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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 72 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 THO THOR INDS INC Consumer Cyclical 5,210.0 $534K 0.01% -605.0 -10.4% $102.50 -24.9%
1422 UFPI UFP INDUSTRIES INC Basic Materials 5,824.0 $530K 0.01% -580.0 -9.1% $91.00 -11.5%
1423 MZTI MARZETTI COMPANY Consumer Defensive 3,223.0 $529K 0.01% -133.0 -4.0% $164.13 -29.9%
1424 CXM SPRINKLR INC Technology 68,035.0 $528K 0.01% +553.0 +0.8% $7.76 -32.1%
1425 BDN BRANDYWINE RLTY TR Real Estate 180,938.0 $527K 0.01% $2.91 +3.0%
1426 BHF BRIGHTHOUSE FINL INC Financial Services 8,038.0 $520K 0.01% -434.0 -5.1% $64.69 -3.4%
1427 UPBOUND GROUP INC 29,721.0 $520K 0.01% +327.0 +1.1% $17.50
1428 LPX LOUISIANA PAC CORP Basic Materials 6,432.0 $519K 0.01% -300.0 -4.5% $80.69 -12.6%
1429 UFCS UNITED FIRE GROUP INC Financial Services 14,273.0 $517K 0.01% +2K +17.7% $36.22 +30.2%
1430 COUR COURSERA INC Consumer Defensive 70,210.0 $515K 0.01% +61K +683.2% $7.34 -27.5%
1431 HFWA HERITAGE FINL CORP WASH Financial Services 21,839.0 $515K 0.01% +3K +18.4% $23.58 +15.3%
1432 BRKR BRUKER CORP Healthcare 10,929.0 $514K 0.01% -835.0 -7.1% $47.03 -2.9%
1433 NWE NORTHWESTERN ENERGY GROUP IN Utilities 7,972.0 $514K 0.01% -480.0 -5.7% $64.48 +11.6%
1434 AAON AAON INC Industrials 6,740.0 $513K 0.01% -540.0 -7.4% $76.11 +76.8%
1435 CBT CABOT CORP Basic Materials 7,759.0 $513K 0.01% -436.0 -5.3% $66.12 +26.2%
1436 FCN FTI CONSULTING INC Industrials 3,008.0 $513K 0.01% -11K -78.0% $170.55 -9.6%
1437 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 16,103.0 $513K 0.01% +342.0 +2.2% $31.86 +10.7%
1438 OLED UNIVERSAL DISPLAY CORP Technology 4,377.0 $511K 0.01% -455.0 -9.4% $116.75 -19.2%
1439 SDGR SCHRODINGER INC Healthcare 28,573.0 $510K 0.01% +362.0 +1.3% $17.85 -25.5%
1440 TMP TOMPKINS FINL CORP Financial Services 7,048.0 $510K 0.01% +75.0 +1.1% $72.36 +18.6%
Page 72 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%