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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 83 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 FPI FARMLAND PARTNERS INC Real Estate 23,744.0 $228K 0.00% +1K +6.0% $9.60 +9.0%
1642 GSAT GLOBALSTAR INC Communication Services 3,744.0 $228K 0.00% $60.90 +35.8%
1643 SCHH SCHWAB STRATEGIC TR 10,922.0 $227K 0.00% -15K -58.0% $20.78 +13.8%
1644 PSTL POSTAL REALTY TRUST INC Real Estate 14,000.0 $225K 0.00% +3K +28.1% $16.07 +46.4%
1645 COTY COTY INC Consumer Defensive 73,250.0 $225K 0.00% $3.07 -35.5%
1646 ALX ALEXANDERS INC Real Estate 1,036.0 $224K 0.00% -266.0 -20.4% $216.22 +15.6%
1647 KREF KKR REAL ESTATE FIN TR INC Real Estate 27,309.0 $224K 0.00% $8.20 -21.9%
1648 ALHC ALIGNMENT HEALTHCARE INC Healthcare 11,296.0 $223K 0.00% +636.0 +6.0% $19.74 -17.1%
1649 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2,799.0 $223K 0.00% +90.0 +3.3% $79.67 -19.0%
1650 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 17,612.0 $221K 0.00% +542.0 +3.2% $12.55 -1.0%
1651 PLAY DAVE & BUSTERS ENTMT INC Communication Services 13,511.0 $219K 0.00% $16.21 -31.2%
1652 SAM BOSTON BEER INC Consumer Defensive 1,126.0 $218K 0.00% -82.0 -6.8% $193.61 -5.3%
1653 TWI TITAN INTL INC ILL Industrials 27,883.0 $217K 0.00% $7.78 -6.1%
1654 GNK GENCO SHIPPING & TRADING LTD Industrials 11,752.0 $216K 0.00% +9K +411.4% $18.38 +31.3%
1655 NPK INTERNATIONAL INC 17,991.0 $213K 0.00% +13K +290.8% $11.84
1656 CAR AVIS BUDGET GROUP Industrials 1,663.0 $213K 0.00% -185.0 -10.0% $128.08 +23.1%
1657 GPGI COMPOSECURE INC Industrials 10,949.0 $211K 0.00% NEW $19.27 -37.9%
1658 CMCL CALEDONIA MNG CORP PLC Basic Materials 7,957.0 $208K 0.00% +7K +934.7% $26.14 -11.7%
1659 NAT NORDIC AMERICAN TANKERS LIMI Industrials 60,710.0 $208K 0.00% +53K +681.3% $3.43 +60.5%
1660 PPC PILGRIMS PRIDE CORP Consumer Defensive 5,321.0 $207K 0.00% +863.0 +19.4% $38.90 -26.4%
Page 83 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%