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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 34 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 RUN SUNRUN INC Energy 118,127.0 $2.2M 0.02% +2K +1.8% $18.40 -20.5%
662 ITRI ITRON INC Technology 23,296.0 $2.2M 0.02% +291.0 +1.3% $92.85 -10.6%
663 MDU MDU RES GROUP INC Industrials 110,417.0 $2.2M 0.02% +1K +1.1% $19.51 +13.6%
664 LNG CHENIERE ENERGY INC Energy 11,000.0 $2.1M 0.02% $194.36 +23.9%
665 DRI DARDEN RESTAURANTS INC Consumer Cyclical 11,591.0 $2.1M 0.02% -945.0 -7.5% $183.94 +10.6%
666 TWLO TWILIO INC Communication Services 14,980.0 $2.1M 0.02% -1K -8.7% $142.19 +32.1%
667 HEICO CORP NEW 8,425.0 $2.1M 0.02% $252.34
668 LUV SOUTHWEST AIRLS CO Industrials 51,324.0 $2.1M 0.02% -5K -8.5% $41.33 -1.1%
669 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 42,650.0 $2.1M 0.02% +11K +36.9% $49.68 -3.0%
670 FELE FRANKLIN ELEC INC Industrials 22,188.0 $2.1M 0.02% +399.0 +1.8% $95.50 +2.9%
671 TMDX TRANSMEDICS GROUP INC Healthcare 17,401.0 $2.1M 0.02% +247.0 +1.4% $121.60 -43.3%
672 MWA MUELLER WTR PRODS INC Industrials 88,799.0 $2.1M 0.02% +2K +1.7% $23.82 +6.3%
673 TSN TYSON FOODS INC Consumer Defensive 36,013.0 $2.1M 0.02% -20K -35.2% $58.59 +11.0%
674 CMS CMS ENERGY CORP Utilities 30,167.0 $2.1M 0.02% -2K -5.9% $69.91 +6.6%
675 INGRAM MICRO HLDG CORP 98,840.0 $2.1M 0.02% $21.33
676 CUSHMAN AND WAKEFIELD LTD 130,267.0 $2.1M 0.02% NEW $16.18
677 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 67,426.0 $2.1M 0.02% +1K +1.9% $31.20 +6.5%
678 UPWK UPWORK INC Industrials 105,258.0 $2.1M 0.02% +99K +1566.8% $19.81 -55.6%
679 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 23,087.0 $2.1M 0.02% -1K -4.4% $90.01 -3.7%
680 HNI HNI CORP Industrials 49,426.0 $2.1M 0.02% +24K +93.4% $42.02 -26.9%
Page 34 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%