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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 81 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 FWRD FORWARD AIR CORP Industrials 11,296.0 $282K 0.00% +296.0 +2.7% $24.96 -66.6%
1602 HUDSON PAC PPTYS INC 25,955.0 $281K 0.00% NEW $10.83
1603 FEIM FREQUENCY ELECTRS INC Technology 5,216.0 $280K 0.00% NEW $53.68 +11.6%
1604 PKST PEAKSTONE REALTY TRUST Real Estate 19,588.0 $280K 0.00% $14.29 +46.8%
1605 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 6,687.0 $277K 0.00% +5K +322.7% $41.42 -11.4%
1606 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 13,973.0 $276K 0.00% +275.0 +2.0% $19.75 +98.0%
1607 BYRN BYRNA TECHNOLOGIES INC Industrials 16,415.0 $275K 0.00% NEW $16.75 -67.9%
1608 BFC BANK FIRST CORP Financial Services 2,204.0 $268K 0.00% +2K +456.6% $121.60 +17.1%
1609 SABR SABRE CORP Consumer Cyclical 197,640.0 $268K 0.00% $1.36 +16.5%
1610 LOB LIVE OAK BANCSHARES INC Financial Services 7,786.0 $266K 0.00% +6K +335.2% $34.16 +9.5%
1611 GOOD GLADSTONE COMMERCIAL CORP Real Estate 24,939.0 $264K 0.00% +140.0 +0.6% $10.59 +21.8%
1612 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 5,910.0 $264K 0.00% -745.0 -11.2% $44.67 +9.6%
1613 TREE LENDINGTREE INC NEW Financial Services 4,998.0 $264K 0.00% +4K +820.4% $52.82 -29.5%
1614 DCTH DELCATH SYS INC Healthcare 26,033.0 $262K 0.00% +24K +1194.5% $10.06 +13.8%
1615 CABO CABLE ONE INC Communication Services 2,313.0 $261K 0.00% $112.84 -57.7%
1616 GUESS INC 15,375.0 $257K 0.00% $16.72
1617 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,874.0 $253K 0.00% +161.0 +3.4% $51.91 -6.7%
1618 DAKT DAKTRONICS INC Technology 12,762.0 $251K 0.00% +11K +516.2% $19.67 +0.3%
1619 SSTK SHUTTERSTOCK INC Communication Services 13,166.0 $250K 0.00% $18.99 -17.9%
1620 MAIN MAIN STR CAP CORP Financial Services 4,127.0 $249K 0.00% +212.0 +5.4% $60.33 -15.4%
Page 81 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%