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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 73 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 KBR KBR INC Industrials 12,704.0 $510K 0.01% -1K -9.8% $40.14 -16.7%
1442 ROOT INC 7,045.0 $508K 0.01% +6K +1155.8% $72.11
1443 VTOL BRISTOW GROUP INC Energy 13,865.0 $507K 0.01% +197.0 +1.4% $36.57 +16.9%
1444 HOMB HOME BANCSHARES INC Financial Services 18,212.0 $505K 0.01% -2K -9.1% $27.73 -4.0%
1445 GO GROCERY OUTLET HLDG CORP Consumer Defensive 49,969.0 $504K 0.01% +605.0 +1.2% $10.09 -20.5%
1446 ESRT EMPIRE ST RLTY TR INC Real Estate 76,999.0 $501K 0.01% +1K +1.9% $6.51 -14.2%
1447 PDFS PDF SOLUTIONS INC Technology 17,587.0 $501K 0.01% +188.0 +1.1% $28.49 +61.8%
1448 DHT DHT HOLDINGS INC Energy 41,145.0 $501K 0.01% +35K +593.3% $12.18 +42.7%
1449 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 13,781.0 $500K 0.01% -3K -17.7% $36.28 +1.4%
1450 LZ LEGALZOOM COM INC Industrials 50,413.0 $500K 0.01% +40K +397.6% $9.92 -35.9%
1451 MSEX MIDDLESEX WTR CO Utilities 9,870.0 $496K 0.01% +271.0 +2.8% $50.25 +3.7%
1452 MTDR MATADOR RES CO Energy 11,623.0 $493K 0.01% -1K -8.2% $42.42 +33.5%
1453 LPG DORIAN LPG LTD Energy 20,300.0 $493K 0.01% +317.0 +1.6% $24.29 +91.3%
1454 CNX CNX RES CORP Energy 13,387.0 $492K 0.01% -2K -11.8% $36.75 -3.9%
1455 MGNI MAGNITE INC Communication Services 30,334.0 $492K 0.01% NEW $16.22 -18.6%
1456 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 7,991.0 $489K 0.01% +7K +1036.7% $61.19 -39.6%
1457 EXPI EXP WORLD HLDGS INC Real Estate 54,004.0 $488K 0.01% +1K +1.9% $9.04 -44.1%
1458 INVX INNOVEX INTERNATIONAL INC Energy 22,199.0 $485K 0.01% +255.0 +1.2% $21.85 +37.5%
1459 BLFS BIOLIFE SOLUTIONS INC Healthcare 19,850.0 $479K 0.01% +326.0 +1.7% $24.13 -0.8%
1460 DBX DROPBOX INC Technology 17,263.0 $479K 0.01% -140K -89.0% $27.75 -1.1%
Page 73 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%