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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 70 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SKYWARD SPECIALTY INS GROUP 11,336.0 $578K 0.01% +9K +504.3% $50.99
1382 DHC DIVERSIFIED HEALTHCARE TR Real Estate 119,431.0 $578K 0.01% +702.0 +0.6% $4.84 +80.8%
1383 ALK ALASKA AIR GROUP INC Industrials 11,421.0 $574K 0.01% -1K -9.4% $50.26 -17.7%
1384 CAVA CAVA GROUP INC Consumer Cyclical 9,779.0 $573K 0.01% -1K -10.3% $58.59 +37.2%
1385 CRMD CORMEDIX INC Healthcare 49,358.0 $573K 0.01% +45K +951.5% $11.61 -31.3%
1386 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 9,739.0 $573K 0.01% -1K -9.9% $58.84 -1.4%
1387 EZPW EZCORP INC Financial Services 29,461.0 $572K 0.01% +315.0 +1.1% $19.42 +74.0%
1388 VRTS VIRTUS INVT PARTNERS INC Financial Services 3,495.0 $569K 0.01% +40.0 +1.2% $162.80 -11.3%
1389 GAP GAP INC Consumer Cyclical 22,223.0 $568K 0.01% -2K -9.1% $25.56 -8.5%
1390 HUT 8 CORP 12,352.0 $567K 0.01% NEW $45.90
1391 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 7,466.0 $564K 0.01% -880.0 -10.5% $75.54 +4.8%
1392 NVST ENVISTA HOLDINGS CORPORATION Healthcare 26,020.0 $564K 0.01% -1K -5.2% $21.68 +8.1%
1393 DAR DARLING INGREDIENTS INC Consumer Defensive 15,630.0 $562K 0.01% -1K -8.1% $35.96 +63.0%
1394 SCL STEPAN CO Basic Materials 11,858.0 $561K 0.01% +130.0 +1.1% $47.31 +10.1%
1395 SLDE SLIDE INS HLDGS INC Financial Services 28,769.0 $560K 0.01% NEW $19.47 -4.3%
1396 FEDERATED HERMES INC 10,767.0 $560K 0.01% -560.0 -4.9% $52.01
1397 PDM PIEDMONT REALTY TRUST INC Real Estate 67,128.0 $559K 0.01% +470.0 +0.7% $8.33 -1.5%
1398 ASTE ASTEC INDS INC Industrials 12,910.0 $558K 0.01% +137.0 +1.1% $43.22 +12.4%
1399 XNCR XENCOR INC Healthcare 36,407.0 $557K 0.01% +519.0 +1.4% $15.30 -26.1%
1400 PMT PENNYMAC MTG INVT TR Real Estate 44,307.0 $556K 0.01% +522.0 +1.2% $12.55 -16.3%
Page 70 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%