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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 55 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 OVV OVINTIV INC Energy 25,263.0 $990K 0.01% -3K -9.1% $39.19 +44.1%
1082 VFC V F CORP Consumer Cyclical 54,765.0 $989K 0.01% -2K -2.8% $18.06 -7.5%
1083 OFG OFG BANCORP Financial Services 24,105.0 $986K 0.01% $40.90 +11.7%
1084 CRK COMSTOCK RES INC Energy 42,589.0 $986K 0.01% +3K +7.0% $23.15 -43.1%
1085 CNM CORE & MAIN INC Industrials 18,960.0 $985K 0.01% -1K -7.0% $51.95 -6.1%
1086 NHC NATIONAL HEALTHCARE CORP Healthcare 7,161.0 $981K 0.01% +152.0 +2.2% $136.99 +38.7%
1087 BAX BAXTER INTL INC Healthcare 51,197.0 $978K 0.01% -4K -7.0% $19.10 +1.5%
1088 UNIT UNITI GROUP LLC Real Estate 139,761.0 $978K 0.01% -19K -12.2% $7.00 +61.1%
1089 NWSA NEWS CORP NEW Communication Services 37,287.0 $973K 0.01% -3K -7.8% $26.09 +0.4%
1090 ANDE ANDERSONS INC Consumer Defensive 18,331.0 $973K 0.01% $53.08 +34.4%
1091 CRL CHARLES RIV LABS INTL INC Healthcare 4,881.0 $973K 0.01% -395.0 -7.5% $199.34 -21.4%
1092 DY DYCOM INDS INC Industrials 2,880.0 $973K 0.01% -12K -80.2% $337.85 +24.5%
1093 BBWI BATH & BODY WORKS INC Consumer Cyclical 48,430.0 $972K 0.01% -2K -4.6% $20.07 -11.7%
1094 YELP YELP INC Communication Services 32,007.0 $972K 0.01% $30.37 -26.3%
1095 LMAT LEMAITRE VASCULAR INC Healthcare 11,986.0 $971K 0.01% +147.0 +1.2% $81.01 +21.8%
1096 PR PERMIAN RESOURCES CORP Energy 69,131.0 $969K 0.01% -3K -3.6% $14.02 +40.0%
1097 GLOBUS MED INC 11,057.0 $965K 0.01% -965.0 -8.0% $87.28
1098 ARMK ARAMARK Industrials 26,200.0 $965K 0.01% -2K -7.2% $36.83 +41.9%
1099 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,755.0 $964K 0.01% -410.0 -9.8% $256.72 +21.3%
1100 PENN PENN ENTERTAINMENT INC Consumer Cyclical 65,046.0 $959K 0.01% -6K -8.0% $14.74 +15.7%
Page 55 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%