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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 63 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 TNC TENNANT CO Industrials 10,248.0 $754K 0.01% $73.58 +14.0%
1242 HSIC HENRY SCHEIN INC Healthcare 9,973.0 $753K 0.01% -1K -11.5% $75.50 -1.7%
1243 BCO BRINKS CO Industrials 6,465.0 $753K 0.01% -265.0 -3.9% $116.47 -10.1%
1244 BILL BILL HOLDINGS INC Technology 13,797.0 $752K 0.01% -895.0 -6.1% $54.50 -33.7%
1245 CHDN CHURCHILL DOWNS INC Consumer Cyclical 6,615.0 $752K 0.01% -670.0 -9.2% $113.68 -25.1%
1246 MTCH MATCH GROUP INC NEW Communication Services 23,314.0 $752K 0.01% -2K -9.7% $32.26 +11.0%
1247 SILA SILA REALTY TRUST INC Real Estate 32,281.0 $751K 0.01% +5K +19.6% $23.26 +29.9%
1248 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 56,599.0 $751K 0.01% +3K +6.1% $13.27 -15.4%
1249 AVAV AEROVIRONMENT INC Industrials 3,100.0 $749K 0.01% -380.0 -10.9% $241.61 -27.9%
1250 POOL POOL CORP Industrials 3,276.0 $749K 0.01% -315.0 -8.8% $228.63 -19.2%
1251 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,712.0 $748K 0.01% -285.0 -9.5% $275.81 +9.7%
1252 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 27,916.0 $747K 0.01% +7K +34.3% $26.76 -31.2%
1253 HLIT HARMONIC INC Technology 75,343.0 $744K 0.01% +13K +20.9% $9.87 +53.9%
1254 BC BRUNSWICK CORP Consumer Cyclical 10,009.0 $742K 0.01% -459.0 -4.4% $74.13 +9.2%
1255 EFC ELLINGTON FINANCIAL INC Real Estate 54,643.0 $742K 0.01% +4K +8.7% $13.58 -0.7%
1256 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 20,323.0 $741K 0.01% -2K -8.0% $36.46 +5.3%
1257 CHWY CHEWY INC Consumer Cyclical 22,347.0 $738K 0.01% -2K -7.4% $33.02 -37.2%
1258 WEX WEX INC Technology 4,958.0 $738K 0.01% -314.0 -6.0% $148.85 +1.1%
1259 TPB TURNING PT BRANDS INC Consumer Defensive 6,792.0 $736K 0.01% +6K +804.4% $108.36 -17.0%
1260 ENVIRI CORP 41,067.0 $735K 0.01% +486.0 +1.2% $17.90
Page 63 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%