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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 64 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 SIGI SELECTIVE INS GROUP INC Financial Services 8,742.0 $731K 0.01% -538.0 -5.8% $83.62 +8.5%
1262 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 51,358.0 $728K 0.01% +477.0 +0.9% $14.18 +64.1%
1263 BEN FRANKLIN RESOURCES INC Financial Services 30,499.0 $728K 0.01% -2K -7.5% $23.87 +31.7%
1264 ERIE ERIE INDTY CO Financial Services 2,530.0 $725K 0.01% -185.0 -6.8% $286.56 -21.3%
1265 WRBY WARBY PARKER INC Healthcare 33,154.0 $722K 0.01% +27K +484.2% $21.78 +18.1%
1266 UVV UNIVERSAL CORP VA Consumer Defensive 13,688.0 $721K 0.01% +166.0 +1.2% $52.67 +3.1%
1267 TFIN TRIUMPH FINANCIAL INC Financial Services 11,494.0 $719K 0.01% +148.0 +1.3% $62.55 +8.6%
1268 XPEL XPEL INC Consumer Cyclical 14,413.0 $719K 0.01% +154.0 +1.1% $49.89 -8.3%
1269 VYX NCR VOYIX CORPORATION Technology 70,520.0 $719K 0.01% +964.0 +1.4% $10.20 -33.4%
1270 PZZA PAPA JOHNS INTL INC Consumer Cyclical 18,642.0 $716K 0.01% +328.0 +1.8% $38.41 -14.2%
1271 ADT ADT INC DEL Industrials 88,184.0 $711K 0.01% $8.06 -13.9%
1272 MLKN MILLERKNOLL INC Consumer Cyclical 38,972.0 $711K 0.01% +767.0 +2.0% $18.24 -14.6%
1273 WKC WORLD KINECT CORPORATION Energy 30,325.0 $709K 0.01% -53K -63.5% $23.38 +26.8%
1274 POR PORTLAND GEN ELEC CO Utilities 14,774.0 $708K 0.01% -308.0 -2.0% $47.92 +3.6%
1275 OZK BANK OZK LITTLE ROCK ARK Financial Services 15,365.0 $706K 0.01% -806.0 -5.0% $45.95 +4.9%
1276 SWX SOUTHWEST GAS HLDGS INC Utilities 8,806.0 $704K 0.01% -505.0 -5.4% $79.95 +12.0%
1277 VOYA VOYA FINANCIAL INC Financial Services 9,451.0 $704K 0.01% -905.0 -8.7% $74.49 +9.4%
1278 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 23,396.0 $702K 0.01% +146.0 +0.6% $30.01 -1.5%
1279 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,957.0 $701K 0.01% -643.0 -6.1% $70.40 -6.5%
1280 UMH UMH PPTYS INC Real Estate 43,865.0 $697K 0.01% +995.0 +2.3% $15.89 -3.3%
Page 64 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%