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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 77 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 NX QUANEX BLDG PRODS CORP Industrials 25,606.0 $393K 0.00% $15.35 +11.9%
1522 ASH ASHLAND INC Basic Materials 6,689.0 $391K 0.00% -36K -84.4% $58.45 -3.8%
1523 CVI CVR ENERGY INC Energy 15,356.0 $390K 0.00% -3K -16.1% $25.40 +25.4%
1524 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 60,438.0 $387K 0.00% +729.0 +1.2% $6.40 -4.0%
1525 DCO DUCOMMUN INC DEL Industrials 4,078.0 $387K 0.00% +3K +395.5% $94.90 +50.6%
1526 BLKB BLACKBAUD INC Technology 6,110.0 $386K 0.00% -246.0 -3.9% $63.18 -53.1%
1527 GTM ZOOMINFO TECHNOLOGIES INC Technology 37,891.0 $384K 0.00% -3K -7.4% $10.13 -64.8%
1528 MRTN MARTEN TRANS LTD Industrials 33,762.0 $383K 0.00% $11.34 +46.2%
1529 AEHR AEHR TEST SYS Technology 18,675.0 $377K 0.00% NEW $20.19 +352.3%
1530 CORE LABORATORIES INC 23,493.0 $376K 0.00% $16.00
1531 TREX TREX CO INC Industrials 10,711.0 $375K 0.00% -800.0 -7.0% $35.01 +9.3%
1532 PWP PERELLA WEINBERG PARTNERS Financial Services 21,497.0 $371K 0.00% +19K +752.4% $17.26 +2.6%
1533 FLAGSTAR BANK NATIONAL ASSOC 29,495.0 $371K 0.00% -3K -8.3% $12.58
1534 AESI ATLAS ENERGY SOLUTIONS INC Energy 39,140.0 $368K 0.00% +538.0 +1.4% $9.40 +107.1%
1535 NIC NICOLET BANKSHARES INC Financial Services 3,034.0 $367K 0.00% +2K +409.9% $120.96 +17.6%
1536 MCW MISTER CAR WASH INC Consumer Cyclical 66,196.0 $367K 0.00% +500.0 +0.8% $5.54 +28.1%
1537 NWS NEWS CORP NEW Communication Services 12,360.0 $366K 0.00% +200.0 +1.6% $29.61 +1.6%
1538 XRAY DENTSPLY SIRONA INC Healthcare 32,006.0 $365K 0.00% -1K -4.3% $11.40 -13.7%
1539 INOD INNODATA INC Technology 7,104.0 $361K 0.00% NEW $50.82 +93.9%
1540 COMP COMPASS INC Technology 33,933.0 $358K 0.00% +2K +5.2% $10.55 -19.7%
Page 77 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%