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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 53 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 AFG AMERICAN FINL GROUP INC OHIO Financial Services 7,725.0 $1.1M 0.01% -480.0 -5.8% $136.57 -0.6%
1042 IOSP INNOSPEC INC Basic Materials 13,747.0 $1.1M 0.01% +120.0 +0.9% $76.45 +7.2%
1043 ALG ALAMO GROUP INC Industrials 6,250.0 $1.0M 0.01% +106.0 +1.7% $167.68 -9.0%
1044 MTX MINERALS TECHNOLOGIES INC Basic Materials 17,211.0 $1.0M 0.01% -38K -68.7% $60.89 +28.3%
1045 PLAB PHOTRONICS INC Technology 32,677.0 $1.0M 0.01% $31.98 +70.2%
1046 NWN NORTHWEST NAT HLDG CO Utilities 22,349.0 $1.0M 0.01% +531.0 +2.4% $46.67 +6.9%
1047 HMN HORACE MANN EDUCATORS CORP N Financial Services 22,535.0 $1.0M 0.01% +238.0 +1.1% $46.15 +2.7%
1048 UNFI UNITED NAT FOODS INC Consumer Defensive 30,883.0 $1.0M 0.01% +407.0 +1.3% $33.64 +48.2%
1049 RAMP LIVERAMP HLDGS INC Technology 35,375.0 $1.0M 0.01% -601.0 -1.7% $29.34 +28.3%
1050 RBLX ROBLOX CORP Technology 12,800.0 $1.0M 0.01% NEW $81.02 -43.2%
1051 RCUS ARCUS BIOSCIENCES INC Healthcare 43,451.0 $1.0M 0.01% +9K +24.8% $23.82 +1.3%
1052 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 22,375.0 $1.0M 0.01% +7K +41.1% $46.26 -27.0%
1053 MANH MANHATTAN ASSOCIATES INC Technology 5,975.0 $1.0M 0.01% -18K -75.2% $173.22 -19.4%
1054 NTCT NETSCOUT SYS INC Technology 38,290.0 $1.0M 0.01% +697.0 +1.9% $27.03 +55.8%
1055 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 22,184.0 $1.0M 0.01% +7K +47.1% $46.61 -17.0%
1056 FIVE FIVE BELOW INC Consumer Cyclical 5,490.0 $1.0M 0.01% -440.0 -7.4% $188.34 +17.4%
1057 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 51,378.0 $1.0M 0.01% +348.0 +0.7% $20.07 -43.2%
1058 INVA INNOVIVA INC Healthcare 51,549.0 $1.0M 0.01% +21K +71.1% $19.96 +13.6%
1059 CNS COHEN & STEERS INC Financial Services 16,333.0 $1.0M 0.01% +231.0 +1.4% $62.70 +14.2%
1060 MD PEDIATRIX MEDICAL GROUP INC Healthcare 47,901.0 $1.0M 0.01% $21.38 +0.9%
Page 53 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%