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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 8 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GPOR GULFPORT ENERGY CORP Energy 8,799.0 $1.5M 0.01% +5K +124.8% $169.45 +2.9%
142 DY DYCOM INDS INC Industrials 2,942.0 $1.5M 0.01% +62.0 +2.1% $505.44 -20.8%
143 OVV OVINTIV INC Energy 26,984.0 $1.4M 0.01% +2K +6.8% $52.62 +26.7%
144 PR PERMIAN RESOURCES CORP Energy 77,117.0 $1.4M 0.01% +8K +11.6% $18.40 +29.7%
145 CVLT COMMVAULT SYS INC Technology 9,944.0 $1.4M 0.01% +661.0 +7.1% $141.59 -7.0%
146 WSBC WESBANCO INC Financial Services 35,676.0 $1.4M 0.01% +32K +791.5% $39.02 +4.8%
147 ALGT ALLEGIANT TRAVEL CO Industrials 11,806.0 $1.4M 0.01% +4K +49.7% $117.40 -34.9%
148 SMA SMARTSTOP SELF STORAG REIT I Real Estate 42,141.0 $1.4M 0.01% +13K +43.1% $32.46 +6.1%
149 EPAM EPAM SYS INC Technology 17,205.0 $1.4M 0.01% +12K +214.2% $79.34 +34.6%
150 HIMS HIMS & HERS HEALTH INC Healthcare 39,366.0 $1.4M 0.01% +2K +6.3% $34.62 -8.0%
151 AA ALCOA CORP Basic Materials 25,857.0 $1.3M 0.01% +272.0 +1.1% $52.13 -3.0%
152 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 5,071.0 $1.3M 0.01% +42.0 +0.8% $263.06 +37.0%
153 DINO HF SINCLAIR CORP Energy 18,728.0 $1.3M 0.01% +368.0 +2.0% $69.58 +33.3%
154 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 74,345.0 $1.3M 0.01% +57K +322.1% $17.30 +3.5%
155 PEN PENUMBRA INC Healthcare 3,854.0 $1.2M 0.01% +24.0 +0.6% $315.52 +2.6%
156 RNG RINGCENTRAL INC Technology 30,014.0 $1.2M 0.01% +26K +729.6% $38.92 +68.5%
157 CYTK CYTOKINETICS INC Healthcare 13,303.0 $1.1M 0.01% +1K +11.4% $85.17 -9.4%
158 DHC DIVERSIFIED HEALTHCARE TR Real Estate 121,686.0 $1.1M 0.01% +2K +1.9% $9.29 -13.1%
159 SCHH SCHWAB STRATEGIC TR 47,251.0 $1.1M 0.01% +36K +332.6% $23.66 +1.7%
160 GLOBUS MED INC 14,056.0 $1.1M 0.01% +3K +27.1% $78.97
Page 8 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%