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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 55 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 42,111.0 $558K 0.01% -9K -18.0% $13.25 -17.9%
1082 ADNT ADIENT PLC Consumer Cyclical 29,995.0 $550K 0.01% -15K -33.2% $18.34 +9.1%
1083 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 19,758.0 $550K 0.01% -4K -15.6% $27.84 -12.0%
1084 OI O-I GLASS INC Consumer Cyclical 57,206.0 $550K 0.01% -28K -32.6% $9.61 -25.3%
1085 DCOM DIME COML BANCSHARES INC Financial Services 13,511.0 $549K 0.01% -7K -35.0% $40.63 -0.5%
1086 ONL ORION PROPERTIES INC Real Estate 189,310.0 $547K 0.01% -72K -27.6% $2.89 -1.7%
1087 ARLO ARLO TECHNOLOGIES INC Industrials 40,469.0 $545K 0.01% -18K -31.0% $13.47 -2.7%
1088 FTRE FORTREA HLDGS INC Healthcare 31,154.0 $542K 0.01% -16K -33.8% $17.40 +5.7%
1089 UFCS UNITED FIRE GROUP INC Financial Services 10,368.0 $542K 0.01% -4K -27.4% $52.28 +1.4%
1090 WS WORTHINGTON STL INC Basic Materials 16,184.0 $542K 0.01% -3K -14.1% $33.49 +4.3%
1091 ASTE ASTEC INDS INC Industrials 8,834.0 $540K 0.01% -4K -31.6% $61.13 -28.8%
1092 OPCH OPTION CARE HEALTH INC Healthcare 25,759.0 $539K 0.01% -308.0 -1.2% $20.92 +13.3%
1093 HFWA HERITAGE FINL CORP WASH Financial Services 18,131.0 $536K 0.01% -4K -17.0% $29.56 -1.6%
1094 RLI RLI CORP Financial Services 9,009.0 $532K 0.01% -178.0 -1.9% $59.05 +10.7%
1095 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 26,433.0 $531K 0.01% -1K -5.3% $20.09 +7.5%
1096 WEN WENDYS CO Consumer Cyclical 63,508.0 $525K 0.01% -28K -30.9% $8.27 +9.0%
1097 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 55,890.0 $524K 0.01% -709.0 -1.2% $9.38 +20.2%
1098 DV DOUBLEVERIFY HLDGS INC Technology 48,145.0 $521K 0.01% -26K -35.1% $10.82 +23.0%
1099 BIO BIO RAD LABS INC Healthcare 1,765.0 $518K 0.01% -46.0 -2.5% $293.48 +29.5%
1100 ROCK GIBRALTAR INDS INC Industrials 11,429.0 $514K 0.01% -5K -31.6% $44.97 +3.4%
Page 55 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%