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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 71 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 RLJ RLJ LODGING TR Real Estate 74,818.0 $556K 0.01% -5K -6.2% $7.43 +28.9%
1402 TWO HBRS INVT CORP 52,987.0 $556K 0.01% +590.0 +1.1% $10.49
1403 CNA CNA FINL CORP Financial Services 11,635.0 $555K 0.01% $47.70 -7.7%
1404 AN AUTONATION INC Consumer Cyclical 2,682.0 $553K 0.01% -410.0 -13.3% $206.19 -7.9%
1405 AHRT ARMADA HOFFLER PPTYS INC Financial Services 83,426.0 $550K 0.01% $6.59 +5.0%
1406 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 25,523.0 $550K 0.01% +254.0 +1.0% $21.55 -15.7%
1407 BIO BIO RAD LABS INC Healthcare 1,811.0 $548K 0.01% -185.0 -9.3% $302.60 -4.9%
1408 HLNE HAMILTON LANE INC Financial Services 4,067.0 $546K 0.01% -320.0 -7.3% $134.25 -32.7%
1409 SLM SLM CORP Financial Services 20,194.0 $546K 0.01% -2K -10.5% $27.04 -18.1%
1410 W WAYFAIR INC Consumer Cyclical 5,418.0 $544K 0.01% +124.0 +2.3% $100.41 -33.2%
1411 CPF CENTRAL PAC FINL CORP Financial Services 17,444.0 $543K 0.01% +3K +18.9% $31.13 +11.6%
1412 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 8,770.0 $542K 0.01% +97.0 +1.1% $61.80 +26.5%
1413 YETI YETI HLDGS INC Consumer Cyclical 12,279.0 $541K 0.01% -928.0 -7.0% $44.06 +2.6%
1414 ARRY ARRAY TECHNOLOGIES INC Energy 58,711.0 $541K 0.01% NEW $9.21 -8.0%
1415 EXPO EXPONENT INC Industrials 7,796.0 $540K 0.01% -398.0 -4.9% $69.27 -16.6%
1416 INTERNATIONAL BANCSHARES COR 8,126.0 $539K 0.01% -349.0 -4.1% $66.33
1417 PEGA PEGASYSTEMS INC Technology 9,006.0 $537K 0.01% -1K -10.8% $59.63 -42.4%
1418 LIVN LIVANOVA PLC Healthcare 8,739.0 $537K 0.01% -430.0 -4.7% $61.45 +20.1%
1419 EIG EMPLOYERS HLDGS INC Financial Services 12,462.0 $537K 0.01% -387.0 -3.0% $43.09 +1.9%
1420 INN SUMMIT HOTEL PPTYS INC Real Estate 110,519.0 $536K 0.01% -1K -1.2% $4.85 +15.3%
Page 71 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%