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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 61 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 SSRM SSR MINING IN Basic Materials 36,584.0 $801K 0.01% +28K +349.4% $21.89 +40.8%
1202 LAD LITHIA MTRS INC Consumer Cyclical 2,407.0 $799K 0.01% -395.0 -14.1% $331.95 -14.8%
1203 DXPE DXP ENTERPRISES INC Industrials 7,282.0 $798K 0.01% +69.0 +1.0% $109.59 +35.9%
1204 LKFN LAKELAND FINL CORP Financial Services 13,982.0 $797K 0.01% +114.0 +0.8% $57.00 +5.8%
1205 JJSF J & J SNACK FOODS CORP Consumer Defensive 8,823.0 $796K 0.01% +141.0 +1.6% $90.22 -16.9%
1206 UGI UGI CORP NEW Utilities 21,291.0 $796K 0.01% -2K -9.4% $37.39 -4.0%
1207 MXL MAXLINEAR INC Technology 45,677.0 $795K 0.01% +632.0 +1.4% $17.40 +454.2%
1208 NSP INSPERITY INC Industrials 20,519.0 $794K 0.01% +14K +240.8% $38.70 -19.0%
1209 VMI VALMONT INDS INC Industrials 1,974.0 $794K 0.01% -185.0 -8.6% $402.23 +30.9%
1210 CADENCE BANK 18,535.0 $794K 0.01% -2K -7.7% $42.84
1211 STEL STELLAR BANCORP INC Financial Services 25,611.0 $791K 0.01% +193.0 +0.8% $30.89 +21.9%
1212 NBHC NATIONAL BK HLDGS CORP Financial Services 20,776.0 $788K 0.01% +113.0 +0.6% $37.93 +11.9%
1213 GBCI GLACIER BANCORP INC NEW Financial Services 17,892.0 $787K 0.01% +640.0 +3.7% $43.99 +9.4%
1214 LSTR LANDSTAR SYS INC Industrials 5,473.0 $786K 0.01% -2K -29.9% $143.61 +38.4%
1215 MBC MASTERBRAND INC Consumer Cyclical 71,241.0 $785K 0.01% +785.0 +1.1% $11.02 -28.5%
1216 TALO TALOS ENERGY INC Energy 71,263.0 $784K 0.01% $11.00 +41.7%
1217 HQY HEALTHEQUITY INC Healthcare 8,536.0 $781K 0.01% -695.0 -7.5% $91.49 -4.5%
1218 MAN MANPOWERGROUP INC WIS Industrials 26,309.0 $781K 0.01% -37K -58.7% $29.69 -1.4%
1219 NOV NOV INC Energy 50,053.0 $781K 0.01% -4K -7.3% $15.60 +35.7%
1220 HROW HARROW INC Healthcare 15,807.0 $774K 0.01% +14K +807.4% $48.97 -31.4%
Page 61 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%