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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 87 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 ERII ENERGY RECOVERY INC Industrials 10,642.0 $142K 0.00% +8K +252.8% $13.34 -35.4%
1722 TENB TENABLE HLDGS INC Technology 5,997.0 $141K 0.00% +203.0 +3.5% $23.51 +8.5%
1723 SINCLAIR INC 9,241.0 $141K 0.00% +8K +573.0% $15.26
1724 AMBA AMBARELLA INC Technology 1,968.0 $139K 0.00% $70.63 +18.4%
1725 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 13,578.0 $139K 0.00% +472.0 +3.6% $10.24 +30.7%
1726 LINC LINCOLN EDL SVCS CORP Consumer Defensive 5,835.0 $139K 0.00% +4K +281.1% $23.82 +96.6%
1727 PINE ALPINE INCOME PPTY TR INC Real Estate 8,383.0 $138K 0.00% +2K +36.7% $16.46 +16.1%
1728 IMXI INTERNATIONAL MNY EXPRESS IN Technology 9,048.0 $138K 0.00% NEW $15.25 -0.1%
1729 AGIO AGIOS PHARMACEUTICALS INC Healthcare 5,000.0 $136K 0.00% NEW $27.20 +5.8%
1730 AUPH AURINIA PHARMACEUTICALS INC Healthcare 8,543.0 $136K 0.00% +265.0 +3.2% $15.92 -2.9%
1731 GIC GLOBAL INDUSTRIAL COMPANY Industrials 4,562.0 $133K 0.00% +2K +111.4% $29.15 -0.2%
1732 WSBC WESBANCO INC Financial Services 4,002.0 $133K 0.00% +187.0 +4.9% $33.23 +2.8%
1733 WLFC WILLIS LEASE FIN CORP Industrials 982.0 $133K 0.00% NEW $135.44 +32.0%
1734 INFINITY NAT RES INC 8,965.0 $132K 0.00% NEW $14.72
1735 CITY OFFICE REIT INC 18,914.0 $131K 0.00% $6.93
1736 USNA USANA HEALTH SCIENCES INC Consumer Defensive 6,666.0 $130K 0.00% +525.0 +8.6% $19.50 -7.0%
1737 LIBERTY GLOBAL LTD 11,680.0 $130K 0.00% +475.0 +4.2% $11.13
1738 CENT CENTRAL GARDEN & PET CO Consumer Defensive 4,061.0 $130K 0.00% $32.01 +20.6%
1739 EQBK EQUITY BANCSHARES INC Financial Services 2,831.0 $126K 0.00% +2K +305.6% $44.51 +2.8%
1740 PTON PELOTON INTERACTIVE INC Consumer Cyclical 20,547.0 $126K 0.00% $6.13 -15.7%
Page 87 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%