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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 67 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ARI APOLLO COML REAL EST FIN INC Real Estate 66,503.0 $643K 0.01% +785.0 +1.2% $9.67 +13.1%
1322 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 10,570.0 $643K 0.01% -1K -10.2% $60.83 -20.7%
1323 PRG PROG HOLDINGS INC Industrials 21,815.0 $643K 0.01% +285.0 +1.3% $29.48 +13.5%
1324 WGO WINNEBAGO INDS INC Consumer Cyclical 15,900.0 $643K 0.01% +402.0 +2.6% $40.44 -26.4%
1325 NOVT NOVANTA INC Technology 5,403.0 $642K 0.01% -239.0 -4.2% $118.82 +34.4%
1326 SR SPIRE INC Utilities 7,767.0 $641K 0.01% -352.0 -4.3% $82.53 +5.4%
1327 TRUP TRUPANION INC Financial Services 17,156.0 $641K 0.01% +281.0 +1.7% $37.36 -41.2%
1328 AGCO AGCO CORP Industrials 6,154.0 $641K 0.01% -485.0 -7.3% $104.16 +8.3%
1329 CNMD CONMED CORP Healthcare 15,764.0 $640K 0.01% +188.0 +1.2% $40.60 -8.3%
1330 SAFT SAFETY INS GROUP INC Financial Services 8,225.0 $640K 0.01% +88.0 +1.1% $77.81 -6.5%
1331 SHC SOTERA HEALTH CO Healthcare 36,148.0 $637K 0.01% +2K +6.2% $17.62 -11.1%
1332 PNRG PRIMEENERGY RESOURCES CORP Energy 3,724.0 $636K 0.01% NEW $170.78 +51.8%
1333 UCTT ULTRA CLEAN HLDGS INC Technology 25,093.0 $635K 0.01% +400.0 +1.6% $25.31 +232.0%
1334 FLR FLUOR CORP NEW Industrials 16,024.0 $635K 0.01% -2K -9.4% $39.63 +13.2%
1335 FG F&G ANNUITIES & LIFE INC Financial Services 20,590.0 $634K 0.01% +14K +230.1% $30.79 -9.7%
1336 ECPG ENCORE CAP GROUP INC Financial Services 11,529.0 $626K 0.01% $54.30 +47.7%
1337 SLAB SILICON LABORATORIES INC Technology 4,799.0 $626K 0.01% -267.0 -5.3% $130.44 +66.7%
1338 ESNT ESSENT GROUP LTD Financial Services 9,644.0 $626K 0.01% -28K -74.3% $64.91 -6.4%
1339 DCOM DIME CMNTY BANCSHARES INC Financial Services 20,772.0 $625K 0.01% +234.0 +1.1% $30.09 +22.6%
1340 CARS CARS COM INC Consumer Cyclical 51,232.0 $624K 0.01% +21K +67.0% $12.18 -20.8%
Page 67 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%