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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 6 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LAUR LAUREATE ED INC Consumer Defensive 69,856.0 $2.5M 0.03% +42K +150.3% $36.29 +5.4%
102 COLD AMERICOLD REALTY TRUST INC Real Estate 159,639.0 $2.5M 0.03% +1K +0.8% $15.71 -3.2%
103 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 6,429.0 $2.4M 0.02% +105.0 +1.7% $380.31 -29.7%
104 CAG CONAGRA BRANDS INC Consumer Defensive 181,615.0 $2.4M 0.02% +121K +197.2% $13.45 +20.1%
105 PSTG EVERPURE INC 30,918.0 $2.4M 0.02% +176.0 +0.6% $78.79
106 IVT INVENTRUST PPTYS CORP Real Estate 68,808.0 $2.4M 0.02% +26K +61.2% $35.36 -6.4%
107 CDE COEUR MNG INC Basic Materials 148,883.0 $2.4M 0.02% +101K +213.3% $16.31 +29.8%
108 MRNA MODERNA INC Healthcare 34,601.0 $2.4M 0.02% +839.0 +2.5% $70.03 +86.2%
109 NXT NEXTPOWER INC Technology 19,437.0 $2.3M 0.02% +4K +26.4% $119.10 -25.9%
110 DAVE INC 6,178.0 $2.3M 0.02% +3K +123.8% $372.45
111 ARES ARES MANAGEMENT CORPORATION Financial Services 20,667.0 $2.3M 0.02% +247.0 +1.2% $111.29 +26.7%
112 SATS ECHOSTAR CORP Technology 22,663.0 $2.3M 0.02% +4K +20.3% $101.44 -14.3%
113 KMPR KEMPER CORP Financial Services 85,064.0 $2.3M 0.02% +6K +7.8% $26.94 +2.4%
114 POOL POOL CORP Industrials 10,562.0 $2.3M 0.02% +7K +222.4% $214.83 -10.5%
115 LW LAMB WESTON HLDGS INC Consumer Defensive 52,297.0 $2.3M 0.02% +34K +189.5% $43.16 +24.2%
116 TSN TYSON FOODS INC Consumer Defensive 38,915.0 $2.2M 0.02% +3K +8.1% $57.23 +2.5%
117 NTST NETSTREIT CORP Real Estate 105,092.0 $2.2M 0.02% +39K +60.1% $21.11 -2.2%
118 NSA NATIONAL STORAGE AFFILIATES Real Estate 47,040.0 $2.1M 0.02% +722.0 +1.6% $44.43 -2.3%
119 WRBY WARBY PARKER INC Healthcare 68,306.0 $2.1M 0.02% +35K +106.0% $30.32 -9.1%
120 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 68,959.0 $2.0M 0.02% +34K +98.9% $29.73 -14.0%
Page 6 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%