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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 52 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 FFIN FIRST FINL BANKSHARES INC Financial Services 19,270.0 $666K 0.01% -240.0 -1.2% $34.56 -1.2%
1022 AHCO ADAPTHEALTH CORP Healthcare 63,605.0 $662K 0.01% -14K -18.2% $10.41 -45.9%
1023 AMR ALPHA METALLURGICAL RESOUR I Energy 3,999.0 $659K 0.01% -2K -33.1% $164.79 +27.4%
1024 ECPG ENCORE CAP GROUP INC Financial Services 7,061.0 $658K 0.01% -4K -38.8% $93.19 +8.6%
1025 STBA S & T BANCORP INC Financial Services 13,392.0 $656K 0.01% -8K -36.2% $48.98 +2.8%
1026 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 9,155.0 $656K 0.01% -584.0 -6.0% $71.65 +1.1%
1027 HCSG HEALTHCARE SVCS GROUP INC Healthcare 26,695.0 $655K 0.01% -14K -33.9% $24.54 -7.2%
1028 KSS KOHLS CORP Consumer Cyclical 36,967.0 $655K 0.01% -20K -35.2% $17.72 -0.7%
1029 LAD LITHIA MTRS INC Consumer Cyclical 2,235.0 $649K 0.01% -172.0 -7.2% $290.38 +27.7%
1030 KBH KB HOME Consumer Cyclical 10,323.0 $645K 0.01% -345.0 -3.2% $62.48 -11.4%
1031 HOPE HOPE BANCORP INC Financial Services 47,159.0 $644K 0.01% -23K -32.9% $13.66 +2.3%
1032 NEOG NEOGEN CORP Healthcare 71,684.0 $644K 0.01% -39K -35.2% $8.98 +33.0%
1033 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 11,689.0 $641K 0.01% -285.0 -2.4% $54.84 -18.8%
1034 TCBI TEXAS CAP BANCSHARES INC Financial Services 6,205.0 $639K 0.01% -297.0 -4.6% $102.98 -4.5%
1035 VSTS VESTIS CORPORATION Industrials 43,981.0 $637K 0.01% -20K -31.4% $14.48 -12.4%
1036 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,053.0 $634K 0.01% -311.0 -4.2% $89.89 +21.3%
1037 EVTC EVERTEC INC Technology 22,875.0 $634K 0.01% -12K -34.9% $27.72 +7.8%
1038 LZB LA Z BOY INC Consumer Cyclical 15,832.0 $634K 0.01% -8K -32.2% $40.05 -15.8%
1039 REX REX AMERICAN RES CORP Basic Materials 14,018.0 $632K 0.01% -5K -26.9% $45.08 -0.9%
1040 HTH HILLTOP HLDGS INC Financial Services 16,293.0 $631K 0.01% -9K -34.5% $38.73 -0.1%
Page 52 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%