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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $10.1B AUM 3,580 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 270 Added 1285 Reduced 71 Exited
Page 108 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 PCYO PURE CYCLE CORP Utilities 1,230.0 $13K $10.57 +10.1%
2142 TMCI TREACE MED CONCEPTS INC Healthcare 3,343.0 $13K $3.89 +12.4%
2143 WNEB WESTERN NEW ENG BANCORP INC Financial Services 925.0 $13K $14.05 -1.2%
2144 CF BANKSHARES INC 414.0 $13K $31.40
2145 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 4,070.0 $13K $3.19 +27.7%
2146 BOC BOSTON OMAHA CORP Communication Services 972.0 $13K $13.37 +4.7%
2147 HCKT HACKETT GROUP INC Technology 1,257.0 $13K $10.34 +7.2%
2148 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 783.0 $13K $16.60 +8.1%
2149 CNDT CONDUENT INC Technology 8,581.0 $12K $1.40 +15.1%
2150 CXDO CREXENDO INC Communication Services 1,626.0 $12K $7.38 -15.0%
2151 FMAO FARMERS & MERCHANTS BANCORP Financial Services 423.0 $12K $28.37 +19.8%
2152 MDV MODIV INDUSTRIAL INC Real Estate 706.0 $12K $17.00 +6.2%
2153 BCML BAYCOM CORP Financial Services 362.0 $11K $30.39 -0.9%
2154 NATIONAL CINEMEDIA INC 3,061.0 $11K $3.59
2155 ARQ INC 3,998.0 $10K $2.50
2156 COMMERCE.COM INC 3,652.0 $10K $2.74
2157 BMBL BUMBLE INC Technology 3,287.0 $10K $3.04 -6.3%
2158 GETY GETTY IMAGES HOLDINGS INC Communication Services 12,758.0 $10K $0.78 -67.5%
2159 CLW CLEARWATER PAPER CORP Basic Materials 632.0 $9K $14.24 +49.3%
2160 PNNT PENNANTPARK INVT CORP Financial Services 2,695.0 $9K $3.34 +12.9%
Page 108 of 109  ·  2,173 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 34.4%
Financial Services 10.3%
Real Estate 10.1%
Consumer Cyclical 9.3%
Industrials 9.0%
Healthcare 8.7%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.3%