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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.8B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2081 New
Page 93 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 BBDC BARINGS BDC INC Financial Services 4,360.0 $38K NEW $8.72 -2.4%
1842 GYRE GYRE THERAPEUTICS INC Healthcare 5,219.0 $38K NEW $7.28 -15.1%
1843 IDT IDT CORP Communication Services 734.0 $38K NEW $51.77 +1.8%
1844 IMKTA INGLES MKTS INC Consumer Defensive 558.0 $38K NEW $68.10 +28.3%
1845 LYTS LSI INDS INC OHIO Technology 1,637.0 $38K NEW $23.21 -2.7%
1846 BZH BEAZER HOMES USA INC Consumer Cyclical 1,524.0 $37K NEW $24.28 -1.1%
1847 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 606.0 $37K NEW $61.06 +3.9%
1848 CSV CARRIAGE SVCS INC Consumer Cyclical 834.0 $37K NEW $44.36 -1.1%
1849 RPC P10 INC Financial Services 3,439.0 $37K NEW $10.76 -24.2%
1850 CGBD CARLYLE SECURED LENDING INC Financial Services 3,011.0 $37K NEW $12.29 -12.2%
1851 ADTRAN HOLDINGS INC 3,872.0 $36K NEW $9.30
1852 FMBH FIRST MID ILL BANCSHARES INC Financial Services 958.0 $36K NEW $37.58 +16.5%
1853 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 1,453.0 $36K NEW $24.78 -5.4%
1854 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 911.0 $36K NEW $39.52 -26.5%
1855 CSTL CASTLE BIOSCIENCES INC Healthcare 1,553.0 $35K NEW $22.54 -8.9%
1856 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 279.0 $35K NEW $125.45 -8.0%
1857 TREE LENDINGTREE INC NEW Financial Services 543.0 $35K NEW $64.46 -42.2%
1858 LINC LINCOLN EDL SVCS CORP Consumer Defensive 1,531.0 $35K NEW $22.86 +104.9%
1859 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 2,738.0 $35K NEW $12.78 +55.5%
1860 TIPT TIPTREE INC Financial Services 1,849.0 $35K NEW $18.93 -10.8%
Page 93 of 105  ·  2,081 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 30.6%
Financial Services 11.7%
Consumer Cyclical 10.3%
Real Estate 9.5%
Communication Services 8.7%
Industrials 8.6%
Healthcare 8.4%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.2%