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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 79 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 USLM UNITED STS LIME & MINERALS I Basic Materials 2,802.0 $334K 0.00% +2K +131.2% $119.20 -12.7%
1562 GDYN GRID DYNAMICS HLDGS INC Technology 36,790.0 $331K 0.00% $9.00 -21.6%
1563 MMI MARCUS & MILLICHAP INC Real Estate 12,109.0 $330K 0.00% $27.25 +4.7%
1564 SXC SUNCOKE ENERGY INC Energy 45,995.0 $330K 0.00% $7.17 +9.8%
1565 CCB COASTAL FINL CORP WA Financial Services 2,868.0 $327K 0.00% +2K +384.5% $114.02 -38.4%
1566 IPGP IPG PHOTONICS CORP Technology 4,527.0 $323K 0.00% -121.0 -2.6% $71.35 +68.9%
1567 NPK NATIONAL PRESTO INDS INC Industrials 3,035.0 $323K 0.00% $106.43 +21.0%
1568 GEF GREIF INC Consumer Cyclical 4,771.0 $322K 0.00% -105.0 -2.1% $67.49 -5.0%
1569 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 11,056.0 $322K 0.00% +10K +660.9% $29.12 -19.5%
1570 HTZ HERTZ GLOBAL HLDGS INC Industrials 62,779.0 $322K 0.00% $5.13 -1.3%
1571 PVH PVH CORPORATION Consumer Cyclical 4,807.0 $322K 0.00% -380.0 -7.3% $66.99 +26.4%
1572 VAL VALARIS LTD Energy 6,400.0 $322K 0.00% -770.0 -10.7% $50.31 +117.8%
1573 EGBN EAGLE BANCORP INC MD Financial Services 15,042.0 $321K 0.00% $21.34 +22.2%
1574 ALGM ALLEGRO MICROSYSTEMS INC Technology 12,136.0 $320K 0.00% -1K -10.0% $26.37 +69.5%
1575 PBF PBF ENERGY INC Energy 11,773.0 $319K 0.00% -3K -18.8% $27.10 +44.2%
1576 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 19,424.0 $317K 0.00% +5K +32.6% $16.32 +8.6%
1577 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 5,726.0 $314K 0.00% -36K -86.2% $54.84 +11.9%
1578 MYGN MYRIAD GENETICS INC Healthcare 51,250.0 $314K 0.00% $6.13 -36.2%
1579 CTO CTO RLTY GROWTH INC NEW Real Estate 16,953.0 $311K 0.00% +575.0 +3.5% $18.34 +11.6%
1580 HSTM HEALTHSTREAM INC Healthcare 13,506.0 $311K 0.00% $23.03 +2.8%
Page 79 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%