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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 45 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 WU WESTERN UN CO Financial Services 118,823.0 $914K 0.01% -59K -33.1% $7.69 -5.2%
882 UNFI UNITED NAT FOODS INC Consumer Defensive 20,007.0 $913K 0.01% -11K -35.2% $45.63 +5.3%
883 BKE BUCKLE INC Consumer Cyclical 21,619.0 $910K 0.01% -5K -19.6% $42.09 +4.1%
884 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 55,042.0 $909K 0.01% -15K -21.1% $16.51 +26.9%
885 VFC V F CORP Consumer Cyclical 54,458.0 $908K 0.01% -307.0 -0.6% $16.67 -13.8%
886 NOV NOV INC Energy 48,951.0 $907K 0.01% -1K -2.2% $18.53 +10.2%
887 TRN TRINITY INDS INC Industrials 26,183.0 $905K 0.01% -15K -35.9% $34.56 -13.8%
888 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 6,856.0 $902K 0.01% -2K -25.5% $131.56 -4.2%
889 BEACON FINANCIAL CORP. 29,623.0 $901K 0.01% -15K -33.8% $30.42
890 UBSI UNITED BANKSHARES INC WEST V Financial Services 19,633.0 $899K 0.01% -444.0 -2.2% $45.79 +4.4%
891 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 18,802.0 $898K 0.01% -2K -7.5% $47.76 -8.4%
892 RAMP LIVERAMP HLDGS INC Technology 23,754.0 $893K 0.01% -12K -32.9% $37.59 -0.0%
893 PENN PENN ENTERTAINMENT INC Consumer Cyclical 41,833.0 $893K 0.01% -23K -35.7% $21.35 -12.7%
894 PBI PITNEY BOWES INC Industrials 51,038.0 $893K 0.01% -34K -40.2% $17.50 -5.8%
895 GAMESTOP CORP 40,418.0 $892K 0.01% -433.0 -1.1% $22.07
896 CNM CORE & MAIN INC Industrials 18,435.0 $889K 0.01% -525.0 -2.8% $48.22 -6.9%
897 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,999.0 $887K 0.01% -79.0 -2.6% $295.77 +15.6%
898 MUSA MURPHY USA INC Consumer Cyclical 1,647.0 $887K 0.01% -57.0 -3.4% $538.55 +5.8%
899 NWSA NEWS CORP NEW Communication Services 35,753.0 $887K 0.01% -2K -4.1% $24.81 +22.5%
900 SAIC SCIENCE APPLICATIONS INTL CO Technology 8,047.0 $887K 0.01% -459.0 -5.4% $110.23 +16.2%
Page 45 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%