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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 49 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CART MAPLEBEAR INC Consumer Cyclical 16,120.0 $763K 0.01% -2K -11.5% $47.33 +5.3%
962 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 19,643.0 $761K 0.01% -9K -32.3% $38.74 -0.8%
963 WSR WHITESTONE REIT Real Estate 40,234.0 $761K 0.01% -7K -14.8% $18.91 +0.4%
964 TTD THE TRADE DESK INC Technology 41,838.0 $756K 0.01% -2K -3.9% $18.07 -27.1%
965 TMDX TRANSMEDICS GROUP INC Healthcare 11,382.0 $755K 0.01% -6K -34.6% $66.33 +42.9%
966 IOSP INNOSPEC INC Basic Materials 9,243.0 $752K 0.01% -5K -32.8% $81.36 +15.1%
967 VCEL VERICEL CORP Healthcare 16,818.0 $748K 0.01% -9K -34.7% $44.48 -4.0%
968 HQY HEALTHEQUITY INC Healthcare 8,278.0 $747K 0.01% -258.0 -3.0% $90.24 +16.8%
969 PAYO PAYONEER GLOBAL INC Technology 105,083.0 $747K 0.01% -57K -35.1% $7.11 +0.0%
970 PRLB PROTO LABS INC Industrials 9,155.0 $745K 0.01% -4K -31.1% $81.38 -2.2%
971 SHAK SHAKE SHACK INC Consumer Cyclical 13,289.0 $744K 0.01% -7K -35.2% $55.99 +35.4%
972 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,714.0 $741K 0.01% -243.0 -2.4% $76.28 -6.0%
973 STC STEWART INFORMATION SVCS COR Financial Services 11,231.0 $740K 0.01% -4K -27.4% $65.89 +5.0%
974 NWN NORTHWEST NAT HLDG CO Utilities 15,077.0 $738K 0.01% -7K -32.5% $48.95 +1.0%
975 OMCL OMNICELL COM Healthcare 17,806.0 $738K 0.01% -8K -31.1% $41.45 -14.2%
976 NJR NEW JERSEY RES CORP Utilities 13,114.0 $734K 0.01% -137.0 -1.0% $55.97 -4.4%
977 TTEK TETRA TECH INC NEW Industrials 25,429.0 $734K 0.01% -518.0 -2.0% $28.86 +28.2%
978 WOR WORTHINGTON ENTERPRISES INC Industrials 13,673.0 $734K 0.01% -6K -29.5% $53.68 +5.9%
979 EPAC ENERPAC TOOL GROUP CORP Industrials 20,478.0 $733K 0.01% -10K -32.9% $35.79 +4.1%
980 UGI UGI CORP NEW Utilities 21,007.0 $725K 0.01% -284.0 -1.3% $34.51 +8.9%
Page 49 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%