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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 50 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NEO NEOGENOMICS INC Healthcare 49,710.0 $724K 0.01% -23K -31.9% $14.56 +16.6%
982 NBHC NATIONAL BK HLDGS CORP Financial Services 16,270.0 $722K 0.01% -5K -21.7% $44.38 -5.7%
983 AXTA AXALTA COATING SYS LTD Basic Materials 20,970.0 $717K 0.01% -164.0 -0.8% $34.19 +5.9%
984 FLR FLUOR CORP Industrials 13,686.0 $717K 0.01% -2K -14.6% $52.39 +0.1%
985 CCS CENTURY COMMUNITIES INC Consumer Cyclical 10,005.0 $716K 0.01% -5K -31.9% $71.56 -2.5%
986 WLY WILEY JOHN & SONS INC Communication Services 14,766.0 $715K 0.01% -8K -34.9% $48.42 +6.5%
987 WRLD WORLD ACCEP CORPORATION Financial Services 3,200.0 $715K 0.01% -75.0 -2.3% $223.44 -15.7%
988 ADUS ADDUS HOMECARE CORP Healthcare 7,107.0 $714K 0.01% -3K -31.5% $100.46 +20.3%
989 PLAB PHOTRONICS INC Technology 21,962.0 $713K 0.01% -11K -32.8% $32.47 -6.0%
990 HLI HOULIHAN LOKEY INC Financial Services 5,313.0 $712K 0.01% -102.0 -1.9% $134.01 -3.7%
991 JBGS JBG SMITH PPTYS Real Estate 48,629.0 $712K 0.01% -11K -18.2% $14.64 -14.6%
992 ARMOUR RESIDENTIAL REIT INC 40,851.0 $712K 0.01% -16K -28.2% $17.43
993 ALG ALAMO GROUP INC Industrials 4,327.0 $711K 0.01% -2K -30.8% $164.32 +0.1%
994 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 16,898.0 $708K 0.01% -5K -23.8% $41.90 +15.1%
995 KNSL KINSALE CAP GROUP INC Financial Services 2,147.0 $708K 0.01% -39.0 -1.8% $329.76 +16.3%
996 RGEN REPLIGEN CORP Healthcare 5,196.0 $708K 0.01% -38.0 -0.7% $136.26 +32.9%
997 LNTH LANTHEUS HLDGS INC Healthcare 6,380.0 $707K 0.01% -200.0 -3.0% $110.81 -9.8%
998 AGCO AGCO CORP Industrials 5,889.0 $704K 0.01% -265.0 -4.3% $119.54 -10.7%
999 KNF KNIFE RIVER CORP Basic Materials 8,430.0 $704K 0.01% -100.0 -1.2% $83.51 -20.8%
1000 QLYS QUALYS INC Technology 5,130.0 $704K 0.01% -97.0 -1.9% $137.23 +32.6%
Page 50 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%