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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 32 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CURB CURBLINE PPTYS CORP Real Estate 102,812.0 $2.4M 0.03% +1K +1.3% $23.19 +22.1%
622 BNL BROADSTONE NET LEASE INC Real Estate 137,086.0 $2.4M 0.03% +34K +33.6% $17.36 +17.5%
623 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 90,130.0 $2.4M 0.03% $26.36 -37.3%
624 VSAT VIASAT INC Technology 68,853.0 $2.4M 0.03% +1K +1.9% $34.45 +116.4%
625 RF REGIONS FINANCIAL CORP NEW Financial Services 87,109.0 $2.4M 0.03% -9K -9.3% $27.09 +2.7%
626 HCC WARRIOR MET COAL INC Energy 26,768.0 $2.4M 0.03% +316.0 +1.2% $88.16 -4.8%
627 CE CELANESE CORP DEL Basic Materials 55,839.0 $2.4M 0.03% +739.0 +1.3% $42.26 +24.0%
628 HAL HALLIBURTON CO Energy 83,491.0 $2.4M 0.03% -9K -9.6% $28.25 +46.8%
629 FORM FORMFACTOR INC Technology 42,187.0 $2.4M 0.03% +586.0 +1.4% $55.78 +131.3%
630 FTDR FRONTDOOR INC Consumer Cyclical 40,729.0 $2.3M 0.03% $57.67 +6.3%
631 HUBB HUBBELL INC Industrials 5,288.0 $2.3M 0.03% -520.0 -8.9% $444.02 +7.0%
632 CARG CARGURUS INC Consumer Cyclical 60,760.0 $2.3M 0.03% +15K +33.6% $38.33 -26.3%
633 DLTR DOLLAR TREE INC Consumer Defensive 18,909.0 $2.3M 0.03% -2K -8.9% $122.96 -22.8%
634 STLD STEEL DYNAMICS INC Basic Materials 13,718.0 $2.3M 0.03% -1K -7.9% $169.41 +41.7%
635 ENPH ENPHASE ENERGY INC Energy 72,351.0 $2.3M 0.03% +762.0 +1.1% $32.02 +99.9%
636 FE FIRSTENERGY CORP Utilities 51,710.0 $2.3M 0.03% -4K -6.9% $44.77 +3.4%
637 BRO BROWN & BROWN INC Financial Services 28,998.0 $2.3M 0.03% -2K -7.2% $79.70 -27.4%
638 QTWO Q2 HLDGS INC Technology 31,840.0 $2.3M 0.02% +398.0 +1.3% $72.14 -36.1%
639 SKYW SKYWEST INC Industrials 22,878.0 $2.3M 0.02% +145.0 +0.6% $100.36 -15.5%
640 PPG PPG INDS INC Basic Materials 22,307.0 $2.3M 0.02% -2K -7.7% $102.43 +5.2%
Page 32 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%