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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 40 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 OSIS OSI SYSTEMS INC Technology 5,103.0 $1.1M 0.01% -3K -37.4% $218.69 -5.5%
782 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 10,960.0 $1.1M 0.01% -5K -31.6% $101.73 +10.6%
783 SOLV SOLVENTUM CORP Healthcare 14,423.0 $1.1M 0.01% -281.0 -1.9% $77.10 +16.2%
784 AYI ACUITY INC Industrials 2,951.0 $1.1M 0.01% -75.0 -2.5% $376.48 -8.9%
785 MGEE MGE ENERGY INC Utilities 13,601.0 $1.1M 0.01% -6K -31.2% $81.46 -3.4%
786 ATR APTARGROUP INC Healthcare 8,849.0 $1.1M 0.01% -644.0 -6.8% $125.10 +7.8%
787 PRK PARK NATL CORP Financial Services 6,015.0 $1.1M 0.01% -2K -24.8% $182.88 +10.5%
788 SAIA SAIA INC Industrials 2,614.0 $1.1M 0.01% -41.0 -1.5% $420.81 -13.9%
789 VMI VALMONT INDS INC Industrials 1,903.0 $1.1M 0.01% -71.0 -3.6% $577.51 -15.9%
790 HWKN HAWKINS INC Basic Materials 7,729.0 $1.1M 0.01% -4K -32.7% $141.93 -16.2%
791 HAS HASBRO INC Consumer Cyclical 13,171.0 $1.1M 0.01% -68.0 -0.5% $82.53 +13.3%
792 MAT MATTEL INC Consumer Cyclical 78,398.0 $1.1M 0.01% -3K -3.4% $13.87 +4.7%
793 TECH BIO-TECHNE CORP Healthcare 15,341.0 $1.1M 0.01% -113.0 -0.7% $70.60 +2.4%
794 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 18,939.0 $1.1M 0.01% -322.0 -1.7% $57.18 +16.6%
795 TILE INTERFACE INC Consumer Cyclical 30,233.0 $1.1M 0.01% -11K -26.0% $35.79 +8.8%
796 BCC BOISE CASCADE CO DEL Basic Materials 13,914.0 $1.1M 0.01% -7K -34.3% $77.55 +6.3%
797 BAX BAXTER INTL INC Healthcare 50,605.0 $1.1M 0.01% -592.0 -1.2% $21.30 +23.6%
798 HP HELMERICH & PAYNE INC Energy 32,909.0 $1.1M 0.01% -18K -35.0% $32.73 +33.1%
799 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 9,063.0 $1.1M 0.01% -5K -35.4% $118.50 -25.0%
800 CNK CINEMARK HLDGS INC Communication Services 33,875.0 $1.1M 0.01% -19K -35.6% $31.70 +15.4%
Page 40 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%