN INC Technology 1,681.0 $21K $12.49 +2.6%
Page 105 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%