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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 41 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 DD DUPONT DE NEMOURS INC Basic Materials 41,682.0 $1.7M 0.02% -4K -9.0% $40.19 +23.1%
802 HCI HCI GROUP INC Financial Services 8,724.0 $1.7M 0.02% +3K +47.5% $191.54 -17.8%
803 WSFS WSFS FINL CORP Financial Services 30,282.0 $1.7M 0.02% -236.0 -0.8% $55.18 +29.9%
804 GFF GRIFFON CORP Industrials 22,658.0 $1.7M 0.02% +340.0 +1.5% $73.62 +17.4%
805 LCII LCI INDS Consumer Cyclical 13,751.0 $1.7M 0.02% +181.0 +1.3% $121.30 -7.9%
806 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 29,040.0 $1.7M 0.02% +309.0 +1.1% $57.40 +12.8%
807 LNT ALLIANT ENERGY CORP Utilities 25,634.0 $1.7M 0.02% -2K -6.6% $64.99 +13.4%
808 SHAK SHAKE SHACK INC Consumer Cyclical 20,495.0 $1.7M 0.02% +243.0 +1.2% $81.14 -23.8%
809 SBCF SEACOAST BKG CORP FLA Financial Services 52,835.0 $1.7M 0.02% +6K +12.3% $31.40 -2.4%
810 DT DYNATRACE INC Technology 38,304.0 $1.7M 0.02% -3K -6.7% $43.31 -6.3%
811 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,763.0 $1.7M 0.02% +4K +179.6% $287.18 +39.3%
812 WU WESTERN UN CO Financial Services 177,730.0 $1.7M 0.02% -71K -28.6% $9.31 -10.1%
813 ALB ALBEMARLE CORP Basic Materials 11,682.0 $1.7M 0.02% -1K -9.2% $141.41 +23.5%
814 LFUS LITTELFUSE INC Technology 6,536.0 $1.7M 0.02% -245.0 -3.6% $252.75 +88.6%
815 TTD THE TRADE DESK INC Technology 43,511.0 $1.7M 0.02% -5K -9.5% $37.94 -41.5%
816 DOW DOW INC Basic Materials 70,414.0 $1.6M 0.02% -7K -9.1% $23.38 +50.9%
817 TRU TRANSUNION Industrials 19,165.0 $1.6M 0.02% -2K -8.4% $85.73 -17.7%
818 APTIV PLC 21,485.0 $1.6M 0.02% -2K -8.4% $76.05
819 NVT NVENT ELECTRIC PLC Industrials 16,024.0 $1.6M 0.02% -1K -7.5% $101.91 +66.1%
820 HWKN HAWKINS INC Basic Materials 11,492.0 $1.6M 0.02% +132.0 +1.2% $141.92 +10.4%
Page 41 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%