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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 45 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 PSN PARSONS CORP DEL Industrials 23,241.0 $1.4M 0.01% -490.0 -2.1% $61.74 -8.8%
882 VTRS VIATRIS INC Healthcare 114,678.0 $1.4M 0.01% -10K -8.2% $12.44 +33.8%
883 ALRM ALARM COM HLDGS INC Technology 27,944.0 $1.4M 0.01% +368.0 +1.3% $50.96 -13.9%
884 PFS PROVIDENT FINL SVCS INC Financial Services 72,119.0 $1.4M 0.01% +1K +1.5% $19.73 +13.7%
885 INSW INTERNATIONAL SEAWAYS INC Energy 29,266.0 $1.4M 0.01% +9K +43.7% $48.52 +70.5%
886 FFBC FIRST FINL BANCORP OH Financial Services 56,794.0 $1.4M 0.01% +5K +9.2% $25.00 +24.6%
887 BALL BALL CORP Consumer Cyclical 26,687.0 $1.4M 0.01% -2K -8.1% $52.95 +6.8%
888 NSIT INSIGHT ENTERPRISES INC Technology 17,355.0 $1.4M 0.01% $81.42 +22.9%
889 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 9,965.0 $1.4M 0.01% -645.0 -6.1% $141.80 +9.8%
890 APG API GROUP CORP Industrials 36,929.0 $1.4M 0.01% -4K -8.7% $38.24 +10.7%
891 MTRN MATERION CORP Basic Materials 11,356.0 $1.4M 0.01% +126.0 +1.1% $124.25 +79.4%
892 BL BLACKLINE INC Technology 25,466.0 $1.4M 0.01% -693.0 -2.6% $55.29 -47.8%
893 XHR XENIA HOTELS & RESORTS INC Real Estate 99,507.0 $1.4M 0.01% -2K -1.7% $14.12 +19.1%
894 RBC RBC BEARINGS INC Industrials 3,130.0 $1.4M 0.01% -310.0 -9.0% $448.24 +30.4%
895 JOE ST JOE CO Real Estate 23,642.0 $1.4M 0.01% +326.0 +1.4% $59.30 +8.2%
896 DNOW DNOW INC Energy 105,747.0 $1.4M 0.01% +46K +76.2% $13.24 -0.5%
897 WAFD WAFD INC Financial Services 43,570.0 $1.4M 0.01% +608.0 +1.4% $31.99 +10.1%
898 IIPR INNOVATIVE INDL PPTYS INC Real Estate 29,483.0 $1.4M 0.01% +398.0 +1.4% $47.28 +20.7%
899 CWT CALIFORNIA WTR SVC GROUP Utilities 32,163.0 $1.4M 0.01% +376.0 +1.2% $43.31 +0.4%
900 INSP INSPIRE MED SYS INC Healthcare 15,096.0 $1.4M 0.01% -99.0 -0.7% $92.14 -54.4%
Page 45 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%