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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 92 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 SEADRILL LTD 2,268.0 $78K 0.00% $34.39
1822 SMBK SMARTFINANCIAL INC Financial Services 2,105.0 $77K 0.00% +1K +209.1% $36.58 +13.6%
1823 CVLG COVENANT LOGISTICS GROUP INC Industrials 3,515.0 $77K 0.00% +2K +204.6% $21.91 +70.6%
1824 FSBC FIVE STAR BANCORP Financial Services 2,177.0 $77K 0.00% +1K +154.6% $35.37 +18.7%
1825 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 3,663.0 $76K 0.00% NEW $20.75 -1.0%
1826 BRT BRT APARTMENTS CORP Real Estate 5,260.0 $76K 0.00% $14.45 +1.0%
1827 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 26,830.0 $76K 0.00% NEW $2.83 -11.7%
1828 TCBX THIRD COAST BANCSHARES INC Financial Services 1,993.0 $75K 0.00% +1K +257.2% $37.63 +0.4%
1829 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 2,837.0 $74K 0.00% $26.08 +42.2%
1830 LYTS LSI INDS INC OHIO Technology 4,146.0 $74K 0.00% +3K +153.3% $17.85 +26.6%
1831 CRAI CRA INTL INC Industrials 364.0 $73K 0.00% $200.55 -26.5%
1832 FLYW FLYWIRE CORPORATION Technology 5,214.0 $73K 0.00% +251.0 +5.1% $14.00 +15.4%
1833 MEC MAYVILLE ENGR CO INC Industrials 3,903.0 $73K 0.00% NEW $18.70 +23.7%
1834 ARDT ARDENT HEALTH INC Healthcare 8,260.0 $72K 0.00% +418.0 +5.3% $8.72 +5.7%
1835 PKE PARK AEROSPACE CORP Industrials 3,405.0 $72K 0.00% NEW $21.15 +60.1%
1836 RBBN RIBBON COMMUNICATIONS INC Communication Services 25,390.0 $72K 0.00% +18K +227.2% $2.84 -6.2%
1837 SHBI SHORE BANCSHARES INC Financial Services 4,138.0 $72K 0.00% +3K +207.4% $17.40 +13.2%
1838 UNTY UNITY BANCORP INC Financial Services 1,412.0 $72K 0.00% +1K +261.1% $50.99 +6.7%
1839 FIVN FIVE9 INC Technology 3,554.0 $71K 0.00% $19.98 +9.3%
1840 FOR FORESTAR GROUP INC Real Estate 2,918.0 $71K 0.00% +205.0 +7.6% $24.33 +7.7%
Page 92 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%