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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 36 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FCFS FIRSTCASH HOLDINGS INC Financial Services 12,434.0 $2.0M 0.02% +4K +50.4% $159.32 +43.7%
702 KFY KORN FERRY Industrials 29,985.0 $2.0M 0.02% +580.0 +2.0% $66.00 +3.5%
703 EXPD EXPEDITORS INTL WASH INC Industrials 13,278.0 $2.0M 0.02% -1K -8.6% $148.97 +7.8%
704 NI NISOURCE INC Utilities 47,376.0 $2.0M 0.02% -3K -6.0% $41.75 +14.5%
705 NE NOBLE CORP PLC Energy 70,060.0 $2.0M 0.02% +881.0 +1.3% $28.22 +79.3%
706 LVS LAS VEGAS SANDS CORP Consumer Cyclical 30,365.0 $2.0M 0.02% -3K -8.9% $65.07 -23.2%
707 WST WEST PHARMACEUTICAL SVSC INC Healthcare 7,175.0 $2.0M 0.02% -685.0 -8.7% $275.12 +15.4%
708 INDB INDEPENDENT BK CORP MASS Financial Services 27,006.0 $2.0M 0.02% +193.0 +0.7% $73.06 +9.0%
709 PODD INSULET CORP Healthcare 6,938.0 $2.0M 0.02% -620.0 -8.2% $284.23 -45.5%
710 ILMN ILLUMINA INC Healthcare 14,994.0 $2.0M 0.02% -1K -8.4% $131.12 +10.9%
711 LRN STRIDE INC Consumer Defensive 30,281.0 $2.0M 0.02% +9K +39.8% $64.89 +37.1%
712 DORM DORMAN PRODS INC Consumer Cyclical 15,948.0 $2.0M 0.02% +295.0 +1.9% $123.15 -5.2%
713 NOG NORTHERN OIL & GAS INC Energy 91,485.0 $2.0M 0.02% +633.0 +0.7% $21.46 +8.2%
714 CORT CORCEPT THERAPEUTICS INC Healthcare 56,312.0 $2.0M 0.02% +9K +19.4% $34.77 +71.5%
715 WSC WILLSCOT HLDGS CORP Industrials 103,421.0 $1.9M 0.02% +929.0 +0.9% $18.82 +35.3%
716 STZ CONSTELLATION BRANDS INC Consumer Defensive 14,091.0 $1.9M 0.02% -1K -8.1% $137.89 +4.5%
717 BRC BRADY CORP Industrials 24,772.0 $1.9M 0.02% +233.0 +0.9% $78.35 +13.3%
718 DRH DIAMONDROCK HOSPITALITY CO Real Estate 216,348.0 $1.9M 0.02% +2K +1.0% $8.95 +21.2%
719 CRC CALIFORNIA RES CORP Energy 43,216.0 $1.9M 0.02% +3K +8.7% $44.71 +37.5%
720 TEX TEREX CORP NEW Industrials 36,218.0 $1.9M 0.02% -490.0 -1.3% $53.32 +9.7%
Page 36 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%