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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 38 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BKU BANKUNITED INC Financial Services 41,447.0 $1.8M 0.02% +516.0 +1.3% $44.56 +5.1%
742 PATK PATRICK INDS INC Consumer Cyclical 17,014.0 $1.8M 0.02% +268.0 +1.6% $108.38 -15.4%
743 GPN GLOBAL PMTS INC Industrials 23,818.0 $1.8M 0.02% -2K -9.0% $77.38 -5.2%
744 TRMB TRIMBLE INC Technology 23,517.0 $1.8M 0.02% -2K -9.6% $78.33 -28.1%
745 PKG PACKAGING CORP AMER Consumer Cyclical 8,913.0 $1.8M 0.02% -655.0 -6.8% $206.22 +5.6%
746 NATL NCR ATLEOS CORPORATION Technology 48,111.0 $1.8M 0.02% +8K +19.7% $38.08 +18.5%
747 CATY CATHAY GEN BANCORP Financial Services 37,689.0 $1.8M 0.02% $48.37 +19.2%
748 FN FABRINET Technology 3,997.0 $1.8M 0.02% +127.0 +3.3% $455.09 +49.1%
749 ACLS AXCELIS TECHNOLOGIES INC Technology 22,568.0 $1.8M 0.02% +7K +42.8% $80.29 +102.2%
750 GNL GLOBAL NET LEASE INC Real Estate 209,916.0 $1.8M 0.02% $8.59 +10.4%
751 FBP FIRST BANCORP P R Financial Services 86,659.0 $1.8M 0.02% $20.72 +17.4%
752 CDW CDW CORP Technology 13,172.0 $1.8M 0.02% -1K -8.0% $136.20 -19.8%
753 FUL FULLER H B CO Basic Materials 30,198.0 $1.8M 0.02% +589.0 +2.0% $59.41 -0.2%
754 AIR AAR CORP Industrials 21,647.0 $1.8M 0.02% +2K +10.3% $82.74 +35.3%
755 CALX CALIX INC Technology 33,847.0 $1.8M 0.02% +875.0 +2.6% $52.91 -24.1%
756 TECHNIPFMC PLC 40,191.0 $1.8M 0.02% -4K -9.1% $44.54
757 BGC BGC GROUP INC Financial Services 200,047.0 $1.8M 0.02% $8.92 +21.7%
758 GEO GEO GROUP INC NEW Industrials 110,776.0 $1.8M 0.02% +33K +42.2% $16.11 +41.7%
759 HAYW HAYWARD HLDGS INC Industrials 115,532.0 $1.8M 0.02% +2K +2.1% $15.44 -9.7%
760 BURL BURLINGTON STORES INC Consumer Cyclical 6,174.0 $1.8M 0.02% -535.0 -8.0% $288.79 +12.4%
Page 38 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%