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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 68 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 FAF FIRST AMERN FINL CORP Financial Services 10,111.0 $621K 0.01% -790.0 -7.2% $61.42 +11.0%
1342 THRM GENTHERM INC Consumer Cyclical 17,090.0 $621K 0.01% +185.0 +1.1% $36.34 -9.9%
1343 STWD STARWOOD PPTY TR INC Real Estate 34,509.0 $621K 0.01% -3K -7.1% $18.00 -3.9%
1344 SON SONOCO PRODS CO Consumer Cyclical 14,206.0 $619K 0.01% -817.0 -5.4% $43.57 +13.3%
1345 OGS ONE GAS INC Utilities 8,015.0 $618K 0.01% -463.0 -5.5% $77.11 +7.0%
1346 DLX DELUXE CORP Communication Services 27,716.0 $618K 0.01% +5K +22.7% $22.30 +6.4%
1347 REX REX AMERICAN RES CORP Basic Materials 19,165.0 $617K 0.01% +4K +24.2% $32.19 +51.5%
1348 GIII G III APPAREL GROUP LTD Consumer Cyclical 21,335.0 $616K 0.01% $28.87 +6.7%
1349 ENR ENERGIZER HLDGS INC NEW Industrials 30,922.0 $615K 0.01% +349.0 +1.1% $19.89 -8.6%
1350 HAE HAEMONETICS CORP MASS Healthcare 7,680.0 $614K 0.01% -461.0 -5.7% $79.95 -18.1%
1351 NJR NEW JERSEY RES CORP Utilities 13,251.0 $610K 0.01% -819.0 -5.8% $46.03 +24.4%
1352 DAVE INC 2,761.0 $610K 0.01% +2K +463.5% $220.93
1353 PFBC PREFERRED BK LOS ANGELES CA Financial Services 6,392.0 $603K 0.01% $94.34 +0.5%
1354 CERT CERTARA INC Healthcare 68,473.0 $602K 0.01% $8.79 -40.4%
1355 CHE CHEMED CORP NEW Healthcare 1,406.0 $601K 0.01% -18K -92.9% $427.45 +2.8%
1356 KBH KB HOME Consumer Cyclical 10,668.0 $601K 0.01% -725.0 -6.4% $56.34 -13.7%
1357 COHU COHU INC Technology 25,767.0 $599K 0.01% +285.0 +1.1% $23.25 +100.2%
1358 KNF KNIFE RIVER CORP Basic Materials 8,530.0 $599K 0.01% -330.0 -3.7% $70.22 +2.8%
1359 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 11,974.0 $598K 0.01% -1K -8.8% $49.94 -24.6%
1360 MASI MASIMO CORP Healthcare 4,602.0 $598K 0.01% -445.0 -8.8% $129.94 +37.6%
Page 68 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%