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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 54 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AES AES CORP Utilities 71,408.0 $1.0M 0.01% -5K -6.9% $14.33 +2.4%
1062 EVTC EVERTEC INC Technology 35,161.0 $1.0M 0.01% +384.0 +1.1% $29.07 -17.8%
1063 GSHD GOOSEHEAD INS INC Financial Services 13,888.0 $1.0M 0.01% $73.59 -45.6%
1064 JEF JEFFERIES FINL GROUP INC Financial Services 16,493.0 $1.0M 0.01% -1K -8.3% $61.97 -16.2%
1065 SEZL SEZZLE INC Financial Services 16,035.0 $1.0M 0.01% NEW $63.42 +73.4%
1066 KALU KAISER ALUMINUM CORP Basic Materials 8,842.0 $1.0M 0.01% +109.0 +1.2% $114.68 +61.8%
1067 WBS WEBSTER FINL CORP Financial Services 16,098.0 $1.0M 0.01% -2K -10.3% $62.93 +14.1%
1068 JBGS JBG SMITH PPTYS Real Estate 59,449.0 $1.0M 0.01% -2K -3.0% $16.99 -13.5%
1069 PLYMOUTH INDL REIT INC 46,143.0 $1.0M 0.01% +24K +107.7% $21.82
1070 WYNN WYNN RESORTS LTD Consumer Cyclical 8,368.0 $1.0M 0.01% -755.0 -8.3% $120.22 -19.1%
1071 ARMOUR RESIDENTIAL REIT INC 56,911.0 $1.0M 0.01% $17.68
1072 AAL AMERICAN AIRLS GROUP INC Industrials 65,684.0 $1.0M 0.01% -5K -7.0% $15.32 -3.1%
1073 AR ANTERO RESOURCES CORP Energy 29,202.0 $1.0M 0.01% -3K -8.2% $34.45 +3.9%
1074 KN KNOWLES CORP Technology 46,997.0 $1.0M 0.01% $21.41 +78.6%
1075 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 44,944.0 $1.0M 0.01% -4K -7.4% $22.32 -23.4%
1076 WOR WORTHINGTON ENTERPRISES INC Industrials 19,385.0 $999K 0.01% +240.0 +1.2% $51.53 +7.0%
1077 AAT AMERICAN ASSETS TR INC Real Estate 52,626.0 $995K 0.01% +483.0 +0.9% $18.91 +18.4%
1078 MRNA MODERNA INC Healthcare 33,762.0 $995K 0.01% -3K -8.6% $29.47 +59.6%
1079 ENSG ENSIGN GROUP INC Healthcare 5,700.0 $992K 0.01% -435.0 -7.1% $174.04 -0.9%
1080 SPXC SPX TECHNOLOGIES INC Industrials 4,955.0 $991K 0.01% -20K -80.1% $200.00 +9.5%
Page 54 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%