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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 42 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 H HYATT HOTELS CORP Consumer Cyclical 10,170.0 $1.6M 0.02% -460.0 -4.3% $160.18 +12.1%
822 KLIC KULICKE & SOFFA INDS INC Technology 35,553.0 $1.6M 0.02% +9K +35.5% $45.51 +138.6%
823 HEI HEICO CORP NEW Industrials 5,000.0 $1.6M 0.02% $323.40 -4.5%
824 LBRT LIBERTY ENERGY INC Energy 87,496.0 $1.6M 0.02% -72K -45.1% $18.45 +73.2%
825 UNF UNIFIRST CORP MASS Industrials 8,362.0 $1.6M 0.02% -127.0 -1.5% $192.78 +36.9%
826 ELME COMMUNITIES 92,710.0 $1.6M 0.02% +804.0 +0.9% $17.38
827 DAN DANA INC Consumer Cyclical 67,789.0 $1.6M 0.02% -6K -8.6% $23.75 +48.2%
828 INCY INCYTE CORP Healthcare 16,299.0 $1.6M 0.02% -1K -7.1% $98.72 -1.6%
829 MAT MATTEL INC Consumer Cyclical 81,149.0 $1.6M 0.02% -4K -4.8% $19.83 -24.0%
830 CPK CHESAPEAKE UTILS CORP Utilities 12,783.0 $1.6M 0.02% +225.0 +1.8% $124.70 +1.9%
831 CIVITAS RESOURCES INC 58,640.0 $1.6M 0.02% -1K -2.3% $27.06
832 ALEXANDER & BALDWIN INC NEW 76,817.0 $1.6M 0.02% +779.0 +1.0% $20.61
833 JLL JONES LANG LASALLE INC Real Estate 4,690.0 $1.6M 0.02% -490.0 -9.5% $336.46 -14.0%
834 J JACOBS SOLUTIONS INC Industrials 11,898.0 $1.6M 0.02% -965.0 -7.5% $132.46 -12.5%
835 TDC TERADATA CORP DEL Technology 51,534.0 $1.6M 0.02% -66K -56.2% $30.43 +9.6%
836 XPO XPO INC Industrials 11,512.0 $1.6M 0.02% -1K -10.6% $135.86 +49.4%
837 BWXT BWX TECHNOLOGIES INC Industrials 9,050.0 $1.6M 0.02% -755.0 -7.7% $172.82 +18.3%
838 CWEN CLEARWAY ENERGY INC Utilities 46,887.0 $1.6M 0.02% +1K +2.8% $33.25 +20.8%
839 BCC BOISE CASCADE CO DEL Basic Materials 21,171.0 $1.6M 0.02% +164.0 +0.8% $73.59 -7.5%
840 PRVA PRIVIA HEALTH GROUP INC Healthcare 65,747.0 $1.6M 0.02% +823.0 +1.3% $23.70 -6.3%
Page 42 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%