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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 9 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COCO VITA COCO CO INC Consumer Defensive 16,773.0 $1.1M 0.01% +14K +632.5% $66.06 +0.4%
162 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 38,962.0 $1.1M 0.01% +33K +604.4% $28.23 -7.4%
163 LFST LIFESTANCE HEALTH GROUP INC Healthcare 98,890.0 $1.1M 0.01% +75K +321.8% $10.71 +18.9%
164 WINA WINMARK CORP Consumer Cyclical 2,456.0 $1.0M 0.01% +978.0 +66.2% $422.64 -18.5%
165 AVTR AVANTOR INC Healthcare 102,686.0 $1.0M 0.01% +35K +52.5% $9.89 +44.9%
166 PTON PELOTON INTERACTIVE INC Consumer Cyclical 157,923.0 $932K 0.01% +137K +668.6% $5.90 -7.4%
167 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 18,670.0 $930K 0.01% +2K +10.5% $49.81 +12.0%
168 APPF APPFOLIO INC Technology 5,450.0 $872K 0.01% +71.0 +1.3% $160.00 +36.3%
169 FG F&G ANNUITIES & LIFE INC Financial Services 32,670.0 $866K 0.01% +12K +58.7% $26.51 -15.7%
170 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 19,519.0 $834K 0.01% +17K +588.0% $42.73 -46.2%
171 MBC MASTERBRAND INC Consumer Cyclical 77,553.0 $797K 0.01% +6K +8.9% $10.28 -11.0%
172 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 15,284.0 $796K 0.01% +2K +13.9% $52.08 +2.1%
173 ULS UL SOLUTIONS INC Industrials 7,624.0 $776K 0.01% +144.0 +1.9% $101.78 -26.2%
174 POR PORTLAND GEN ELEC CO Utilities 14,898.0 $771K 0.01% +124.0 +0.8% $51.75 -2.3%
175 CBSH COMMERCE BANCSHARES INC Financial Services 13,284.0 $767K 0.01% +397.0 +3.1% $57.74 +2.5%
176 CELH CELSIUS HLDGS INC Consumer Defensive 25,909.0 $757K 0.01% +8K +40.8% $29.22 +10.7%
177 IPGP IPG PHOTONICS CORP Technology 6,458.0 $756K 0.01% +2K +42.7% $117.06 -36.1%
178 SHC SOTERA HEALTH CO Healthcare 41,638.0 $738K 0.01% +5K +15.2% $17.72 +8.9%
179 PB PROSPERITY BANCSHARES INC Financial Services 9,882.0 $721K 0.01% +410.0 +4.3% $72.96 +0.7%
180 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 18,453.0 $699K 0.01% +12K +175.9% $37.88 +0.2%
Page 9 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%