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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 93 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 LWAY LIFEWAY FOODS INC Consumer Defensive 2,967.0 $71K 0.00% +2K +302.0% $23.93 +4.9%
1842 YORW YORK WTR CO Utilities 2,252.0 $70K 0.00% +2K +416.5% $31.08 -5.2%
1843 BK TECHNOLOGIES CORPORATION 945.0 $70K 0.00% NEW $74.07
1844 JAMF HLDG CORP 5,383.0 $70K 0.00% $13.00
1845 MADISON SQUARE GARDEN ENTMT 1,310.0 $70K 0.00% $53.44
1846 SEMR SEMRUSH HLDGS INC Technology 5,836.0 $69K 0.00% $11.82 +1.5%
1847 WMK WEIS MKTS INC Consumer Defensive 1,091.0 $69K 0.00% +55.0 +5.3% $63.24 +13.9%
1848 GSL GLOBAL SHIP LEASE INC NEW Industrials 1,987.0 $69K 0.00% $34.73 +17.9%
1849 TDOC TELADOC HEALTH INC Healthcare 9,777.0 $68K 0.00% $6.96 -6.8%
1850 CLBK COLUMBIA FINL INC Financial Services 4,433.0 $68K 0.00% +234.0 +5.6% $15.34 +31.9%
1851 FSLY FASTLY INC Technology 6,691.0 $68K 0.00% $10.16 +61.4%
1852 BWB BRIDGEWATER BANCSHARES INC Financial Services 3,851.0 $67K 0.00% +3K +253.6% $17.40 +8.1%
1853 LEGH LEGACY HOUSING CORP Consumer Cyclical 3,470.0 $67K 0.00% +2K +179.6% $19.31 +19.0%
1854 LFMD LIFEMD INC Healthcare 20,022.0 $67K 0.00% +18K +694.2% $3.35 +21.6%
1855 SIGA SIGA TECHNOLOGIES INC Healthcare 11,018.0 $67K 0.00% +7K +192.5% $6.08 -26.2%
1856 THR THERMON GROUP HLDGS INC Industrials 1,826.0 $67K 0.00% $36.69 +78.3%
1857 RRBI RED RIVER BANCSHARES INC Financial Services 945.0 $66K 0.00% +681.0 +257.9% $69.84 +28.0%
1858 RVLV REVOLVE GROUP INC Consumer Cyclical 2,195.0 $66K 0.00% $30.07 -38.0%
1859 TCBK TRICO BANCSHARES Financial Services 1,398.0 $66K 0.00% +84.0 +6.4% $47.21 +7.2%
1860 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 8,457.0 $66K 0.00% $7.80 -20.2%
Page 93 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%