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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 78 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 SCHL SCHOLASTIC CORP Communication Services 12,097.0 $358K 0.00% $29.59 +32.6%
1542 RWT REDWOOD TRUST INC Real Estate 64,737.0 $357K 0.00% $5.51 -4.1%
1543 FROG JFROG LTD Technology 5,729.0 $357K 0.00% +153.0 +2.7% $62.31 +14.6%
1544 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 2,002.0 $355K 0.00% $177.32 -33.5%
1545 GDEN GOLDEN ENTMT INC Consumer Cyclical 13,033.0 $353K 0.00% +2K +14.5% $27.09 +5.4%
1546 PRCH PORCH GROUP INC Technology 38,742.0 $353K 0.00% +34K +703.8% $9.11 +6.9%
1547 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,821.0 $351K 0.00% +133.0 +5.0% $124.42 -8.4%
1548 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 4,943.0 $348K 0.00% $70.40 +8.2%
1549 EMBC EMBECTA CORP Healthcare 29,300.0 $348K 0.00% -216K -88.1% $11.88 -72.0%
1550 LIFE360 INC 5,422.0 $347K 0.00% NEW $64.00
1551 PRAA PRA GROUP INC Financial Services 19,575.0 $346K 0.00% $17.68 -17.7%
1552 NABL N-ABLE INC Technology 46,013.0 $343K 0.00% $7.45 -52.2%
1553 OXM OXFORD INDS INC Consumer Cyclical 10,032.0 $342K 0.00% +3K +42.0% $34.09 +14.5%
1554 ICHR ICHOR HOLDINGS Technology 18,593.0 $341K 0.00% $18.34 +256.2%
1555 METALLUS INC 19,738.0 $338K 0.00% $17.12
1556 EE EXCELERATE ENERGY INC Utilities 12,047.0 $337K 0.00% +11K +901.4% $27.97 +26.2%
1557 BRBR BELLRING BRANDS INC Consumer Defensive 12,603.0 $336K 0.00% -855.0 -6.3% $26.66 -66.1%
1558 PII POLARIS INC Consumer Cyclical 5,324.0 $336K 0.00% -435.0 -7.5% $63.11 -0.1%
1559 AMN AMN HEALTHCARE SVCS INC Healthcare 21,354.0 $335K 0.00% $15.69 +63.5%
1560 FLO FLOWERS FOODS INC Consumer Defensive 30,905.0 $335K 0.00% -10K -24.8% $10.84 -35.4%
Page 78 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%