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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 EMBC EMBECTA CORP Healthcare 29,300 $348K 0.00% SOLD
42 PRAA PRA GROUP INC Financial Services 19,575 $346K 0.00% SOLD
43 BRBR BELLRING BRANDS INC Consumer Defensive 12,603 $336K 0.00% SOLD
44 SEMLER SCIENTIFIC INC 18,817 $287K 0.00% SOLD
45 FWRD FORWARD AIR CORP Industrials 11,296 $282K 0.00% SOLD
46 PKST PEAKSTONE REALTY TRUST Real Estate 19,588 $280K 0.00% SOLD
47 GUESS INC 15,375 $257K 0.00% SOLD
48 FOLD AMICUS THERAPEUTICS INC Healthcare 16,628 $236K 0.00% SOLD
49 BLMN BLOOMIN BRANDS INC Consumer Cyclical 38,355 $236K 0.00% SOLD
50 KREF KKR REAL ESTATE FIN TR INC Real Estate 27,309 $224K 0.00% SOLD
51 PLAY DAVE & BUSTERS ENTMT INC Communication Services 13,511 $219K 0.00% SOLD
52 GOGO GOGO INC Communication Services 39,530 $184K 0.00% SOLD
53 REV GROUP INC 3,036 $184K 0.00% SOLD
54 CITY OFFICE REIT INC 18,914 $131K 0.00% SOLD
55 AVADEL PHARMACEUTICALS PLC 5,656 $121K 0.00% SOLD
56 CD CHAINCE DIGITAL HOLDINGS INC Technology 15,974 $79K 0.00% SOLD
57 JAMF HLDG CORP 5,383 $70K 0.00% SOLD
58 SEMR SEMRUSH HLDGS INC Technology 5,836 $69K 0.00% SOLD
59 THR THERMON GROUP HLDGS INC Industrials 1,826 $67K 0.00% SOLD
60 GREAT LAKES DREDGE & DOCK CO 3,908 $51K 0.00% SOLD
Page 3 of 4  ·  71 positions
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%