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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 76 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 BFS SAUL CTRS INC Real Estate 13,474.0 $423K 0.00% $31.39 +9.7%
1502 AVNT AVIENT CORPORATION Basic Materials 13,560.0 $423K 0.00% -741.0 -5.2% $31.19 +9.4%
1503 GRPN GROUPON INC Communication Services 24,023.0 $423K 0.00% NEW $17.61 +3.5%
1504 MOD MODINE MFG CO Consumer Cyclical 3,156.0 $421K 0.00% +103.0 +3.4% $133.40 +87.5%
1505 TRST TRUSTCO BK CORP N Y Financial Services 10,204.0 $421K 0.00% $41.26 +21.9%
1506 ASB ASSOCIATED BANC CORP Financial Services 16,320.0 $420K 0.00% -1K -7.4% $25.74 +9.0%
1507 BLBD BLUE BIRD CORP Consumer Cyclical 8,919.0 $419K 0.00% NEW $46.98 +38.0%
1508 PURSUIT ATTRACTIONS AND HOSP 12,413.0 $417K 0.00% +131.0 +1.1% $33.59
1509 SMG SCOTTS MIRACLE-GRO CO Basic Materials 7,151.0 $416K 0.00% -262.0 -3.5% $58.17 +0.3%
1510 FBRT FRANKLIN BSP RLTY TR INC Real Estate 41,218.0 $413K 0.00% $10.02 -12.9%
1511 PSKY PARAMOUNT SKYDANCE CORP Communication Services 30,773.0 $412K 0.00% -2K -6.6% $13.39 -24.3%
1512 SYNA SYNAPTICS INC Technology 5,571.0 $411K 0.00% -235.0 -4.0% $73.77 +76.0%
1513 LQDT LIQUIDITY SVCS INC Consumer Cyclical 13,606.0 $411K 0.00% $30.21 +13.2%
1514 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 23,562.0 $402K 0.00% +250.0 +1.1% $17.06 -4.3%
1515 WHR WHIRLPOOL CORP Consumer Cyclical 5,577.0 $402K 0.00% -400.0 -6.7% $72.08 -42.4%
1516 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 45,692.0 $399K 0.00% -1K -2.6% $8.73 -32.8%
1517 CNXN PC CONNECTION INC Technology 6,903.0 $398K 0.00% $57.66 +11.3%
1518 VC VISTEON CORP Consumer Cyclical 4,187.0 $397K 0.00% -142.0 -3.3% $94.82 +15.2%
1519 DVA DAVITA INC Healthcare 3,495.0 $397K 0.00% -415.0 -10.6% $113.59 +74.9%
1520 AMSF AMERISAFE INC Financial Services 10,317.0 $396K 0.00% $38.38 -18.5%
Page 76 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%