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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 91 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 ICFI ICF INTL INC Industrials 1,043.0 $88K 0.00% $84.37 -19.4%
1802 MCS MARCUS CORP DEL Communication Services 5,761.0 $88K 0.00% +5K +656.0% $15.28 +19.9%
1803 LIONSGATE STUDIOS CORP 9,570.0 $87K 0.00% +422.0 +4.6% $9.09
1804 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 2,981.0 $86K 0.00% NEW $28.85 -13.9%
1805 LC LENDINGCLUB CORP Financial Services 4,576.0 $86K 0.00% $18.79 -16.1%
1806 MITK MITEK SYS INC Technology 8,075.0 $85K 0.00% +6K +305.2% $10.53 +45.9%
1807 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 10,351.0 $85K 0.00% NEW $8.21 -33.4%
1808 BWMN BOWMAN CONSULTING GROUP LTD Industrials 2,599.0 $84K 0.00% +2K +169.6% $32.32 -3.8%
1809 ATLANTA BRAVES HLDGS INC 2,119.0 $83K 0.00% +125.0 +6.3% $39.17
1810 HAMILTON INSURANCE GROUP LTD 3,007.0 $83K 0.00% +130.0 +4.5% $27.60
1811 PAYSAFE LIMITED 10,263.0 $83K 0.00% NEW $8.09
1812 CDRE CADRE HLDGS INC Industrials 2,030.0 $82K 0.00% $40.39 -26.1%
1813 ACVA ACV AUCTIONS INC Consumer Cyclical 10,139.0 $81K 0.00% $7.99 -26.1%
1814 BV BRIGHTVIEW HLDGS INC Industrials 6,402.0 $81K 0.00% $12.65 -1.0%
1815 CCNE CNB FINL CORP PA Financial Services 3,160.0 $81K 0.00% +2K +276.2% $25.63 +20.2%
1816 NWPX NWPX INFRASTRUCTURE INC Industrials 1,287.0 $80K 0.00% +754.0 +141.5% $62.16 +75.4%
1817 CWCO CONSOLIDATED WATER CO INC Utilities 2,317.0 $80K 0.00% +2K +382.7% $34.53 -15.9%
1818 CD CHAINCE DIGITAL HOLDINGS INC Technology 15,974.0 $79K 0.00% NEW $4.95 +91.1%
1819 AXGN AXOGEN INC Healthcare 2,424.0 $79K 0.00% $32.59 +26.8%
1820 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 2,858.0 $78K 0.00% +169.0 +6.3% $27.29 -0.6%
Page 91 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%