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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 39 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 NMIH NMI HLDGS INC Financial Services 28,467.0 $1.2M 0.01% -14K -33.2% $41.07 +10.0%
762 PTEN PATTERSON-UTI ENERGY INC Energy 127,466.0 $1.2M 0.01% -62K -32.7% $9.17 +34.6%
763 TRMB TRIMBLE INC Technology 22,841.0 $1.2M 0.01% -676.0 -2.9% $51.18 +17.7%
764 AWR AMER STATES WTR CO Utilities 14,140.0 $1.2M 0.01% -7K -32.5% $82.53 +7.4%
765 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 21,910.0 $1.2M 0.01% -4K -14.8% $53.26 +8.2%
766 SHOO MADDEN STEVEN LTD Consumer Cyclical 27,622.0 $1.2M 0.01% -13K -32.3% $42.07 +9.5%
767 CHEF CHEFS WHSE INC Consumer Defensive 11,952.0 $1.1M 0.01% -6K -35.2% $96.05 +15.2%
768 PFS PROVIDENT FINL SVCS INC Financial Services 48,556.0 $1.1M 0.01% -24K -32.7% $23.62 +0.4%
769 IVZ INVESCO LTD Financial Services 43,435.0 $1.1M 0.01% -799.0 -1.8% $26.38 +21.4%
770 ALAB ASTERA LABS INC Technology 2,357.0 $1.1M 0.01% -400.0 -14.5% $482.82 -41.0%
771 AGYS AGILYSYS INC Technology 10,905.0 $1.1M 0.01% -3K -23.9% $104.26 +9.1%
772 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 13,196.0 $1.1M 0.01% -8K -36.7% $86.16 -5.6%
773 CSGP COSTAR GROUP INC Real Estate 40,012.0 $1.1M 0.01% -2K -4.5% $28.32 +13.9%
774 CLX CLOROX CO DEL Consumer Defensive 11,848.0 $1.1M 0.01% -293.0 -2.4% $95.37 +11.9%
775 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3,877.0 $1.1M 0.01% -2K -38.5% $290.95 -10.0%
776 ADMA ADMA BIOLOGICS INC Healthcare 134,910.0 $1.1M 0.01% -39K -22.4% $8.35 +17.8%
777 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 13,802.0 $1.1M 0.01% -57K -80.4% $81.51 +6.9%
778 NTCT NETSCOUT SYS INC Technology 25,736.0 $1.1M 0.01% -13K -32.8% $43.52 -11.6%
779 LSTR LANDSTAR SYS INC Industrials 5,413.0 $1.1M 0.01% -60.0 -1.1% $206.54 -9.7%
780 PSN PARSONS CORP DEL Industrials 21,346.0 $1.1M 0.01% -2K -8.2% $52.33 -6.3%
Page 39 of 65  ·  1,285 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 34.4%
Financial Services 10.3%
Real Estate 10.1%
Consumer Cyclical 9.3%
Industrials 9.0%
Healthcare 8.7%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.3%