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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $10.1B AUM 3,580 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 270 Added 1285 Reduced 71 Exited
Page 10 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CBL CBL & ASSOC PPTYS INC Real Estate 12,791.0 $677K 0.01% +240.0 +1.9% $52.93 +8.3%
182 UMH UMH PPTYS INC Real Estate 44,825.0 $677K 0.01% +960.0 +2.2% $15.10 +10.7%
183 USLM UNITED STS LIME & MINERALS I Basic Materials 6,289.0 $656K 0.01% +3K +124.5% $104.31 +15.7%
184 FLO FLOWERS FOODS INC Consumer Defensive 79,813.0 $630K 0.01% +49K +158.2% $7.89 -6.9%
185 OGS ONE GAS INC Utilities 8,147.0 $626K 0.01% +132.0 +1.6% $76.84 +6.7%
186 PDM PIEDMONT REALTY TRUST INC Real Estate 67,908.0 $620K 0.01% +780.0 +1.2% $9.13 +7.6%
187 MBIN MERCHANTS BANCORP IND Financial Services 11,649.0 $582K 0.01% +10K +492.2% $49.96 +7.6%
188 LZ LEGALZOOM COM INC Industrials 93,156.0 $570K 0.01% +43K +84.8% $6.12 -3.3%
189 COUR COURSERA INC Consumer Defensive 96,632.0 $544K 0.01% +26K +37.6% $5.63 +3.0%
190 SVC SERVICE PPTYS TR Real Estate 312,716.0 $527K 0.01% +212K +211.8% $1.69 +375.3%
191 HOMB HOME BANCSHARES INC Financial Services 18,354.0 $524K 0.01% +142.0 +0.8% $28.55 +6.6%
192 AVAV AEROVIRONMENT INC Industrials 3,160.0 $521K 0.01% +60.0 +1.9% $164.87 -4.7%
193 CRMD CORMEDIX INC Healthcare 62,358.0 $488K 0.01% +13K +26.3% $7.83 +6.5%
194 DOCS DOXIMITY INC Healthcare 23,281.0 $481K 0.01% +3K +12.5% $20.66 +25.5%
195 CNX CNX RES CORP Energy 13,863.0 $470K 0.01% +476.0 +3.6% $33.90 +6.8%
196 PII POLARIS INC Consumer Cyclical 6,846.0 $468K 0.01% +2K +28.6% $68.36 -5.9%
197 CHWY CHEWY INC Consumer Cyclical 23,535.0 $462K 0.01% +1K +5.3% $19.63 +20.6%
198 RZLT REZOLUTE INC Healthcare 87,000.0 $452K 0.00% +10K +13.0% $5.20 -10.6%
199 ESRT EMPIRE ST RLTY TR INC Real Estate 78,694.0 $424K 0.00% +2K +2.2% $5.39 -10.2%
200 DCH DAUCH CORP Industrials 78,169.0 $423K 0.00% +18K +29.3% $5.41 +17.9%
Page 10 of 14  ·  270 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 33.5%
Financial Services 10.2%
Real Estate 9.9%
Consumer Cyclical 9.1%
Industrials 8.8%
Healthcare 8.5%
Communication Services 8.4%
Consumer Defensive 4.3%
Energy 3.2%
Utilities 2.2%