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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 82 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 WTM WHITE MTNS INS GROUP LTD Financial Services 119.0 $247K 0.00% +2.0 +1.7% $2075.63 +3.3%
1622 DFH DREAM FINDERS HOMES INC Consumer Cyclical 14,442.0 $246K 0.00% $17.03 -14.1%
1623 HTLD HEARTLAND EXPRESS INC Industrials 27,105.0 $244K 0.00% $9.00 +58.6%
1624 WLK WESTLAKE CORPORATION Basic Materials 3,309.0 $244K 0.00% -340.0 -9.3% $73.74 +20.0%
1625 MCB METROPOLITAN BK HLDG CORP Financial Services 3,163.0 $241K 0.00% +3K +644.2% $76.19 +19.8%
1626 HOG HARLEY DAVIDSON INC Consumer Cyclical 11,753.0 $240K 0.00% -2K -11.4% $20.42 +13.6%
1627 NLOP NET LEASE OFFICE PROPERTIES Real Estate 9,309.0 $238K 0.00% +1K +16.9% $25.57 -53.8%
1628 QCRH QCR HOLDINGS INC Financial Services 2,864.0 $238K 0.00% +2K +323.0% $83.10 +9.9%
1629 GCI LIBERTY INC 6,416.0 $238K 0.00% NEW $37.09
1630 WGS GENEDX HOLDINGS CORP Healthcare 1,815.0 $236K 0.00% +78.0 +4.5% $130.03 -65.6%
1631 APEI AMERICAN PUB ED INC Consumer Defensive 6,281.0 $236K 0.00% +5K +511.6% $37.57 +37.3%
1632 FOLD AMICUS THERAPEUTICS INC Healthcare 16,628.0 $236K 0.00% +639.0 +4.0% $14.19 +2.1%
1633 BLMN BLOOMIN BRANDS INC Consumer Cyclical 38,355.0 $236K 0.00% $6.15 +26.0%
1634 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 8,300.0 $236K 0.00% +7K +430.0% $28.43 +0.1%
1635 AKBA AKEBIA THERAPEUTICS INC Healthcare 146,078.0 $235K 0.00% +130K +834.9% $1.61 -36.6%
1636 ECVT ECOVYST INC Basic Materials 24,256.0 $235K 0.00% +19K +341.7% $9.69 +37.6%
1637 XRN GLOBAL MED REIT INC Financial Services 6,989.0 $234K 0.00% $33.48 +8.3%
1638 GCT GIGACLOUD TECHNOLOGY INC Technology 5,972.0 $234K 0.00% NEW $39.18 -1.6%
1639 CXT CRANE NXT CO Industrials 4,942.0 $232K 0.00% -77K -94.0% $46.94 -14.7%
1640 HZO MARINEMAX INC Consumer Cyclical 9,463.0 $229K 0.00% $24.20 +41.3%
Page 82 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%